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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1201
Manchester Financial
California
$39K -$13.8K -490 -23%
EIP
1202
Ellis Investment Partners
Pennsylvania
$39K +$14.7K +520 +42%
CS
1203
Capital Square
Tennessee
$39K +$46.8K +1,660 New
AP
1204
Atwood & Palmer
Missouri
$37K +$37.5K +1,330 +532%
FWM
1205
FSA Wealth Management
Massachusetts
$36K – – –
GAM
1206
Gemmer Asset Management
California
$36K +$4.23K +150 +11%
PCTC
1207
Perkins Coie Trust Company
Washington
$35K +$1.41K +50 +3%
GCM
1208
Gables Capital Management
Florida
$35K +$42K +1,490 New
HWA
1209
Heritage Wealth Advisors
Virginia
$34.1K -$10.4K -370 -20%
PO
1210
Private Ocean
California
$34K +$12.7K +450 +45%
HIIFS
1211
Harel Insurance Investments & Financial Services
Israel
$31K -$368K -13,050 -91%
VCM
1212
Vigilant Capital Management
Maine
$31K -$70.4K -2,500 -65%
MPWT
1213
MassMutual Private Wealth & Trust
Connecticut
$31K +$11K +390 +42%
TWA
1214
TCI Wealth Advisors
Arizona
$30K -$78.9K -2,800 -69%
PFO
1215
Pathstone Family Office
New Jersey
$30K +$282 +10 +0.8%
SMG
1216
Spectrum Management Group
Indiana
$29K -$2.49M -88,370 -99%
HWA
1217
HHM Wealth Advisors
Tennessee
$29K +$34.7K +1,230 New
CI
1218
CX Institutional
Indiana
$27K -$6.48K -230 -17%
PMFA
1219
Plante Moran Financial Advisors
Michigan
$27K -$845 -30 -3%
SIM
1220
Sonora Investment Management
Arizona
$26K – – –
LWM
1221
Liberty Wealth Management
California
$26K +$5.35K +190 +21%
AWMS
1222
Advocacy Wealth Management Services
Georgia
$25K +$2.54K +90 +9%
FFC
1223
First Financial Corp
Indiana
$24K -$5.35K -190 -16%
GWMIA
1224
Global Wealth Management Investment Advisory
Florida
$24K – – –
ICM
1225
Islay Capital Management
Texas
$24K – – –
47 48
49
50 51