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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
951
Perkins Coie Trust Company
Washington
$35K – – –
TFO
952
Tarbox Family Office
California
$35K +$736 +30 +2%
OFS
953
Orrstown Financial Services
Pennsylvania
$34K – – –
MGIA
954
Moneta Group Investment Advisors
Missouri
$32K +$31.4K +1,280 +2,133%
VCM
955
Vigilant Capital Management
Maine
$32K +$32.4K +1,320 New
RFA
956
Reilly Financial Advisors
California
$31K +$4.17K +170 +16%
CFD
957
Creative Financial Designs
Indiana
$30K – – –
PA
958
Perennial Advisors
New York
$30K +$4.17K +170 +16%
PWAG
959
Polaris Wealth Advisory Group
California
$29K -$24.5K -1,000 -44%
TFA
960
Transamerica Financial Advisors
Florida
$29K +$736 +30 +3%
RWP
961
RWA Wealth Partners
Massachusetts
$29K +$1.72K +70 +6%
BL
962
Balentine LLC
Georgia
$29K +$29.4K +1,200 New
PCA
963
Peddock Capital Advisors
Massachusetts
$27K +$2.45K +100 +10%
CPA
964
Clear Perspective Advisors
Illinois
$26K – – –
LWM
965
Lenox Wealth Management
Ohio
$25K -$18.4K -750 -42%
RE
966
RBC Europe
United Kingdom
$24.3K -$118K -4,830 -83%
CAC
967
Certified Advisory Corp
Florida
$24K +$23.8K +970 New
RIA
968
RPG Investment Advisory
California
$24K +$24.5K +1,000 New
TFS
969
TrustCore Financial Services
Tennessee
$22K +$17.4K +710 +355%
DWM
970
Destination Wealth Management
California
$22K +$22.1K +900 New
MAM
971
Meeder Asset Management
Ohio
$21.6K -$905K -36,900 -98%
GBBWRPM
972
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$18K – – –
OFW
973
Omnia Family Wealth
Florida
$18K – – –
MPWT
974
MassMutual Private Wealth & Trust
Connecticut
$16.5K +$3.68K +150 +28%
IAS
975
IMA Advisory Services
Colorado
$16K +$15.9K +650 New
37 38
39
40 41