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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
5W
4201
5T Wealth
California
$421K +$4.41K +11 +1%
RAG
4202
RIA Advisory Group
Iowa
$421K +$446K +1,113 New
KA
4203
Kure Advisory
Minnesota
$420K -$128K -319 -22%
UAM
4204
Unifi Asset Management
New York
$419K -$2.49M -6,214 -85%
BFS
4205
Boyer Financial Services
California
$418K +$31.7K +79 +7%
RS
4206
Retirement Solution
Washington
$418K +$79K +197 +22%
LFGO
4207
Legacy Financial Group (Oklahoma)
Oklahoma
$417K +$5.21K +13 +1%
STB
4208
S&T Bank
Pennsylvania
$417K +$35.3K +88 +9%
JE
4209
JMAC Enterprises
Pennsylvania
$416K – – –
GCM
4210
G2 Capital Management
Ohio
$414K -$27.3K -68 -6%
AM
4211
Atwater Malick
Pennsylvania
$414K +$439K +1,096 New
GWA
4212
Gutierrez Wealth Advisory
Arkansas
$413K -$40.1K -100 -8%
AC
4213
AXQ Capital
New Jersey
$413K +$438K +1,092 New
FS
4214
Financial Symmetry
North Carolina
$412K +$81.4K +203 +23%
MWM
4215
Massachusetts Wealth Management
Massachusetts
$412K – – –
BHWM
4216
Bay Harbor Wealth Management
Maryland
$411K +$88.6K +221 +25%
SWM
4217
Silverlake Wealth Management
Vermont
$411K +$17.6K +44 +4%
CAP
4218
Cordoba Advisory Partners
New York
$410K +$435K +1,085 New
SWM
4219
Stockman Wealth Management
Montana
$409K -$143K -356 -25%
IAG
4220
Investment Advisory Group
Massachusetts
$409K +$136K +340 +46%
GWSA
4221
Global Wealth Strategies & Associates
Colorado
$409K +$199K +496 +84%
DIP
4222
Davis Investment Partners
North Carolina
$409K +$21.7K +54 +5%
SCA
4223
STALEY CAPITAL ADVISERS
Pennsylvania
$408K – – –
LWM
4224
Luminvest Wealth Management
Arizona
$408K +$140K +349 +48%
IRAG
4225
Investment Research & Advisory Group
Georgia
$407K -$27.7K -69 -6%
167 168
169
170 171