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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1276
Catalyst Private Wealth
California
$447K – – –
SFA
1277
Sequoia Financial Advisors
Ohio
$446K -$53.2K -1,150 -11%
HPWM
1278
Highland Private Wealth Management
Washington
$446K +$2.77K +60 +0.6%
PFBT
1279
Parkside Financial Bank & Trust
Missouri
$446K +$3.24K +70 +0.7%
AP
1280
Americana Partners
Texas
$445K +$138K +2,990 +40%
LWP
1281
Lumature Wealth Partners
Georgia
$443K -$100K -2,170 -19%
CSPIA
1282
Cary Street Partners Investment Advisory
Virginia
$443K +$95.7K +2,070 +28%
UH
1283
Unigestion Holding
Switzerland
$439K +$438K +9,470 New
MIP
1284
Marietta Investment Partners
Wisconsin
$438K +$437K +9,440 New
IA
1285
Insight Advisors
Pennsylvania
$437K +$20.3K +440 +5%
SIM
1286
SSI Investment Management
California
$436K – – –
PFA
1287
Peak Financial Advisors
Colorado
$430K -$82.3K -1,780 -16%
BWP
1288
BSW Wealth Partners
Colorado
$430K +$76.3K +1,650 +22%
SBSB
1289
Sullivan, Bruyette, Speros & Blaney
Virginia
$429K +$925 +20 +0.2%
AAM
1290
AMI Asset Management
California
$428K +$206K +4,460 +93%
SNT
1291
Security National Trust
West Virginia
$427K +$24K +520 +6%
ICG
1292
InterOcean Capital Group
Tennessee
$427K +$426K +9,210 New
CPA
1293
Clear Perspective Advisors
Illinois
$425K -$28.7K -620 -6%
KPCM
1294
Kings Point Capital Management
New York
$417K +$45.8K +990 +12%
NHC
1295
Nicholas Hoffman & Company
Georgia
$417K +$416K +8,990 New
II
1296
Inspire Investing
Idaho
$416K – – –
GCA
1297
Gradient Capital Advisors
California
$414K +$2.77K +60 +0.7%
FCM
1298
Fortis Capital Management
Washington
$413K +$123K +2,670 +43%
CPC
1299
Consolidated Planning Corp
Georgia
$412K – – –
MPPLM
1300
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$411K -$85.5K -1,850 -10%
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