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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1176
Pathway Financial Advisors
Vermont
$204K – – –
PV
1177
Private Vista
Illinois
$204K +$196K +6,440 New
HHGA
1178
Halbert Hargrove Global Advisors
California
$202K +$194K +6,390 New
LWM
1179
Laidlaw Wealth Management
New York
$201K +$193K +6,370 New
GAM
1180
Grandview Asset Management
Pennsylvania
$200K +$188K +6,200 New
LC
1181
Lindbrook Capital
California
$199K +$304 +10 +0.2%
BCA
1182
Berman Capital Advisors
Georgia
$191K – – –
FA
1183
Fortis Advisors
Pennsylvania
$190K – – –
SBSB
1184
Sullivan, Bruyette, Speros & Blaney
Virginia
$187K -$7.89K -260 -4%
CAL
1185
Capital Analysts LLC
Pennsylvania
$185K +$22.2K +730 +14%
AAP
1186
Arax Advisory Partners
Colorado
$183K +$8.2K +270 +5%
TCOV
1187
Trust Company of Vermont
Vermont
$181K +$64.7K +2,130 +59%
FPS
1188
Fieldpoint Private Securities
Connecticut
$179K -$14.9K -490 -8%
FIB
1189
First Interstate Bank
Montana
$177K – – –
PWMG
1190
Prestige Wealth Management Group
New Jersey
$172K +$16.1K +530 +11%
BL
1191
Balentine LLC
Georgia
$172K +$94.4K +3,110 +133%
SIC
1192
Samalin Investment Counsel
New York
$171K +$165K +5,440 New
PA
1193
Procyon Advisors
Connecticut
$167K +$160K +5,270 New
QAM
1194
QCI Asset Management
New York
$162K – – –
1W
1195
1776 Wealth
Georgia
$158K +$152K +5,000 New
CIA
1196
CSat Investment Advisory
Michigan
$156K +$20.3K +670 +16%
CBT
1197
Central Bank & Trust
Kentucky
$155K -$26.4K -870 -15%
SCA
1198
Stonebridge Capital Advisors
Minnesota
$155K +$30.1K +990 +25%
OC
1199
Oakworth Capital
Alabama
$151K +$102K +3,370 +223%
CF
1200
Centaurus Financial
California
$151K +$145K +4,780 New
46 47
48
49 50