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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DBG
1051
De Burlo Group
Massachusetts
$284K -$2.14M -76,000 -86%
HCM
1052
Hollencrest Capital Management
California
$284K -$20.3K -720 -6%
VAG
1053
VisionPoint Advisory Group
Texas
$281K +$334K +11,840 New
RG
1054
Rathbones Group
United Kingdom
$276K – – –
1W
1055
1776 Wealth
Georgia
$276K +$141K +5,000 +100%
CCM
1056
Coldstream Capital Management
Washington
$275K -$423K -15,020 -56%
PFPT
1057
Pinnacle Financial Partners (Tennessee)
Tennessee
$274K -$49.9K -1,770 -13%
CP
1058
Camelot Portfolios
Ohio
$274K -$24.5K -870 -7%
XM
1059
XTX Markets
New York
$274K +$326K +11,570 New
HCA
1060
Heck Capital Advisors
Wisconsin
$271K -$10.4K -370 -3%
O
1061
Ossiam
France
$271K -$13.1M -464,540 -98%
ST
1062
Spinnaker Trust
Maine
$271K -$197K -7,000 -38%
SC
1063
Savant Capital
Illinois
$270K -$4.51K -160 -1%
OL
1064
Optas LLC
Texas
$268K +$43.1K +1,530 +16%
GIA
1065
Gladstone Institutional Advisory
Florida
$267K -$49.9K -1,770 -14%
CBFP
1066
Cedar Brook Financial Partners
Ohio
$267K -$12.7K -450 -4%
ACM
1067
Allred Capital Management
Texas
$265K +$121K +4,280 +62%
FMWA
1068
Forvis Mazars Wealth Advisors
Missouri
$262K +$82.8K +2,940 +36%
IIA
1069
IPG Investment Advisors
California
$262K +$59.2K +2,100 +23%
FANJ
1070
Financial Architects (New Jersey)
New Jersey
$261K +$196K +6,940 +171%
CA
1071
Claro Advisors
Massachusetts
$260K +$309K +10,980 New
FC
1072
Ferris Capital
Massachusetts
$254K +$302K +10,710 New
CLOS
1073
Compagnie Lombard Odier SCmA
Switzerland
$253K -$2.15M -76,210 -88%
EH
1074
Equitable Holdings
New York
$253K -$356K -12,650 -54%
VFA
1075
Valeo Financial Advisors
Indiana
$253K -$153K -5,420 -36%
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