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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
4201
Adapt Wealth Advisors
Georgia
$307K -$10.5K -32 -3%
CIM
4202
Corbyn Investment Management
Maryland
$307K -$75K -228 -19%
AAG
4203
Asset Advisory Group
New Jersey
$307K +$9.87K +30 +3%
HMS
4204
Hanseatic Management Services
New Mexico
$307K +$326K +991 New
ACA
4205
AllStreet Capital Advisors
California
$306K -$19.7K -60 -6%
SIC
4206
Sage Investment Counsel
Tennessee
$306K – – –
CL
4207
CSS LLC
Illinois
$306K +$326K +990 New
HG
4208
Harbor Group
New Hampshire
$306K +$82.6K +251 +34%
NFG
4209
Norris Financial Group
South Carolina
$304K +$32.9K +100 +11%
1CP
4210
1015 Capital Partners
Pennsylvania
$304K -$2.63K -8 -0.8%
BRPW
4211
Ballast Rock Private Wealth
South Carolina
$304K -$29K -88 -8%
BW
4212
Balance Wealth
Ohio
$304K +$47.7K +145 +17%
UIA
4213
Ulland Investment Advisors
Minnesota
$303K -$3.29K -10 -1%
VFG
4214
V2 Financial group
Illinois
$303K +$89.2K +271 +38%
EFG
4215
Elevated Financial Group
Indiana
$302K -$4.28K -13 -1%
AWC
4216
Adamsbrown Wealth Consultants
Kansas
$302K +$5.59K +17 +2%
AI
4217
Arrien Investments
Idaho
$301K – – –
KFP
4218
Kerr Financial Planning
California
$301K -$21.1K -64 -8%
MPAM
4219
Murphy Pohlad Asset Management
Minnesota
$300K – – –
OC
4220
Optima Capital
Oregon
$300K -$70.1K -213 -18%
FPF
4221
First Pacific Financial
Washington
$300K +$59.6K +181 +23%
BFG
4222
Birch Financial Group
New Hampshire
$299K +$15.8K +48 +5%
IWS
4223
Integrity Wealth Solutions
Colorado
$299K +$30.9K +94 +11%
GAA
4224
Guardian Asset Advisors
Pennsylvania
$298K -$218K -661 -41%
PHWM
4225
Pine Harbor Wealth Management
Maryland
$298K – – –
167 168
169
170 171