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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HBS
3376
Howard Bailey Securities
Indiana
$275K +$13.5K +64 +4%
C1AG
3377
Client 1st Advisory Group
Florida
$275K +$423 +2 +0.1%
VAF
3378
Values Added Financial
District of Columbia
$275K +$17.8K +84 +5%
SIS
3379
Sound Income Strategies
Florida
$275K +$34.9K +165 +11%
HCM
3380
Hilton Capital Management
New York
$275K -$6.8M -32,141 -95%
BST
3381
Bath Savings Trust
Maine
$274K +$24.6K +116 +8%
EWA
3382
Evolution Wealth Advisors
Florida
$273K -$597K -2,820 -63%
AWP
3383
Abacus Wealth Partners
California
$273K +$124K +584 +56%
FGG
3384
Financial Guidance Group
Florida
$273K +$345K +1,630 New
AAM
3385
Augustine Asset Management
Florida
$273K +$20.1K +95 +6%
RC
3386
Rareview Capital
Nevada
$272K – – –
SRWM
3387
Shira Ridge Wealth Management
California
$272K -$23.1K -109 -6%
AFA
3388
Arlington Financial Advisors
California
$272K +$79.2K +374 +30%
ML
3389
Mayport LLC
Massachusetts
$272K +$344K +1,624 New
NFG
3390
Nadler Financial Group
Illinois
$271K +$130K +615 +61%
JFGLC
3391
Johnson Financial Group LLC (Colorado)
Colorado
$271K +$342K +1,618 New
CC
3392
Cornerstone Capital
California
$270K -$9.1K -43 -3%
BWM
3393
BCS Wealth Management
Tennessee
$270K -$148K -701 -30%
ODIJL
3394
One Day In July LLC
Vermont
$270K -$33.9K -160 -9%
CBT
3395
Crews Bank & Trust
Florida
$269K +$26.7K +126 +9%
VPP
3396
Vertex Planning Partners
Illinois
$268K -$12.9K -61 -4%
CGA
3397
Compound Global Advisors
Washington
$268K -$63.5K -300 -16%
DQRIM
3398
Dale Q Rice Investment Management
Washington
$268K +$339K +1,600 New
BA
3399
Bluesphere Advisors
Pennsylvania
$268K -$41.7K -197 -11%
LF
3400
LifeSteps Financial
California
$267K -$81.5K -385 -19%
134 135
136
137 138