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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWS
3326
Broadway Wealth Solutions
Texas
$970K +$70.8K +198 +8%
AIM
3327
Avity Investment Management
Connecticut
$969K -$16.1K -45 -2%
FFG
3328
Fiduciary Financial Group
California
$967K -$97.6K -273 -9%
AAA
3329
Andrews Advisory Associates
Hawaii
$967K +$999K +2,794 New
OCG
3330
Opus Capital Group
Ohio
$966K -$40.4K -113 -4%
AIM
3331
Aigen Investment Management
New York
$965K -$1.22M -3,402 -55%
FF
3332
Friedenthal Financial
New Jersey
$965K +$969K +2,710 +3,519%
A
3333
AlphaQuest
New York
$963K +$617K +1,725 +163%
IIL
3334
Insight Inv LLC
California
$960K +$249K +695 +33%
BW
3335
Blalock Williams
Alabama
$957K +$7.87K +22 +0.8%
OCPWS
3336
One Charles Private Wealth Services
Massachusetts
$955K -$30.4K -85 -3%
FSA
3337
Financial Sense Advisors
California
$954K – – –
ICA
3338
Infrastructure Capital Advisors
New York
$945K -$1.51M -4,221 -61%
THL
3339
Tillman Hartley LLC
Colorado
$945K +$237K +664 +32%
PCMU
3340
Paragon Capital Management (Utah)
Utah
$943K -$96.6K -270 -9%
BP
3341
BBR Partners
New York
$943K +$105K +295 +12%
SFG
3342
Shum Financial Group
California
$943K +$377K +1,053 +63%
PHIC
3343
Pine Haven Investment Counsel
Massachusetts
$938K -$8.94K -25 -0.9%
BTD
3344
BankPlus Trust Department
Mississippi
$937K -$74.4K -208 -7%
CSI
3345
Cross Staff Investments
New York
$936K – – –
KWMG
3346
King Wealth Management Group
Florida
$936K -$25.7K -72 -3%
SIAP
3347
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$935K +$159K +446 +20%
GCG
3348
Gilbert Capital Group
Maine
$934K -$32.2K -90 -3%
EAM
3349
Empirical Asset Management
Massachusetts
$934K +$16.1K +45 +0.5%
AIFAIM
3350
American Institute for Advanced Investment Management
Arizona
$931K -$51.1K -143 -5%
132 133
134
135 136