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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
4301
HighMark Wealth Management
Minnesota
$269K +$242K +734 +544%
VIP
4302
Vista Investment Partners
Oklahoma
$269K -$7.21M -21,897 -96%
BHWM
4303
Bay Harbor Wealth Management
Maryland
$269K +$30.6K +93 +12%
CGH
4304
CMG Global Holdings
Texas
$269K -$316K -959 -52%
SC
4305
Shearwater Capital
Colorado
$268K +$5.26K +16 +2%
PA
4306
Prossimo Advisors
California
$267K -$52.6K -160 -16%
FWP
4307
Fiduciary Wealth Partners
Massachusetts
$267K -$277K -843 -49%
CICI
4308
Capital Investment Counsel Inc
North Carolina
$267K – – –
AWA
4309
Arbor Wealth Advisors
Michigan
$266K – – –
SF
4310
Seros Financial
Arizona
$266K +$1.65K +5 +0.6%
PF
4311
Prota Financial
Texas
$265K – – –
MQWP
4312
Morey & Quinn Wealth Partners
Nebraska
$265K +$29.9K +91 +12%
MIM
4313
Macroview Investment Management
Maryland
$264K +$19.1K +58 +7%
TIA
4314
Traphagen Investment Advisors
New Jersey
$262K +$64.2K +195 +30%
TF
4315
Tandem Financial
Colorado
$262K +$278K +846 New
CCM
4316
Causeway Capital Management
California
$261K +$5.26K +16 +2%
ICMM
4317
Integrated Capital Management (Michigan)
Michigan
$261K +$17.1K +52 +7%
NAMM
4318
NorthStar Asset Management (Massachusetts)
Massachusetts
$261K – – –
TFS
4319
truNorth Financial Services
Pennsylvania
$260K +$13.2K +40 +5%
JESC
4320
J.E. Simmons & Co
Texas
$260K +$33.2K +101 +14%
GW
4321
Graetz Wealth
Michigan
$259K +$50.3K +153 +22%
MWP
4322
Meredith Wealth Planning
Illinois
$259K -$13.5K -41 -5%
SRCM
4323
Signature Resources Capital Management
California
$259K -$7.57K -23 -3%
NEWAS
4324
N.E.W. Advisory Services
Wisconsin
$258K +$19.4K +59 +8%
MWP
4325
Meriwether Wealth & Planning
Louisiana
$258K +$32.6K +99 +13%
171 172
173
174 175