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Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
RPWA
1126
Regent Peak Wealth Advisors
Georgia
$258K +$248K +8,180 New
FMWA
1127
Forvis Mazars Wealth Advisors
Missouri
$257K +$247K +8,120 New
Fiera Capital (Canada)
1128
Fiera Capital (Canada)
Quebec, Canada
$256K +$246K +8,090 New
IBOK
1129
Independence Bank of Kentucky
Kentucky
$254K – – –
NRS
1130
Neville Rodie & Shaw
New York
$253K – – –
VW
1131
Vantage Wealth
California
$253K – – –
CBTWT
1132
Community Bank & Trust (Waco, Texas)
Texas
$250K +$3.04K +100 +1%
WB
1133
Webster Bank
Connecticut
$249K -$30.7K -1,010 -11%
BJL
1134
Brighton Jones LLC
Washington
$249K -$27.3K -900 -10%
NFG
1135
Nations Financial Group
Iowa
$249K +$239K +7,870 New
SIC
1136
Sigma Investment Counselors
Michigan
$248K -$121K -3,990 -34%
BO
1137
Bank OZK
Arkansas
$246K -$14.9K -490 -6%
AIM
1138
Allen Investment Management
New York
$245K -$1.21K -40 -0.5%
EFS
1139
Essex Financial Services
Connecticut
$244K +$5.16K +170 +2%
PA
1140
Probity Advisors
Texas
$244K +$13.1K +430 +6%
C
1141
Certuity
Florida
$244K +$234K +7,710 New
CWA
1142
Clarity Wealth Advisors
California
$244K +$235K +7,740 New
FP
1143
Financial Perspectives
Minnesota
$242K +$233K +7,660 New
BWP
1144
Baldwin Wealth Partners
Massachusetts
$241K – – –
AWE
1145
Avidian Wealth Enterprises
Texas
$241K +$232K +7,630 New
IIC
1146
Integrated Investment Consultants
Michigan
$240K +$4.55K +150 +2%
CBU
1147
CIBC Bank USA
Illinois
$238K +$3.04K +100 +1%
VFA
1148
Voya Financial Advisors
Connecticut
$238K +$230K +7,580 New
UB
1149
UMB Bank
Missouri
$237K – – –
OR
1150
Olympiad Research
Connecticut
$232K +$223K +7,350 New