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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CYG
1026
Clean Yield Group
Vermont
$264K – – –
WA
1027
WBH Advisory
Maryland
$264K +$284 +10 +0.1%
AF
1028
Advisornet Financial
Minnesota
$261K +$86.7K +3,050 +48%
AC
1029
Avestar Capital
New York
$260K -$24.2K -850 -8%
FCBT
1030
First Citizens Bank & Trust
North Carolina
$259K +$266K +9,360 New
CWP
1031
Capital Wealth Planning
Florida
$258K -$208K -7,300 -44%
UC
1032
Unio Capital
New Jersey
$257K +$264K +9,300 New
VCM
1033
Virtue Capital Management
Tennessee
$256K -$3.98K -140 -1%
DIA
1034
Dana Investment Advisors
Wisconsin
$254K -$18.7M -657,980 -99%
OWA
1035
Outlook Wealth Advisors
Texas
$254K -$6.82K -240 -3%
LNC
1036
Lincoln National Corp
Pennsylvania
$253K +$6.25K +220 +2%
HR
1037
Hayden Royal
North Carolina
$252K -$18.2K -640 -7%
IHL
1038
Investment House LLC
California
$248K +$14.2K +500 +6%
IFWM
1039
Institute for Wealth Management
Colorado
$247K -$113K -3,960 -31%
PCG
1040
Private Capital Group
Connecticut
$246K -$123K -4,330 -33%
WB
1041
Webster Bank
Connecticut
$246K +$28.7K +1,010 +13%
SWA
1042
Stratos Wealth Advisors
Ohio
$245K +$10.8K +380 +4%
CC
1043
Cognios Capital
Kansas
$245K +$253K +8,910 New
TC
1044
TownSquare Capital
Utah
$244K -$45.2K -1,590 -17%
RC
1045
RegentAtlantic Capital
New Jersey
$244K -$1.14K -40 -0.5%
SRC
1046
Sage Rhino Capital
California
$244K -$853 -30 -0.3%
FWM
1047
Fairhaven Wealth Management
Illinois
$243K – – –
BJL
1048
Brighton Jones LLC
Washington
$243K +$42.9K +1,510 +21%
RWA
1049
Redhawk Wealth Advisors
Minnesota
$241K +$248K +8,740 New
JA
1050
JOYN Advisors
Georgia
$240K -$1.71K -60 -0.7%
40 41
42
43 44