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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1326
Lyell Wealth Management
California
$843K +$43.4K +730 +6%
BIP
1327
Blueprint Investment Partners
North Carolina
$842K +$193K +3,250 +32%
DIA
1328
Dana Investment Advisors
Wisconsin
$840K +$144K +2,420 +22%
PFPT
1329
Pinnacle Financial Partners (Tennessee)
Tennessee
$833K -$23.8K -400 -3%
WH
1330
Willner & Heller
California
$829K +$4.16K +70 +0.6%
LB
1331
Leo Brokerage
Texas
$825K +$778K +13,100 New
NP
1332
NorthRock Partners
Minnesota
$824K +$195K +3,290 +34%
CFSG
1333
Clark Financial Services Group
Missouri
$821K +$51.7K +870 +7%
PCH
1334
Polar Capital Holdings
United Kingdom
$821K +$75.4K +1,270 +11%
CP
1335
CenterBook Partners
Connecticut
$818K +$584K +9,830 +311%
WPW
1336
Waldron Private Wealth
Pennsylvania
$817K +$86.1K +1,450 +13%
BFO
1337
Biltmore Family Office
North Carolina
$814K – – –
MFG
1338
Magnus Financial Group
New York
$813K +$252K +4,240 +49%
SAM
1339
Sompo Asset Management
Japan
$812K -$624K -10,500 -45%
NA
1340
Navellier & Associates
Nevada
$812K -$119K -2,010 -13%
HCM
1341
Hollencrest Capital Management
California
$812K +$6.53K +110 +0.9%
IA
1342
IFP Advisors
Florida
$800K -$114K -1,920 -6%
SGAM
1343
Smith Group Asset Management
Texas
$800K -$11.9K -200 -2%
DFC
1344
DB Fitzpatrick & Co
Idaho
$797K +$17.8K +300 +2%
IAIM
1345
International Assets Investment Management
Florida
$796K -$22.6K -380 -3%
ST
1346
Smithfield Trust
Pennsylvania
$796K +$79K +1,330 +12%
JWCA
1347
J.W. Coons Advisors
Ohio
$793K -$115K -1,940 -13%
WSFS
1348
Wilmington Savings Fund Society
Delaware
$792K -$2.97K -50 -0.4%
DWM
1349
Defined Wealth Management
Oregon
$792K – – –
PP
1350
Patron Partners
Texas
$791K +$1.78K +30 +0.2%
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