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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWG
3326
KFA Private Wealth Group
Virginia
$493K +$5.86K +27 +2%
RCA
3327
Runnymede Capital Advisors
Ohio
$493K +$17.2K +79 +5%
CASB
3328
Cape Ann Savings Bank
Massachusetts
$492K -$1.09K -5 -0.3%
PAG
3329
Poinciana Advisors Group
Florida
$492K +$6.95K +32 +2%
GD
3330
Grandfield & Dodd
New York
$492K +$2.17K +10 +0.6%
CSIA
3331
Conrad Siegel Investment Advisors
Pennsylvania
$492K +$11.5K +53 +3%
PI
3332
Parkside Investments
Illinois
$490K +$869 +4 +0.2%
EP
3333
Edgestream Partners
New Jersey
$489K -$3.22M -14,834 -89%
WFAG
3334
Wescott Financial Advisory Group
Pennsylvania
$488K +$96.6K +445 +34%
HBWM
3335
Hollow Brook Wealth Management
New York
$488K – – –
THL
3336
Tillman Hartley LLC
Colorado
$488K – – –
CWM
3337
Centurion Wealth Management
Virginia
$487K +$383K +1,766 New
HI
3338
Harrington Investments
California
$487K -$27.1K -125 -7%
DCBT
3339
Dakota Community Bank & Trust
North Dakota
$487K +$17.4K +80 +5%
VC
3340
Veery Capital
Delaware
$485K +$20.6K +95 +6%
TWG
3341
The Wealth Group
Minnesota
$485K – – –
HWA
3342
Heartwood Wealth Advisors
Virginia
$485K -$6.51K -30 -2%
DFA
3343
DHK Financial Advisors
New Hampshire
$484K -$2.17K -10 -0.6%
UPS
3344
UHLMANN PRICE SECURITIES
Illinois
$484K -$59.5K -274 -14%
MCM
3345
Mill Capital Management
North Carolina
$482K – – –
SCM
3346
Stonebridge Capital Management
California
$480K +$378K +1,740 New
ME
3347
McIlrath & Eck
Washington
$480K +$434 +2 +0.1%
AWM
3348
Adams Wealth Management
Utah
$480K +$378K +1,740 New
Q
3349
QVR
California
$475K +$375K +1,725 New
FCCM
3350
First City Capital Management
Georgia
$475K -$1.52K -7 -0.4%
132 133
134
135 136