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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPR
1076
CSU Producer Resources
Ohio
$881K – – –
TW
1077
TrinityPoint Wealth
Connecticut
$881K +$879K +19,010 New
WAP
1078
Wealthcare Advisory Partners
Pennsylvania
$879K +$350K +7,570 +67%
RMDI
1079
R.M. Davis Inc
Maine
$876K -$19.9K -430 -2%
SFO
1080
Standard Family Office
South Dakota
$875K – – –
CFS
1081
CRA Financial Services
New Jersey
$875K +$5.09K +110 +0.6%
WP
1082
WealthShield Partners
North Carolina
$874K +$25.9K +560 +3%
RCAG
1083
Rehmann Capital Advisory Group
Michigan
$869K -$4.62K -100 -0.5%
CMO
1084
Covenant Multifamily Offices
Texas
$868K -$403K -8,710 -32%
EGA
1085
E&G Advisors
Texas
$867K -$46.2K -1,000 -5%
IAN
1086
Integrated Advisors Network
Texas
$867K +$55K +1,190 +7%
CAG
1087
Csenge Advisory Group
Florida
$866K -$76.8K -1,660 -9%
RWM
1088
Ritholtz Wealth Management
New York
$862K +$340K +7,360 +66%
PG
1089
Patten Group
Tennessee
$855K -$9.25K -200 -1%
TCM
1090
Tributary Capital Management
Nebraska
$853K -$11.6K -250 -1%
IF
1091
Intrua Financial
Texas
$853K -$8.79K -190 -1%
MCG
1092
MACRO Consulting Group
New Jersey
$853K – – –
ADIM
1093
Alpha DNA Investment Management
Maryland
$851K +$808K +17,470 +1,920%
OSIA
1094
O'Shares Investment Advisers
Massachusetts
$849K -$3.7K -80 -0.4%
SCM
1095
Salem Capital Management
Massachusetts
$848K +$57.8K +1,250 +7%
IFAM
1096
Institutional & Family Asset Management
Colorado
$848K +$559K +12,090 +195%
CFD
1097
Creative Financial Designs
Indiana
$842K -$9.25K -200 -1%
IIA
1098
IPG Investment Advisors
California
$839K +$57.8K +1,250 +7%
LFF
1099
Level Four Financial
Texas
$839K -$69.4K -1,500 -8%
GCA
1100
Genesee Capital Advisors
New York
$836K -$74.5K -1,610 -8%
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