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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
II
1301
Inspire Investing
Idaho
$416K – – –
GCA
1302
Gradient Capital Advisors
California
$414K +$2.77K +60 +0.7%
FCM
1303
Fortis Capital Management
Washington
$413K +$123K +2,670 +43%
CPC
1304
Consolidated Planning Corp
Georgia
$412K – – –
MPPLM
1305
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$411K -$85.5K -1,850 -10%
RTC
1306
Riverview Trust Company
Washington
$410K -$18.5K -400 -4%
TF
1307
Tompkins Financial
New York
$410K -$2.31K -50 -0.6%
WPW
1308
Waldron Private Wealth
Pennsylvania
$409K -$2.77K -60 -0.7%
RWA
1309
Ropes Wealth Advisors
Massachusetts
$409K +$283K +6,120 +192%
SAM
1310
Sompo Asset Management
Japan
$408K -$217K -4,700 -35%
RHBC
1311
R.H. Bluestein & Co
Michigan
$407K +$46.2K +1,000 +13%
BCM
1312
Beck Capital Management
Texas
$402K +$401K +8,670 New
GCP
1313
GSA Capital Partners
United Kingdom
$398K +$397K +8,590 New
WCM
1314
Wedge Capital Management
North Carolina
$397K -$8.79K -190 -2%
MA
1315
MONECO Advisors
Connecticut
$396K +$154K +3,330 +64%
LWMM
1316
Legacy Wealth Management (Mississippi)
Mississippi
$396K – – –
AA
1317
Apriem Advisors
California
$392K -$93.4K -2,020 -19%
DLA
1318
Douglas Lane & Associates
New York
$390K +$30.5K +660 +9%
IIC
1319
Integrated Investment Consultants
Michigan
$388K – – –
CHP
1320
Cable Hill Partners
Oregon
$387K +$126K +2,730 +49%
KMWM
1321
Keudell/Morrison Wealth Management
Oregon
$386K -$59.2K -1,280 -13%
CAL
1322
Capital Analysts LLC
Pennsylvania
$386K +$117K +2,530 +44%
RIM
1323
Redwood Investment Management
Arizona
$384K +$129K +2,790 +51%
OPA
1324
Old Port Advisors
Maine
$381K +$380K +8,220 New
FWM
1325
Fairhaven Wealth Management
Illinois
$380K – – –
51 52
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