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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
3376
Triumph Capital Management
Colorado
$911K -$1.2M -3,365 -56%
RCWM
3377
Royal Capital Wealth Management
Indiana
$910K – – –
LRIA
3378
Leonard Rickey Investment Advisors
Washington
$908K +$7.51K +21 +0.8%
PFM
3379
Phillips Financial Management
Indiana
$908K -$129K -361 -12%
RFA
3380
Rollins Financial Advisors
New York
$908K +$66.9K +187 +8%
FPH
3381
Financial Planning Hawaii
Hawaii
$904K +$934K +2,612 New
CPL
3382
CAP Partners LLC
Tennessee
$904K -$22.5K -63 -2%
EIP
3383
Ellis Investment Partners
Pennsylvania
$903K +$8.94K +25 +1%
SL
3384
Sentry LLC
Tennessee
$902K – – –
MPW
3385
MA Private Wealth
California
$902K +$93.3K +261 +11%
AFWM
3386
Arta Finance Wealth Management
California
$902K +$932K +2,607 New
TSS
3387
Two Sigma Securities
New York
$902K -$471K -1,318 -34%
CAM
3388
Concorde Asset Management
Michigan
$902K -$69.4K -194 -7%
AAG
3389
Armstrong Advisory Group
Massachusetts
$901K -$10.4K -29 -1%
SDWMA
3390
Schneider Downs Wealth Management Advisors
Pennsylvania
$900K +$930K +2,601 New
ACM
3391
Ashford Capital Management
Delaware
$900K -$179K -500 -16%
SC
3392
Summa Corp
Texas
$897K -$25.7K -72 -3%
MSWMA
3393
Market Street Wealth Management Advisors
Indiana
$897K +$109K +305 +13%
PCM
3394
Park Capital Management
Wisconsin
$895K -$731K -2,045 -44%
NWM
3395
Nova Wealth Management
Florida
$894K +$46.5K +130 +5%
EPG
3396
Estate Planners Group
Pennsylvania
$894K +$923K +2,582 New
FHC
3397
First Heartland Consultants
Missouri
$893K -$13.9K -39 -1%
MWA
3398
MFA Wealth Advisors
Pennsylvania
$893K -$215K -601 -19%
OPOWM
3399
One Plus One Wealth Management
Florida
$893K -$154K -430 -14%
DCBT
3400
Dakota Community Bank & Trust
North Dakota
$893K +$152K +424 +20%
134 135
136
137 138