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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1151
Money Concepts Capital
Florida
$576K +$513K +13,160 New
OPS
1152
Orion Portfolio Solutions
Nebraska
$574K +$780 +20 +0.2%
RMAM
1153
Raab & Moskowitz Asset Management
New Jersey
$572K -$46.8K -1,200 -8%
JF
1154
Jump Financial
Illinois
$571K -$882K -22,630 -63%
WSC
1155
Wellington Shields & Co
New York
$569K -$156K -4,000 -24%
ED
1156
Exane Derivatives
France
$568K +$325K +8,340 +180%
PFGIA
1157
Patriot Financial Group Insurance Agency
Massachusetts
$562K -$14.8K -380 -3%
BP
1158
Ballentine Partners
Massachusetts
$560K -$193K -4,960 -28%
WTB
1159
Washington Trust Bank
Washington
$560K -$26.1K -670 -5%
USGIU
1160
U.S. Global Investors (USGI)
Texas
$559K – – –
FMW
1161
Farr Miller & Washington
District of Columbia
$558K +$9.75K +250 +2%
IIA
1162
ICW Investment Advisors
Arizona
$555K -$41.3K -1,060 -8%
JAG
1163
Journey Advisory Group
Kentucky
$555K +$494K +12,680 New
DWM
1164
Defined Wealth Management
Oregon
$551K +$490K +12,580 New
GTCM
1165
Gyon Technologies Capital Management
New Jersey
$548K +$488K +12,520 New
RPWA
1166
Regent Peak Wealth Advisors
Georgia
$546K +$58.5K +1,500 +14%
YMRC
1167
Yorktown Management & Research Company
Virginia
$543K -$390K -10,000 -45%
NJBEST
1168
New Jersey Better Educational Savings Trust
New Jersey
$536K -$107K -2,750 -18%
MCCP
1169
Mission Creek Capital Partners
California
$536K -$29.6K -760 -6%
CHAM
1170
Clear Harbor Asset Management
Connecticut
$532K +$1.17K +30 +0.2%
NFG
1171
Nations Financial Group
Iowa
$529K +$17.2K +440 +4%
IGGA
1172
Iron Gate Global Advisors
Utah
$526K – – –
HCM
1173
Hollencrest Capital Management
California
$525K – – –
VHAM
1174
Van Hulzen Asset Management
California
$524K -$780 -20 -0.2%
TFA
1175
Toth Financial Advisory
Virginia
$521K +$19.5K +500 +4%
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