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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
4551
Whipplewood Advisors
Colorado
$119K +$109K +332 +638%
SC
4552
Swan Capital
Florida
$119K +$101K +308 +405%
MAM
4553
Marquette Asset Management
Minnesota
$119K +$1.97K +6 +2%
TWM
4554
TopTier Wealth Management
Wisconsin
$119K +$126K +383 New
BFS
4555
Bare Financial Services
Pennsylvania
$117K +$21.1K +64 +20%
ADEF
4556
ABS Direct Equity Fund
Connecticut
$117K +$92.1K +280 New
RCM
4557
Richardson Capital Management
Wisconsin
$116K +$16.8K +51 +16%
SFAM
4558
Sawyer Falduto Asset Management
Illinois
$116K +$329 +1 +0.3%
PSB
4559
Piscataqua Savings Bank
New Hampshire
$115K – – –
VFM
4560
Vision Financial Markets
Connecticut
$112K +$53K +161 +80%
CWM
4561
Cranbrook Wealth Management
Michigan
$110K – – –
GWP
4562
Gen-Wealth Partners
Michigan
$109K +$46.7K +142 +68%
WOSD
4563
WFA of San Diego
California
$107K +$2.63K +8 +2%
WFA
4564
West Financial Advisors
Iowa
$107K -$11.2K -34 -9%
RWM
4565
Rialto Wealth Management
New York
$103K +$26.7K +81 +32%
HHGA
4566
Halbert Hargrove Global Advisors
California
$102K -$9.87K -30 -8%
MS
4567
Monetary Solutions
Ohio
$101K – – –
DAM
4568
Delta Asset Management
Tennessee
$101K +$1.65K +5 +2%
PWA
4569
Principia Wealth Advisory
Texas
$97.8K +$17.1K +52 +20%
BL
4570
BFSG LLC
California
$96.9K +$4.28K +13 +4%
GCS
4571
Gordian Capital (Singapore)
Singapore
$96.3K -$457K -1,390 -82%
SC
4572
Steph & Co
Wisconsin
$94.4K +$50.3K +153 +101%
HPBT
4573
Hickory Point Bank & Trust
Illinois
$94.4K +$100K +305 New
CFG
4574
CKW Financial Group
Hawaii
$94K – – –
LD
4575
Lipe & Dalton
New York
$94K – – –
181 182
183
184 185