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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
3901
Hamilton Point Investment Advisors
North Carolina
$615K +$26.1K +65 +4%
PHAM
3902
Palisades Hudson Asset Management
Florida
$615K – – –
LPAM
3903
Lodestar Private Asset Management
California
$614K +$26.9K +67 +4%
LWP
3904
LMG Wealth Partners
Louisiana
$611K -$401 -1 -0.1%
S
3905
Sachetta
Massachusetts
$610K +$112K +279 +21%
BP
3906
BBR Partners
New York
$609K -$249K -621 -28%
WAM
3907
Wallington Asset Management
Indiana
$609K – – –
PFO
3908
PMG Family Office
Texas
$609K +$148K +370 +30%
MSWA
3909
Marshall & Sterling Wealth Advisors
New York
$609K +$1.2K +3 +0.2%
P
3910
Palladiem
Pennsylvania
$608K +$60.5K +151 +10%
FFWM
3911
Future Financial Wealth Management
Ohio
$608K +$48.1K +120 +8%
TA
3912
TrueWealth Advisors
Alabama
$607K -$28.1K -70 -4%
PCMK
3913
Paragon Capital Management (Kansas)
Kansas
$604K – – –
SAM
3914
Shikiar Asset Management
New York
$604K +$281K +700 +78%
HSG
3915
Helen Stephens Group
Texas
$604K +$40.1K +100 +7%
UFPG
3916
United Financial Planning Group
New York
$604K +$415K +1,034 +183%
FC
3917
Fulcrum Capital
Washington
$602K -$145K -361 -18%
E
3918
Entelevest
Florida
$601K +$6.82K +17 +1%
KCIA
3919
Kingsbury Capital Investment Advisors
Illinois
$601K +$25.3K +63 +4%
KWM
3920
KMT Wealth Management
California
$601K +$321K +800 +101%
HIA
3921
Harvest Investment Advisors
Florida
$601K -$30.1K -75 -5%
BST
3922
Bath Savings Trust
Maine
$597K +$13.6K +34 +2%
FPGK
3923
Financial Partners Group (Kansas)
Kansas
$597K +$171K +426 +37%
KAS
3924
Kemnay Advisory Services
New York
$596K +$69.8K +174 +12%
FPI
3925
Financial Plan Inc
Washington
$596K +$74.6K +186 +13%
155 156
157
158 159