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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1301
Naviter Wealth
Arkansas
$1.72M +$6.93K +80 +0.4%
MYIA
1302
Mount Yale Investment Advisors
Colorado
$1.72M -$135K -1,560 -7%
LC
1303
Lavaca Capital
Texas
$1.71M -$44.2K -510 -2%
CWM
1304
Chesapeake Wealth Management
Virginia
$1.71M +$21.7K +250 +1%
BAM
1305
Belpointe Asset Management
Nevada
$1.71M -$122K -1,410 -6%
TFA
1306
Transamerica Financial Advisors
Florida
$1.71M -$73.7K -850 -4%
CP
1307
CenterBook Partners
Connecticut
$1.71M +$1.79M +20,620 New
GAA
1308
Green Alpha Advisors
Colorado
$1.71M -$320K -3,690 -15%
TSWM
1309
Triangle Securities Wealth Management
North Carolina
$1.71M -$27.7K -320 -2%
LAIC
1310
Lederer & Associates Investment Counsel
California
$1.71M +$36.4K +420 +2%
RAM
1311
Redmond Asset Management
Virginia
$1.69M -$1.73K -20 -0.1%
CA
1312
Cullinan Associates
Kentucky
$1.69M +$26.9K +310 +2%
NFA
1313
Northern Financial Advisors
Michigan
$1.69M -$53.7K -620 -3%
SIC
1314
Salem Investment Counselors
North Carolina
$1.69M +$1.61M +18,600 +1,101%
RWA
1315
Ropes Wealth Advisors
Massachusetts
$1.68M -$60.7K -700 -3%
SIM
1316
Studio Investment Management
Illinois
$1.67M +$1.07M +12,350 +158%
WPA
1317
West Paces Advisors
Georgia
$1.67M -$328K -3,780 -16%
SMH
1318
Sanders Morris Harris
Texas
$1.67M – – –
EP
1319
Edgestream Partners
New Jersey
$1.67M +$355K +4,100 +26%
LWAM
1320
Legacy Wealth Asset Management
Minnesota
$1.67M -$263K -3,030 -13%
BJL
1321
Brighton Jones LLC
Washington
$1.66M +$367K +4,230 +27%
ICG
1322
InterOcean Capital Group
Tennessee
$1.66M +$384K +4,430 +28%
JFG
1323
Jefferies Financial Group
New York
$1.66M -$8.39M -96,810 -83%
LFM
1324
Lumina Fund Management
New York
$1.66M – – –
CA
1325
Claro Advisors
Massachusetts
$1.66M +$97.1K +1,120 +6%
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