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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1051
Clearstead Advisors
Ohio
$444K +$154K +5,500 +64%
FP
1052
Financial Perspectives
Minnesota
$440K +$840 +30 +0.2%
BG
1053
Berry Group
Massachusetts
$439K +$129K +4,600 +49%
ECM
1054
Evergreen Capital Management
Washington
$438K -$52.6K -1,880 -12%
NFG
1055
Next Financial Group
Texas
$437K -$71.4K -2,550 -16%
BBA
1056
Braun-Bostich & Associates
Pennsylvania
$437K – – –
AO
1057
Advisor OS
Illinois
$437K +$387K +13,840 New
DA
1058
Doliver Advisors
Texas
$435K -$39.5K -1,410 -9%
VHAM
1059
Van Hulzen Asset Management
California
$434K -$288K -10,290 -43%
CA
1060
Claro Advisors
Massachusetts
$433K +$76.7K +2,740 +25%
HC
1061
Henshaw Capital
Massachusetts
$432K – – –
PCA
1062
Personal Capital Advisors
California
$431K -$168K -6,020 -31%
FMWA
1063
Forvis Mazars Wealth Advisors
Missouri
$430K +$71.6K +2,560 +23%
TWI
1064
Thomas White International
Illinois
$429K – – –
SAM
1065
Sompo Asset Management
Japan
$426K -$834K -29,800 -69%
MFS
1066
Mirabella Financial Services
United Kingdom
$423K +$375K +13,400 New
NF
1067
Nikulski Financial
Iowa
$421K +$2.52K +90 +0.7%
IIA
1068
ICW Investment Advisors
Arizona
$421K +$13.2K +470 +4%
HIM
1069
Hillsdale Investment Management
Ontario, Canada
$419K -$140K -5,000 -27%
MPCG
1070
Matrix Private Capital Group
New York
$416K +$13.4K +480 +4%
CBFP
1071
Cedar Brook Financial Partners
Ohio
$412K +$50.4K +1,800 +16%
WSC
1072
Wellington Shields & Co
New York
$410K +$84K +3,000 +30%
MCCP
1073
Mission Creek Capital Partners
California
$407K -$6.16K -220 -2%
CAM
1074
CenterStar Asset Management
Illinois
$407K – – –
USGIU
1075
U.S. Global Investors (USGI)
Texas
$403K – – –
41 42
43
44 45