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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
A
3326
AlphaQuest
New York
$963K +$617K +1,725 +163%
IIL
3327
Insight Inv LLC
California
$960K +$249K +695 +33%
BW
3328
Blalock Williams
Alabama
$957K +$7.87K +22 +0.8%
OCPWS
3329
One Charles Private Wealth Services
Massachusetts
$955K -$30.4K -85 -3%
FSA
3330
Financial Sense Advisors
California
$954K – – –
ICA
3331
Infrastructure Capital Advisors
New York
$945K -$1.51M -4,221 -61%
THL
3332
Tillman Hartley LLC
Colorado
$945K +$237K +664 +32%
PCMU
3333
Paragon Capital Management (Utah)
Utah
$943K -$96.6K -270 -9%
BP
3334
BBR Partners
New York
$943K +$105K +295 +12%
SFG
3335
Shum Financial Group
California
$943K +$377K +1,053 +63%
PHIC
3336
Pine Haven Investment Counsel
Massachusetts
$938K -$8.94K -25 -0.9%
BTD
3337
BankPlus Trust Department
Mississippi
$937K -$74.4K -208 -7%
CSI
3338
Cross Staff Investments
New York
$936K – – –
KWMG
3339
King Wealth Management Group
Florida
$936K -$25.7K -72 -3%
SIAP
3340
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$935K +$159K +446 +20%
GCG
3341
Gilbert Capital Group
Maine
$934K -$32.2K -90 -3%
EAM
3342
Empirical Asset Management
Massachusetts
$934K +$16.1K +45 +0.5%
AIFAIM
3343
American Institute for Advanced Investment Management
Arizona
$931K -$51.1K -143 -5%
OWM
3344
Omnitrust Wealth Management
Florida
$929K +$959K +2,683 New
EWS
3345
Eagle Wealth Strategies
New Jersey
$927K -$32.9K -92 -3%
TGY2IT
3346
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$926K +$957K +2,676 New
CPIA
3347
Cornell Pochily Investment Advisors
New York
$926K +$38.3K +107 +4%
TF
3348
Tenzing Financial
Virginia
$925K +$956K +2,673 New
WA
3349
Waystone Advisors
Washington
$923K +$953K +2,666 New
PB
3350
Pinnacle Bancorp
Nebraska
$923K -$8.22K -23 -0.9%
132 133
134
135 136