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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RPCONE
1276
Retirement Planning Company of New England
Rhode Island
$1.27M -$9.63K -160 -0.8%
HIM
1277
Hanlon Investment Management
New Jersey
$1.27M +$1.19M +19,790 New
BOPW
1278
Brandywine Oak Private Wealth
Pennsylvania
$1.27M -$21.1K -350 -2%
ZF
1279
Zhang Financial
Michigan
$1.26M +$3.61K +60 +0.3%
CA
1280
Claro Advisors
Massachusetts
$1.26M +$16.2K +270 +1%
CAG
1281
Csenge Advisory Group
Florida
$1.26M -$85.4K -1,420 -7%
WPC
1282
Wedmont Private Capital
Pennsylvania
$1.25M +$190K +3,150 +19%
CWM
1283
Chesapeake Wealth Management
Virginia
$1.25M +$62K +1,030 +6%
WPW
1284
Waldron Private Wealth
Pennsylvania
$1.24M +$149K +2,470 +15%
IFAM
1285
Institutional & Family Asset Management
Colorado
$1.24M +$37.9K +630 +3%
MC
1286
Machina Capital
France
$1.23M +$1.16M +19,210 New
CPR
1287
CSU Producer Resources
Ohio
$1.22M – – –
BC
1288
Brookfield Corp
Ontario, Canada
$1.21M -$4.68M -77,850 -80%
FCM
1289
Fortis Capital Management
Washington
$1.19M +$92K +1,530 +9%
OIM
1290
Orca Investment Management
Oregon
$1.19M -$9.63K -160 -0.9%
IAM
1291
Innovis Asset Management
Illinois
$1.19M +$51.7K +860 +5%
HIIFS
1292
Harel Insurance Investments & Financial Services
Israel
$1.19M +$395K +6,560 +54%
AAMC
1293
Asset Allocation & Management Company
Illinois
$1.19M -$158K -2,620 -12%
TCOV
1294
Trust Company of Vermont
Vermont
$1.18M +$193K +3,200 +21%
IA
1295
IAM Advisory
Pennsylvania
$1.18M +$1.11M +18,400 New
MIM
1296
MTM Investment Management
South Carolina
$1.18M +$16.2K +270 +1%
NW
1297
Naviter Wealth
Arkansas
$1.18M -$987K -16,400 -47%
BS
1298
Bessemer Securities
New York
$1.18M – – –
DCM
1299
Davidson Capital Management
Texas
$1.18M -$463K -7,700 -30%
DA
1300
Doliver Advisors
Texas
$1.18M +$43.3K +720 +4%
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