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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ABLA
3701
Alan B. Lancz & Associates
Ohio
$623K – – –
CWM
3702
Cedar Wealth Management
California
$623K – – –
KCIC
3703
Kuhn & Co Investment Counsel
Illinois
$623K +$147K +412 +30%
NCM
3704
New Capital Management
Texas
$622K +$358 +1 +0.1%
CC
3705
Cornerstone Capital
California
$620K – – –
SA
3706
Sage Advisors
Colorado
$619K -$1.07K -3 -0.2%
RDFA
3707
Ritter Daniher Financial Advisory
Ohio
$618K -$26.8K -75 -4%
VC
3708
Veery Capital
Delaware
$616K +$2.5K +7 +0.4%
MSWA
3709
Marshall & Sterling Wealth Advisors
New York
$615K -$140K -392 -18%
AAM
3710
Augustine Asset Management
Florida
$615K +$10K +28 +2%
FIG
3711
FSA Investment Group
Florida
$615K +$36.1K +101 +6%
SAA
3712
Southeast Asset Advisors
Georgia
$614K +$13.9K +39 +2%
SHFP
3713
Second Half Financial Partners
Florida
$614K +$20.4K +57 +3%
HBWM
3714
Hollow Brook Wealth Management
New York
$613K – – –
JPLA
3715
Joseph P. Lucia & Associates
New York
$612K +$57.6K +161 +10%
WC
3716
Westerkirk Capital
$612K -$734K -2,053 -54%
CBT
3717
Crews Bank & Trust
Florida
$611K – – –
OCM
3718
Orion Capital Management
California
$610K +$160K +448 +34%
E
3719
Entelevest
Florida
$610K +$630K +1,763 New
FWM
3720
Fonville Wealth Management
Virginia
$610K +$161K +450 +34%
FA
3721
Fountainhead AM
New Jersey
$609K -$4.12M -11,530 -87%
EA
3722
Evergreen Advisors
Tennessee
$609K +$629K +1,759 New
PWA
3723
PCG Wealth Advisors
Kansas
$606K +$1.79K +5 +0.3%
FLP
3724
Financial Life Planners
Arizona
$605K +$471K +1,316 +304%
BBI
3725
Baxter Bros Inc
Connecticut
$602K -$88.7K -248 -12%
147 148
149
150 151