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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
1326
InterOcean Capital Group
Tennessee
$478K +$6.81K +140 +1%
PA
1327
Procyon Advisors
Connecticut
$477K +$179K +3,690 +60%
SFG
1328
Sather Financial Group
Texas
$476K +$478K +9,820 New
MA
1329
MONECO Advisors
Connecticut
$473K +$5.84K +120 +1%
CFGS
1330
Concourse Financial Group Securities
Alabama
$473K +$23.8K +490 +5%
PFA
1331
Peak Financial Advisors
Colorado
$468K +$32.6K +670 +7%
KPCM
1332
Kings Point Capital Management
New York
$467K +$17K +350 +4%
SHA
1333
Seneca House Advisors
Virginia
$465K +$11.7K +240 +3%
MIP
1334
Marietta Investment Partners
Wisconsin
$464K +$12.6K +260 +3%
EWM
1335
EPG Wealth Management
Georgia
$461K +$12.6K +260 +3%
XF
1336
XML Financial
Maryland
$461K +$200K +4,120 +76%
KMWM
1337
Keudell/Morrison Wealth Management
Oregon
$460K +$81.2K +1,670 +21%
DS
1338
DRW Securities
Illinois
$458K -$205K -4,210 -31%
RWA
1339
Ropes Wealth Advisors
Massachusetts
$458K +$6.81K +140 +2%
SIM
1340
SSI Investment Management
California
$454K +$2.92K +60 +0.6%
TVAMP
1341
Tennessee Valley Asset Management Partners
Tennessee
$454K +$455K +9,360 New
HFP
1342
Holistic Financial Partners
Indiana
$449K -$49.6K -1,020 -10%
MWPCG
1343
Measured Wealth Private Client Group
New Hampshire
$449K +$166K +3,410 +58%
PMFA
1344
Plante Moran Financial Advisors
Michigan
$447K +$307K +6,310 +217%
JF
1345
Jump Financial
Illinois
$446K +$3.4K +70 +0.8%
GCA
1346
Gradient Capital Advisors
California
$445K +$2.43K +50 +0.5%
WIM
1347
Westside Investment Management
California
$439K -$97.3K -2,000 -8%
SNT
1348
Security National Trust
West Virginia
$439K – – –
RTC
1349
Riverview Trust Company
Washington
$437K +$14.6K +300 +3%
TA
1350
Tectonic Advisors
Texas
$436K +$438K +9,010 New
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