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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
3401
Trillium Asset Management
Massachusetts
$601K +$3.68K +12 +0.7%
SFG
3402
Sunburst Financial Group
Alabama
$601K -$24.5K -80 -4%
CCG
3403
Capital CS Group
California
$600K -$144K -470 -21%
MLFP
3404
MPS Loria Financial Planners
Illinois
$600K +$5.83K +19 +1%
DWAM
3405
Duncan Williams Asset Management
Tennessee
$599K -$97.9K -319 -15%
SFG
3406
Sterling Financial Group
California
$599K -$29.1K -95 -5%
RCM
3407
Ridgepath Capital Management
Tennessee
$598K +$30.7K +100 +6%
TA
3408
TrueWealth Advisors
Alabama
$595K -$93.9K -306 -15%
CFGA
3409
Cambridge Financial Group (Arizona)
Arizona
$594K – – –
IFS
3410
Ifrah Financial Services
Arkansas
$594K -$7.36K -24 -1%
CWM
3411
Cedar Wealth Management
California
$594K -$313K -1,020 -36%
ABLA
3412
Alan B. Lancz & Associates
Ohio
$594K -$46K -150 -8%
NCM
3413
New Capital Management
Texas
$593K +$99.4K +324 +22%
WAM
3414
Wakefield Asset Management
Colorado
$593K -$1.93M -6,303 -78%
SA
3415
Sage Advisors
Colorado
$591K -$80.7K -263 -13%
CC
3416
Cornerstone Capital
California
$591K +$58.3K +190 +12%
TWG
3417
The Wealth Group
Minnesota
$589K +$7.67K +25 +1%
PI
3418
Parkside Investments
Illinois
$587K +$920 +3 +0.2%
QAM
3419
Q3 Asset Management
Michigan
$587K +$547K +1,782 New
CA
3420
Carson Advisory
Georgia
$586K -$75.5K -246 -12%
MFWP
3421
Mosaic Family Wealth Partners
Missouri
$586K -$24.2K -79 -4%
NWM
3422
Napa Wealth Management
California
$586K +$23K +75 +4%
VC
3423
Veery Capital
Delaware
$585K +$3.68K +12 +0.7%
PBO
3424
Peoples Bank (Ohio)
Ohio
$584K -$58K -189 -10%
HBWM
3425
Hollow Brook Wealth Management
New York
$584K – – –
135 136
137
138 139