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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
3526
Washington Trust Advisors
Massachusetts
$771K -$49K -137 -6%
TCM
3527
Tuttle Capital Management
Connecticut
$771K -$47.9K -134 -6%
CWA
3528
CogentBlue Wealth Advisors
Tennessee
$770K +$136K +381 +21%
SHFC
3529
Safe Harbor Family Capital
North Carolina
$770K +$795K +2,224 New
WS
3530
Wilian Securities
Minnesota
$768K +$794K +2,219 New
SWM
3531
Stronghold Wealth Management
Florida
$767K +$793K +2,217 New
WJA
3532
Willis Johnson & Associates
Texas
$767K +$5.36K +15 +0.7%
MFS
3533
Madrona Financial Services
Washington
$767K +$27.9K +78 +4%
CAM
3534
Costello Asset Management
Pennsylvania
$765K -$65.1K -182 -8%
EIG
3535
Ellenbecker Investment Group
Wisconsin
$764K +$91.9K +257 +13%
CPA
3536
Cathy Pareto & Associates
Florida
$763K -$21.1K -59 -3%
YWM
3537
Yukon Wealth Management
Kansas
$762K -$2.51M -7,023 -74%
MW
3538
Members Wealth
Pennsylvania
$762K -$105K -295 -11%
CCA
3539
Cora Capital Advisors
New Jersey
$759K +$220K +615 +39%
AW
3540
Alchemi Wealth
Connecticut
$758K +$783K +2,190 New
IFA
3541
Index Fund Advisors
California
$758K +$171K +479 +28%
SEP
3542
Signature Equity Partners
Ohio
$758K +$783K +2,190 New
JHCP
3543
Jackson Hole Capital Partners
Oklahoma
$758K +$6.79K +19 +0.9%
FNT
3544
First Nebraska Trust
Nebraska
$757K +$35.8K +100 +5%
IDA
3545
Intelligence Driven Advisers
California
$756K +$379K +1,060 +94%
FAOAI
3546
Fund Advisors of America Inc
Florida
$755K +$781K +2,183 New
ODIJL
3547
One Day In July LLC
Vermont
$755K +$151K +421 +24%
GWMIA
3548
Global Wealth Management Investment Advisory
Florida
$754K +$28.3K +79 +4%
ELM
3549
Elite Life Management
Florida
$754K +$368K +1,030 +83%
ECM
3550
Ebert Capital Management
California
$754K +$814K +2,275 New
140 141
142
143 144