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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
3376
O'Dell Group
Ohio
$340K -$425K -2,298 -61%
ONSWM
3377
Old North State Wealth Management
North Carolina
$339K +$31.6K +171 +13%
MCM
3378
Maple Capital Management
Vermont
$339K -$55.5K -300 -17%
LIA
3379
LifePlan Investment Advisors
North Carolina
$338K +$4.07K +22 +2%
PIFP
3380
Partners in Financial Planning
Virginia
$338K +$47.5K +257 +21%
AA
3381
Armis Advisers
Georgia
$337K +$269K +1,456 New
ZIG
3382
Zuckerman Investment Group
Illinois
$336K -$10.2K -55 -3%
LA
3383
Lane & Associates
New Jersey
$336K +$34.8K +188 +14%
BEC
3384
Blue Edge Capital
Virginia
$336K – – –
RIS
3385
Retirement Income Solutions
Michigan
$336K – – –
MCM
3386
Marathon Capital Management
Maryland
$336K +$268K +1,450 New
NA
3387
Note Advisors
New York
$336K +$268K +1,450 New
GWM
3388
Gray Wealth Management
Maine
$336K +$2.77K +15 +1%
TCM
3389
TABR Capital Management
California
$336K +$268K +1,448 New
WFAG
3390
Worth Financial Advisory Group
North Carolina
$335K +$11.1K +60 +4%
WLPWM
3391
Walled Lake Planning & Wealth Management
Illinois
$334K – – –
EL
3392
Essex LLC
Illinois
$333K +$19.6K +106 +8%
AFAS
3393
Acorn Financial Advisory Services
Virginia
$333K -$1.67K -9 -0.6%
CA
3394
Clune & Associates
Illinois
$332K +$265K +1,434 New
NSIM
3395
North Star Investment Management
Illinois
$332K -$8.69K -47 -3%
TDC
3396
Thompson Davis & Co
Virginia
$332K -$9.99K -54 -4%
GB
3397
Goepper Burkhardt
South Carolina
$332K -$25.9K -140 -9%
FDCP
3398
Foster Dykema Cabot & Partners
Massachusetts
$332K – – –
HWMT
3399
Heritage Wealth Management (Texas)
Texas
$332K – – –
BIA
3400
Bell Investment Advisors
California
$331K +$2.22K +12 +0.8%
134 135
136
137 138