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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1201
Citizens Financial Group
Rhode Island
$2.22M +$1.08M +12,500 +88%
MCM
1202
Monument Capital Management
Virginia
$2.21M +$321K +3,700 +16%
TI
1203
TTP Investments
California
$2.21M +$1.25M +14,470 +120%
PGIM
1204
Pacific Global Investment Management
California
$2.2M -$47.7K -550 -2%
CT
1205
Caldwell Trust
Florida
$2.2M +$89.3K +1,030 +4%
FCP
1206
Fidelis Capital Partners
Florida
$2.19M +$69.3K +800 +3%
ACM
1207
Ategra Capital Management
Virginia
$2.19M -$1.15M -13,310 -34%
DF
1208
Donoghue Forlines
Massachusetts
$2.18M +$61.5K +710 +3%
ESB
1209
Essex Savings Bank
Connecticut
$2.18M -$9.54K -110 -0.4%
TAM
1210
Tealwood Asset Management
Minnesota
$2.17M -$5.2K -60 -0.2%
CFCI
1211
Comprehensive Financial Consultants Institutional
Indiana
$2.16M +$295K +3,400 +15%
AWA
1212
Arkadios Wealth Advisors
Georgia
$2.16M -$2.23M -25,750 -50%
CAG
1213
Csenge Advisory Group
Florida
$2.16M +$186K +2,140 +9%
PP
1214
Patten & Patten
Tennessee
$2.15M -$104K -1,200 -4%
QPWM
1215
Quadrant Private Wealth Management
Pennsylvania
$2.14M -$29.5K -340 -1%
TIA
1216
Trust Investment Advisors
Indiana
$2.13M -$310K -3,580 -12%
WFG
1217
Wills Financial Group
Virginia
$2.13M -$57.2K -660 -3%
BBNA
1218
Bremer Bank National Association
Minnesota
$2.13M +$32.9K +380 +2%
LHC
1219
Little House Capital
Massachusetts
$2.13M -$243K -2,800 -10%
AOWM
1220
Alpha Omega Wealth Management
Virginia
$2.12M -$36.4K -420 -2%
DC
1221
DeDora Capital
California
$2.12M -$60.7K -700 -3%
3IP
1222
3Chopt Investment Partners
Virginia
$2.12M +$30.3K +350 +1%
BIA
1223
Benchmark Investment Advisors
Illinois
$2.11M +$136K +1,570 +7%
BW
1224
Bison Wealth
Georgia
$2.1M +$472K +5,450 +27%
IFWM
1225
Institute for Wealth Management
Colorado
$2.1M -$25.1K -290 -1%
47 48
49
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