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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
1251
Beacon Pointe Advisors
California
$258K +$14.1K +420 +6%
FL
1252
Fort LP
Maryland
$254K +$233K +6,960 New
AIM
1253
Aigen Investment Management
New York
$254K +$234K +6,980 New
MCP
1254
Mirador Capital Partners
California
$252K -$16.1K -480 -6%
CFFP
1255
Center for Financial Planning
Michigan
$250K +$670 +20 +0.3%
LA
1256
LexAurum Advisors
Kansas
$245K +$225K +6,720 New
CAG
1257
Crestwood Advisors Group
Massachusetts
$245K +$225K +6,730 New
MYIA
1258
Mount Yale Investment Advisors
Colorado
$242K -$694K -20,710 -76%
FWM
1259
Frontier Wealth Management
Missouri
$242K – – –
PW
1260
Price Wealth
Texas
$241K +$182K +5,440 +461%
FI
1261
FormulaFolio Investments
Michigan
$241K +$222K +6,620 New
CPA
1262
Clear Perspective Advisors
Illinois
$240K +$8.71K +260 +3%
MWPCG
1263
Measured Wealth Private Client Group
New Hampshire
$236K -$609K -18,170 -74%
MIA
1264
MainStreet Investment Advisors
Illinois
$235K -$2.85M -85,170 -93%
MAM
1265
Mark Asset Management
New York
$234K -$65.3K -1,950 -23%
IFAM
1266
Institutional & Family Asset Management
Colorado
$234K -$8.71K -260 -4%
AC
1267
Abbrea Capital
California
$233K -$8.37K -250 -4%
BBA
1268
Braun-Bostich & Associates
Pennsylvania
$232K -$250K -7,470 -54%
BWP
1269
Bernardo Wealth Planning
Pennsylvania
$229K -$10.7K -320 -5%
CIC
1270
Chase Investment Counsel
Virginia
$229K +$211K +6,290 New
VAM
1271
Verity Asset Management
North Carolina
$229K +$211K +6,290 New
AL
1272
Aspiriant LLC
California
$227K +$209K +6,230 New
PFA
1273
Pathway Financial Advisors
Vermont
$226K -$16.4K -490 -7%
FHC
1274
First Heartland Consultants
Missouri
$225K +$207K +6,180 New
GPA
1275
Guidance Point Advisors
Massachusetts
$225K +$207K +6,180 New
49 50
51
52 53