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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
AllSquare Wealth Management
New York
$271K +$189K +6,500 +222%
VCM
1027
Virtue Capital Management
Tennessee
$271K +$274K +9,400 New
HR
1028
Hayden Royal
North Carolina
$270K +$59.7K +2,050 +27%
PA
1029
Parallel Advisors
California
$267K -$108K -3,690 -28%
VWM
1030
Venturi Wealth Management
Texas
$265K +$10.5K +360 +4%
TC
1031
TownSquare Capital
Utah
$263K -$39.1K -1,340 -12%
FBC
1032
Fairfield, Bush & Co
Connecticut
$263K – – –
OMC
1033
Old Mission Capital
Illinois
$263K +$267K +9,150 New
SW
1034
SlateStone Wealth
Florida
$261K -$58K -1,990 -18%
GAM
1035
Grandview Asset Management
Pennsylvania
$260K -$28K -960 -10%
SBIA
1036
Sheaff Brock Investment Advisors
Indiana
$259K -$67.9K -2,330 -21%
LNC
1037
Lincoln National Corp
Pennsylvania
$258K +$27.4K +940 +12%
GCA
1038
Gradient Capital Advisors
California
$258K +$63.8K +2,190 +32%
SRC
1039
Sage Rhino Capital
California
$256K +$9.62K +330 +4%
RC
1040
RegentAtlantic Capital
New Jersey
$255K -$10.2K -350 -4%
FWM
1041
Fairhaven Wealth Management
Illinois
$254K -$10.2K -350 -4%
MA
1042
MUFG Americas
New York
$254K -$10.2K -350 -4%
WCM
1043
Wedge Capital Management
North Carolina
$253K +$256K +8,800 New
TA
1044
Tiedemann Advisors
New York
$252K -$548K -18,790 -68%
BHWM
1045
Bar Harbor Wealth Management
New Hampshire
$251K +$254K +8,710 New
GC
1046
Gilbert & Cook
Iowa
$251K +$254K +8,730 New
MAFM
1047
Mid Atlantic Financial Management
Pennsylvania
$250K -$72.9K -2,500 -22%
IIA
1048
IPG Investment Advisors
California
$246K -$527K -18,100 -68%
BCM
1049
Boltwood Capital Management
California
$245K -$43.4K -1,490 -15%
SWA
1050
Stratos Wealth Advisors
Ohio
$245K +$10.2K +350 +4%
40 41
42
43 44