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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
YAVAPFMC
3601
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$705K +$727K +2,032 New
VA
3602
Veratis Advisors
North Carolina
$703K +$758K +2,121 New
CCA
3603
Corps Capital Advisors
Texas
$702K +$726K +2,029 New
CPW
3604
Crestmont Private Wealth
Texas
$702K -$51.5K -144 -7%
SO
3605
Sierra Ocean
California
$701K +$6.79K +19 +0.9%
PCM
3606
Pennsylvania Capital Management
Pennsylvania
$699K +$283K +791 +64%
AWA
3607
Alta Wealth Advisors
Massachusetts
$696K +$278K +777 +63%
ST
3608
Sageworth Trust
Pennsylvania
$695K -$11.8M -33,009 -94%
VR
3609
Valued Retirements
Texas
$692K – – –
CE
3610
Cornerstone Enterprises
Wisconsin
$692K +$715K +2,000 New
I
3611
InterCapital
Texas
$692K +$715K +2,000 New
SCA
3612
Sassicaia Capital Advisers
New York
$692K +$715K +2,000 New
CPSC
3613
Carl P. Sherr & Co
Massachusetts
$689K +$743K +2,079 New
RFN
3614
Redwood Financial Network
Ohio
$688K +$17.2K +48 +2%
MKA
3615
M. Kulyk & Associates
Georgia
$687K -$86.5K -242 -11%
AIMC
3616
Alley Investment Management Company
Illinois
$687K – – –
PFM
3617
Potomac Fund Management
Florida
$686K +$148K +414 +26%
FIC
3618
Family Investment Center
Missouri
$685K +$220K +616 +45%
WWM
3619
Walser Wealth Management
Florida
$683K +$706K +1,974 New
ORC
3620
O'Rourke & Company
Massachusetts
$683K -$7.87K -22 -1%
AW
3621
Avion Wealth
Texas
$682K -$70.1K -196 -9%
CFO
3622
Custos Family Office
Texas
$682K -$12.9K -36 -2%
WA
3623
WBH Advisory
Maryland
$682K -$63.3K -177 -8%
SLP
3624
Storen Legacy Partners
Indiana
$681K +$703K +1,967 New
AWA
3625
A4 Wealth Advisors
North Carolina
$680K -$510K -1,427 -42%
143 144
145
146 147