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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1301
Townsend Asset Management
North Carolina
$502K +$26.3K +540 +5%
MCM
1302
Manchester Capital Management
Vermont
$501K +$184K +3,780 +58%
FMW
1303
Farr Miller & Washington
District of Columbia
$500K – – –
E
1304
Ergoteles
New York
$498K -$12.5M -257,420 -96%
OFS
1305
OneAscent Financial Services
Alabama
$498K +$499K +10,270 New
IHL
1306
Investment House LLC
California
$497K – – –
SRC
1307
Sage Rhino Capital
California
$495K +$8.75K +180 +2%
AF
1308
Allworth Financial
California
$495K +$266K +5,470 +115%
AWM
1309
Avior Wealth Management
Nebraska
$494K +$18.5K +380 +4%
OHIS
1310
Oak Harvest Investment Services
Texas
$493K +$10.2K +210 +2%
CPC
1311
Cookson Peirce & Co
Pennsylvania
$493K +$80.2K +1,650 +19%
NRS
1312
Neville Rodie & Shaw
New York
$492K – – –
CWP
1313
Capital Wealth Planning
Florida
$491K -$22.9K -470 -4%
SFG
1314
SevenBridge Financial Group
Pennsylvania
$491K -$15.6K -320 -3%
FGAM
1315
Financial Gravity Asset Management
Texas
$490K -$10.2K -210 -64%
GWSG
1316
GPS Wealth Strategies Group
Colorado
$487K +$101K +2,080 +26%
BS
1317
Bessemer Securities
New York
$485K – – –
SC
1318
Shay Capital
New York
$485K +$486K +10,000 New
SPFA
1319
Summit Place Financial Advisors
New Jersey
$485K +$486K +10,000 New
RIA
1320
Regal Investment Advisors
Michigan
$484K -$9.24K -190 -2%
CHAM
1321
Clear Harbor Asset Management
Connecticut
$483K +$19.5K +400 +4%
FNBOH
1322
First National Bank of Hutchinson
Kansas
$481K +$486 +10 +0.1%
CL
1323
Choreo LLC
Illinois
$480K -$7.78K -160 -2%
SWA
1324
Stratos Wealth Advisors
Ohio
$479K -$177K -3,640 -27%
AWC
1325
Abundance Wealth Counselors
Pennsylvania
$479K +$38.9K +800 +9%
51 52
53
54 55