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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
4301
Parkside Investments
Illinois
$353K +$401 +1 +0.1%
RRMM
4302
Regatta Research & Money Management
Louisiana
$353K +$375K +936 New
CICI
4303
Capital Investment Counsel Inc
North Carolina
$352K +$28.1K +70 +8%
FWP
4304
Fiduciary Wealth Partners
Massachusetts
$352K +$27.3K +68 +8%
TPWM
4305
Twelve Points Wealth Management
Massachusetts
$351K – – –
PCWA
4306
Pacific Capital Wealth Advisors
California
$350K – – –
BWMG
4307
Barnes Wealth Management Group
California
$349K -$50.9K -127 -12%
CAG
4308
Compass Advisory Group
New York
$349K +$12.4K +31 +3%
GC
4309
Gibson Capital
Pennsylvania
$348K +$370K +922 New
AWM
4310
Absher Wealth Management
North Carolina
$348K – – –
VBFP
4311
Valtinson Bruner Financial Planning
Minnesota
$347K +$10.4K +26 +3%
CGH
4312
CMG Global Holdings
Texas
$347K +$20.4K +51 +6%
CIM
4313
Corbyn Investment Management
Maryland
$346K -$30.5K -76 -8%
1L
4314
10Elms LLP
Oklahoma
$346K +$54.5K +136 +17%
SIC
4315
Sage Investment Counsel
Tennessee
$346K -$30.1K -75 -8%
SFA
4316
Seneca Financial Advisors
New York
$345K -$10K -25 -3%
ZWA
4317
Zinnia Wealth Advisory
Florida
$345K -$12K -30 -3%
BOM
4318
Bank of Marin
California
$345K -$158K -393 -30%
TGIA
4319
Torrey Growth & Income Advisors
California
$344K -$93.8K -234 -20%
HWA
4320
Heritage Wealth Architects
Minnesota
$344K – – –
PWSG
4321
Pacific Wealth Strategies Group
California
$344K +$56.1K +140 +18%
DSCM
4322
Del-Sette Capital Management
New York
$343K – – –
RS
4323
R Squared
Hong Kong
$342K -$1.69M -4,223 -82%
RCS
4324
R2 Capital Strategies
Nebraska
$342K +$363K +906 New
GL
4325
Gerber LLC
Ohio
$342K -$16K -40 -4%
171 172
173
174 175