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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1176
Biltmore Family Office
North Carolina
$337K – – –
SFA
1177
Sequoia Financial Advisors
Ohio
$334K -$1.34K -40 -0.4%
CCM
1178
CWH Capital Management
Washington
$334K +$85.4K +2,550 +39%
SIP
1179
Stoneridge Investment Partners
Pennsylvania
$333K -$624K -18,640 -67%
AIL
1180
AGF Investments LLC
Ontario, Canada
$333K -$284K -8,490 -48%
BHWM
1181
Bar Harbor Wealth Management
New Hampshire
$331K -$8.37K -250 -3%
WQ
1182
Wealth Quarterback
New Jersey
$331K – – –
PG
1183
Patten Group
Tennessee
$328K +$301K +9,000 New
MCM
1184
Manchester Capital Management
Vermont
$324K -$118K -3,520 -28%
CA
1185
Calton & Associates
Florida
$323K +$22.8K +680 +8%
WCM
1186
Wedge Capital Management
North Carolina
$321K -$3.35K -100 -1%
FPS
1187
Fieldpoint Private Securities
Connecticut
$321K +$32.5K +970 +12%
CSPIA
1188
Cary Street Partners Investment Advisory
Virginia
$321K +$295K +8,800 New
CPC
1189
Consolidated Planning Corp
Georgia
$319K +$3.35K +100 +1%
GCA
1190
Gradient Capital Advisors
California
$318K +$13.4K +400 +5%
IWA
1191
Intercontinental Wealth Advisors
Texas
$317K -$3.35K -100 -1%
PFA
1192
Paradigm Financial Advisors
Missouri
$316K +$9.04K +270 +3%
LWMM
1193
Legacy Wealth Management (Mississippi)
Mississippi
$311K – – –
BCA
1194
Berman Capital Advisors
Georgia
$308K -$11.1K -330 -4%
MG
1195
Mather Group
Illinois
$308K -$7.37K -220 -3%
FFS
1196
Founders Financial Securities
Maryland
$308K +$36.8K +1,100 +15%
HR
1197
Hayden Royal
North Carolina
$306K +$38.9K +1,160 +16%
BPB
1198
Badgley, Phelps & Bell
Washington
$306K +$282K +8,410 New
GWSG
1199
GPS Wealth Strategies Group
Colorado
$305K +$280K +8,370 New
C
1200
Certuity
Florida
$304K +$42.2K +1,260 +18%
46 47
48
49 50