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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1226
Apogem Capital
New York
$901K +$1.04M +18,550 New
SCM
1227
Seascape Capital Management
New Hampshire
$900K +$5.05K +90 +0.5%
SSA
1228
South Street Advisors
New York
$896K +$1.04M +18,440 New
LRWA
1229
Long Run Wealth Advisors
New York
$883K -$21.3K -380 -2%
MFG
1230
Magnus Financial Group
New York
$881K +$292K +5,210 +40%
MTC
1231
Matrix Trust Company
Colorado
$881K +$608K +10,840 +148%
FCM
1232
Fortis Capital Management
Washington
$880K -$6.17K -110 -0.6%
CA
1233
CGN Advisors
Kansas
$879K +$1.02M +18,100 New
CA
1234
Claro Advisors
Massachusetts
$870K +$56.1K +1,000 +6%
SCM
1235
Salem Capital Management
Massachusetts
$865K -$345K -6,150 -26%
DWM
1236
Darwin Wealth Management
Florida
$861K -$318K -5,670 -26%
VFA
1237
Valeo Financial Advisors
Indiana
$861K -$308K -5,480 -24%
WCM
1238
Windsor Capital Management
Arizona
$859K -$26.9K -480 -3%
NFG
1239
Nations Financial Group
Iowa
$856K -$29.7K -530 -3%
BTW
1240
Boston Trust Walden
Massachusetts
$849K +$63.4K +1,130 +7%
GA
1241
Geller Advisors
New York
$844K -$5.61K -100 -0.6%
DA
1242
Doliver Advisors
Texas
$838K -$70.2K -1,250 -7%
PWPS
1243
Pinnacle Wealth Planning Services
Ohio
$837K -$142K -2,530 -13%
PWS
1244
Precision Wealth Strategies
Missouri
$832K +$107K +1,910 +12%
SIA
1245
Strategic Investment Advisors
Michigan
$821K +$8.98K +160 +1%
LJCM
1246
Lee Johnson Capital Management
Texas
$820K +$76.9K +1,370 +9%
OC
1247
Oakworth Capital
Alabama
$817K – – –
CAG
1248
Crestwood Advisors Group
Massachusetts
$816K -$11.2K -200 -1%
GW
1249
GW & Wade
Massachusetts
$814K +$47.1K +840 +5%
WANY
1250
Wealthspire Advisors (New York)
New York
$811K +$258K +4,590 +38%
48 49
50
51 52