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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
1076
Kennedy Investment Group
New Jersey
$12M +$49K +265 +0.5%
TF
1077
Talbot Financial
Washington
$12M -$35.9K -194 -0.4%
FFA
1078
Farther Finance Advisors
California
$11.9M -$747K -4,039 -7%
SCP
1079
Sandhill Capital Partners
New York
$11.9M -$436K -2,355 -4%
RWM
1080
RBA Wealth Management
California
$11.9M -$462K -2,497 -5%
BPC
1081
Bearing Point Capital
Minnesota
$11.9M +$9.48M +51,274 New
AG
1082
Ascent Group
Virginia
$11.9M +$470K +2,540 +5%
ISWM
1083
Independent Solutions Wealth Management
New York
$11.9M +$371K +2,004 +4%
TC
1084
Truvestments Capital
Florida
$11.7M +$259K +1,402 +3%
TCWA
1085
Turtle Creek Wealth Advisors
Texas
$11.7M +$313K +1,693 +3%
AFG
1086
Atomi Financial Group
New York
$11.7M +$1.25M +6,782 +16%
GWM
1087
Geneos Wealth Management
Colorado
$11.6M -$724K -3,917 -7%
QCG
1088
Quadrant Capital Group
Ohio
$11.6M +$61.4K +332 +0.7%
VF
1089
Vest Financial
Virginia
$11.6M +$2.59M +13,996 +39%
SP
1090
Stablepoint Partners
Massachusetts
$11.6M -$196K -1,059 -2%
AAS
1091
Ameritas Advisory Services
Nebraska
$11.6M +$5.27M +28,474 +132%
BCM
1092
Beck Capital Management
Texas
$11.6M -$34K -184 -0.4%
LIM
1093
Lingotto Investment Management
United Kingdom
$11.6M – – –
GIA
1094
Gladstone Institutional Advisory
Florida
$11.6M -$2.08M -11,233 -18%
IAIM
1095
International Assets Investment Management
Florida
$11.6M -$10.7M -57,658 -54%
CB
1096
Community Bank
New York
$11.5M -$362K -1,955 -4%
NP
1097
NorthRock Partners
Minnesota
$11.4M -$86K -465 -0.9%
MPPLM
1098
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$11.4M +$271K +1,466 +3%
SF
1099
Symphony Financial
Texas
$11.3M -$519K -2,805 -6%
WPC
1100
Wedmont Private Capital
Pennsylvania
$11.3M +$891K +4,816 +11%
42 43
44
45 46