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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
951
Jacobi Capital Management
Pennsylvania
$37K – – –
GTAM
952
Global Trust Asset Management
Florida
$36K – – –
VEA
953
Virtus ETF Advisers
New York
$35K -$4.41K -180 -11%
PCTC
954
Perkins Coie Trust Company
Washington
$35K – – –
TFO
955
Tarbox Family Office
California
$35K +$736 +30 +2%
OFS
956
Orrstown Financial Services
Pennsylvania
$34K – – –
MGIA
957
Moneta Group Investment Advisors
Missouri
$32K +$31.4K +1,280 +2,133%
VCM
958
Vigilant Capital Management
Maine
$32K +$32.4K +1,320 New
RFA
959
Reilly Financial Advisors
California
$31K +$4.17K +170 +16%
CFD
960
Creative Financial Designs
Indiana
$30K – – –
PA
961
Perennial Advisors
New York
$30K +$4.17K +170 +16%
PWAG
962
Polaris Wealth Advisory Group
California
$29K -$24.5K -1,000 -44%
TFA
963
Transamerica Financial Advisors
Florida
$29K +$736 +30 +3%
RWP
964
RWA Wealth Partners
Massachusetts
$29K +$1.72K +70 +6%
BL
965
Balentine LLC
Georgia
$29K +$29.4K +1,200 New
PCA
966
Peddock Capital Advisors
Massachusetts
$27K +$2.45K +100 +10%
CPA
967
Clear Perspective Advisors
Illinois
$26K – – –
LWM
968
Lenox Wealth Management
Ohio
$25K -$18.4K -750 -42%
RE
969
RBC Europe
United Kingdom
$24.3K -$118K -4,830 -83%
CAC
970
Certified Advisory Corp
Florida
$24K +$23.8K +970 New
RIA
971
RPG Investment Advisory
California
$24K +$24.5K +1,000 New
TFS
972
TrustCore Financial Services
Tennessee
$22K +$17.4K +710 +355%
DWM
973
Destination Wealth Management
California
$22K +$22.1K +900 New
MAM
974
Meeder Asset Management
Ohio
$21.6K -$905K -36,900 -98%
GBBWRPM
975
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K – – –
37 38
39
40 41