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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFGO
4176
Legacy Financial Group (Oklahoma)
Oklahoma
$417K +$5.21K +13 +1%
STB
4177
S&T Bank
Pennsylvania
$417K +$35.3K +88 +9%
JE
4178
JMAC Enterprises
Pennsylvania
$416K – – –
GCM
4179
G2 Capital Management
Ohio
$414K -$27.3K -68 -6%
AM
4180
Atwater Malick
Pennsylvania
$414K +$439K +1,096 New
GWA
4181
Gutierrez Wealth Advisory
Arkansas
$413K -$40.1K -100 -8%
AC
4182
AXQ Capital
New Jersey
$413K +$438K +1,092 New
FS
4183
Financial Symmetry
North Carolina
$412K +$81.4K +203 +23%
MWM
4184
Massachusetts Wealth Management
Massachusetts
$412K – – –
BHWM
4185
Bay Harbor Wealth Management
Maryland
$411K +$88.6K +221 +25%
SWM
4186
Silverlake Wealth Management
Vermont
$411K +$17.6K +44 +4%
CAP
4187
Cordoba Advisory Partners
New York
$410K +$435K +1,085 New
SWM
4188
Stockman Wealth Management
Montana
$409K -$143K -356 -25%
IAG
4189
Investment Advisory Group
Massachusetts
$409K +$136K +340 +46%
GWSA
4190
Global Wealth Strategies & Associates
Colorado
$409K +$199K +496 +84%
DIP
4191
Davis Investment Partners
North Carolina
$409K +$21.7K +54 +5%
SCA
4192
STALEY CAPITAL ADVISERS
Pennsylvania
$408K – – –
LWM
4193
Luminvest Wealth Management
Arizona
$408K +$140K +349 +48%
IRAG
4194
Investment Research & Advisory Group
Georgia
$407K -$27.7K -69 -6%
RFP
4195
Roth Financial Partners
Texas
$404K +$116K +290 +37%
SWMG
4196
Sanchez Wealth Management Group
Florida
$404K +$401 +1 +0.1%
HC
4197
Hendley & Co
Ohio
$404K – – –
DWM
4198
Denver Wealth Management
Colorado
$403K +$26.5K +66 +7%
WFM
4199
Wolff Financial Management
Michigan
$403K +$802 +2 +0.2%
PCMF
4200
Private Capital Management (Florida)
Florida
$403K – – –
166 167
168
169 170