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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
1226
Mendel Money Management
Illinois
$892K +$70K +1,370 +7%
LFM
1227
Lumina Fund Management
New York
$888K – – –
BPCA
1228
Bank Pictet & Cie (Asia)
Singapore
$884K -$41.4K -810 -4%
LWM
1229
Laidlaw Wealth Management
New York
$883K -$65.9K -1,290 -6%
LWAM
1230
Legacy Wealth Asset Management
Minnesota
$872K -$263K -5,150 -21%
EGA
1231
E&G Advisors
Texas
$870K -$20.4K -400 -2%
CA
1232
Claro Advisors
Massachusetts
$870K – – –
GCA
1233
Greenwood Capital Associates
South Carolina
$869K +$51.6K +1,010 +5%
RPCONE
1234
Retirement Planning Company of New England
Rhode Island
$868K +$16.9K +330 +2%
CFS
1235
CRA Financial Services
New Jersey
$861K -$16.9K -330 -2%
PWMAG
1236
Pinnacle Wealth Management Advisory Group
New Jersey
$858K -$124K -2,420 -11%
CPR
1237
CSU Producer Resources
Ohio
$844K – – –
AWA
1238
Arete Wealth Advisors
Illinois
$843K +$370K +7,240 +62%
PWS
1239
Precision Wealth Strategies
Missouri
$842K +$59.8K +1,170 +7%
SCP
1240
Syntal Capital Partners
Texas
$842K +$970K +18,980 New
SCM
1241
Seascape Capital Management
New Hampshire
$840K +$19.9K +390 +2%
CBFP
1242
Cedar Brook Financial Partners
Ohio
$838K +$191K +3,730 +25%
IFAM
1243
Institutional & Family Asset Management
Colorado
$838K +$144K +2,820 +18%
ACI
1244
Alpha Cubed Investments
California
$837K -$46.5K -910 -5%
JHCP
1245
Jackson Hole Capital Partners
Oklahoma
$836K +$220K +4,310 +30%
OIM
1246
Orca Investment Management
Oregon
$834K -$69.5K -1,360 -7%
HIM
1247
Harbour Investment Management
Washington
$825K -$9.2K -180 -1%
MFG
1248
Magnus Financial Group
New York
$825K +$23K +450 +2%
BW
1249
Bison Wealth
Georgia
$824K +$949K +18,570 New
KLC
1250
Knowledge Leaders Capital
Colorado
$821K -$4.09K -80 -0.4%
48 49
50
51 52