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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
701
Waverly Advisors
Alabama
$806K +$29.4K +1,130 +4%
IAA
702
Independent Advisor Alliance
North Carolina
$797K +$110K +4,220 +17%
PP
703
Palladium Partners
Virginia
$790K -$16.9K -650 -2%
MF
704
Magnetar Financial
Illinois
$779K +$469K +18,030 +146%
AT
705
Argent Trust
Texas
$758K +$80.8K +3,110 +12%
SSWM
706
Sheets Smith Wealth Management
North Carolina
$757K +$16.4K +630 +2%
FBFS
707
First Business Financial Services
Wisconsin
$756K +$765K +29,410 New
RC
708
Roundview Capital
New Jersey
$753K +$242K +9,300 +46%
CRC
709
Curi RMB Capital
Illinois
$749K +$49.4K +1,900 +7%
MMPW
710
Mitchell McLeod Pugh & Williams
Alabama
$747K +$67.6K +2,600 +10%
PTC
711
Private Trust Company
Ohio
$746K -$84.5K -3,250 -10%
AAM
712
Aureus Asset Management
Massachusetts
$746K +$120K +4,600 +19%
CCA
713
Checchi Capital Advisers
California
$741K +$36.7K +1,410 +5%
BFM
714
Boothbay Fund Management
New York
$724K -$1.14M -43,870 -61%
PJSIMP
715
P.J. Schmidt Investment Management (PJS)
Wisconsin
$715K -$46.8K -1,800 -6%
BAM
716
Belpointe Asset Management
Nevada
$715K +$16.4K +630 +2%
BBA
717
BLB&B Advisors
Pennsylvania
$714K – – –
TWA
718
TCI Wealth Advisors
Arizona
$712K -$10.4K -400 -1%
TCM
719
Tributary Capital Management
Nebraska
$694K -$13K -500 -2%
GXMC
720
Global X Management Company
New York
$690K +$168K +6,460 +32%
AAM
721
Azzad Asset Management
Virginia
$687K +$174K +6,700 +33%
JIP
722
Jaffetilchin Investment Partners
Florida
$686K +$694K +26,690 New
TCM
723
Teza Capital Management
Illinois
$683K +$691K +26,580 New
ACS
724
Archford Capital Strategies
Illinois
$681K +$689K +26,500 New
MA
725
MANA Advisors
New York
$678K +$686K +26,400 New
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