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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
4426
Summit Asset Management
Tennessee
$286K +$36.5K +91 +14%
SG
4427
Sankala Group
Colorado
$286K -$63K -157 -17%
FPWM
4428
Five Pine Wealth Management
Idaho
$285K +$802 +2 +0.3%
AFC
4429
Avise Financial Cooperative
California
$285K -$13.6K -34 -4%
CCA
4430
Collaborative Capital Advisors
New York
$285K +$303K +755 New
AIS
4431
AM Investment Strategies
Tennessee
$284K +$302K +753 New
NSG
4432
Nalls Sherbakoff Group
Tennessee
$284K +$401 +1 +0.1%
EM
4433
ELCO Management
New York
$284K +$301K +751 New
PCM
4434
Polymer Capital Management
New York
$284K -$14.6M -36,409 -98%
WA
4435
Walsh & Associates
Florida
$284K +$180K +448 +148%
GWM
4436
Global Wealth Management
New Jersey
$283K – – –
SG
4437
Stanich Group
New York
$283K +$30.5K +76 +11%
FH
4438
Financial Harvest
Florida
$283K +$30.9K +77 +11%
VWA
4439
Valued Wealth Advisors
Utah
$281K +$16K +40 +6%
RIA
4440
Rhodes Investment Advisors
Texas
$281K -$14.4K -36 -5%
HOWA
4441
Hudson Oak Wealth Advisory
New Jersey
$280K -$10.4K -26 -3%
LFG
4442
Lockerman Financial Group
California
$280K -$30.5K -76 -9%
HG
4443
Harbor Group
New Hampshire
$280K -$99.8K -249 -25%
LK
4444
Lumbard & Kellner
New Hampshire
$280K +$297K +740 New
GSF
4445
Grove Street Fiduciary
New Hampshire
$279K -$53.7K -134 -15%
B
4446
BetterWealth
California
$278K – – –
SWM
4447
Shakespeare Wealth Management
Wisconsin
$278K +$13.2K +33 +5%
IWP
4448
IAG Wealth Partners
Wisconsin
$278K -$34.5K -86 -10%
ACA
4449
Adirondack Capital Advisors
New York
$277K -$9.22K -23 -3%
JFG
4450
Juno Financial Group
Virginia
$276K +$293K +731 New
176 177
178
179 180