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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HSG
4101
Helen Stephens Group
Texas
$383K +$5.36K +15 +1%
FC
4102
Fusion Capital
South Carolina
$382K +$715 +2 +0.2%
CCG
4103
Capital CS Group
California
$382K -$256K -716 -39%
CCP
4104
Carmel Capital Partners
California
$382K – – –
PCM
4105
Poehling Capital Management
Wisconsin
$382K – – –
GPW
4106
Gray Private Wealth
Massachusetts
$381K – – –
JE
4107
JMAC Enterprises
Pennsylvania
$381K – – –
AA
4108
Advisory Advocates
Michigan
$381K +$393K +1,100 New
SFG
4109
Southern Financial Group
Alabama
$381K +$393K +1,100 New
LFGO
4110
Legacy Financial Group (Oklahoma)
Oklahoma
$381K – – –
MAA
4111
Matrix Asset Advisors
New York
$380K -$7.15K -20 -2%
SW
4112
Solidarity Wealth
Utah
$380K -$153K -429 -28%
EWM
4113
Elmwood Wealth Management
California
$380K +$11.4K +32 +3%
CIC
4114
Cutler Investment Counsel
Oregon
$379K -$22.5K -63 -5%
FPGK
4115
Financial Partners Group (Kansas)
Kansas
$378K -$22.5K -63 -5%
MWM
4116
Massachusetts Wealth Management
Massachusetts
$377K – – –
JFGLC
4117
Johnson Financial Group LLC (Colorado)
Colorado
$377K -$127K -356 -25%
OWM
4118
OneAscent Wealth Management
Alabama
$376K -$20.4K -57 -5%
PI
4119
Pachira Investments
California
$374K +$102K +285 +36%
ASG
4120
Ariston Services Group
California
$374K – – –
KWM
4121
KW Wealth Management
California
$374K +$139K +390 +57%
SCA
4122
STALEY CAPITAL ADVISERS
Pennsylvania
$374K -$17.9K -50 -4%
GPWA
4123
Great Point Wealth Advisors
Massachusetts
$373K -$24K -67 -6%
TF
4124
Tompkins Financial
New York
$372K +$1.07K +3 +0.3%
SG
4125
Sankala Group
Colorado
$370K +$414K +1,159 New
163 164
165
166 167