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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1051
Global Retirement Partners
California
$287K +$68.7K +2,440 +25%
IGGA
1052
Iron Gate Global Advisors
Utah
$285K – – –
SFG
1053
Sather Financial Group
Texas
$285K +$78.9K +2,800 +30%
NERM
1054
New England Research & Management
Illinois
$285K +$338K +12,000 New
OFG
1055
Oxford Financial Group
Indiana
$285K +$338K +12,000 New
DBG
1056
De Burlo Group
Massachusetts
$284K -$2.14M -76,000 -86%
HCM
1057
Hollencrest Capital Management
California
$284K -$20.3K -720 -6%
VAG
1058
VisionPoint Advisory Group
Texas
$281K +$334K +11,840 New
RG
1059
Rathbones Group
United Kingdom
$276K – – –
CCM
1060
Coldstream Capital Management
Washington
$275K -$423K -15,020 -56%
PFPT
1061
Pinnacle Financial Partners (Tennessee)
Tennessee
$274K -$49.9K -1,770 -13%
CP
1062
Camelot Portfolios
Ohio
$274K -$24.5K -870 -7%
XM
1063
XTX Markets
New York
$274K +$326K +11,570 New
HCA
1064
Heck Capital Advisors
Wisconsin
$271K -$10.4K -370 -3%
O
1065
Ossiam
France
$271K -$13.1M -464,540 -98%
ST
1066
Spinnaker Trust
Maine
$271K -$197K -7,000 -38%
SC
1067
Savant Capital
Illinois
$270K -$4.51K -160 -1%
OL
1068
Optas LLC
Texas
$268K +$43.1K +1,530 +16%
GIA
1069
Gladstone Institutional Advisory
Florida
$267K -$49.9K -1,770 -14%
CBFP
1070
Cedar Brook Financial Partners
Ohio
$267K -$12.7K -450 -4%
ACM
1071
Allred Capital Management
Texas
$265K +$121K +4,280 +62%
FMWA
1072
Forvis Mazars Wealth Advisors
Missouri
$262K +$82.8K +2,940 +36%
IIA
1073
IPG Investment Advisors
California
$262K +$59.2K +2,100 +23%
FANJ
1074
Financial Architects (New Jersey)
New Jersey
$261K +$196K +6,940 +171%
CA
1075
Claro Advisors
Massachusetts
$260K +$309K +10,980 New
41 42
43
44 45