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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NME
1401
Notis-McConarty Edward
$930K – – –
TA
1402
Tiedemann Advisors
New York
$930K +$872K +14,500 New
IP
1403
Ignite Planners
California
$928K +$96.3K +1,600 +12%
JWWM
1404
Johnson & White Wealth Management
Pennsylvania
$928K +$871K +14,470 New
LCGC
1405
Legacy Capital Group California
California
$926K +$868K +14,430 New
MAM
1406
Montchanin Asset Management
Delaware
$924K – – –
AIM
1407
Anchor Investment Management
South Carolina
$921K +$80.6K +1,340 +10%
AGC
1408
Aspen Grove Capital
Colorado
$921K +$109K +1,810 +14%
OIA
1409
Optimum Investment Advisors
Illinois
$917K +$36.1K +600 +4%
NA
1410
Navellier & Associates
Nevada
$911K +$17.4K +290 +2%
BWP
1411
Balboa Wealth Partners
Arizona
$910K +$227K +3,770 +36%
HFM
1412
Hartford Financial Management
Connecticut
$910K +$1.2K +20 +0.1%
ST
1413
Smithfield Trust
Pennsylvania
$908K +$15K +250 +2%
SF
1414
Symphony Financial
Texas
$905K -$38.5K -640 -4%
FP
1415
Fiduciary Planning
Florida
$905K +$848K +14,100 New
TAIM
1416
TD Ameritrade Investment Management
Nebraska
$899K -$200K -3,330 -19%
AWM
1417
Accurate Wealth Management
Florida
$899K +$358K +5,950 +71%
CAMV
1418
Concord Asset Management (Virginia)
Virginia
$898K +$511K +8,490 +154%
LFA
1419
Legacy Financial Advisors
Kentucky
$896K +$54.7K +910 +7%
II
1420
Inspire Investing
Idaho
$891K +$466K +7,750 +126%
OCG
1421
Opus Capital Group
Ohio
$891K -$15.6K -260 -2%
CFSG
1422
Clark Financial Services Group
Missouri
$890K -$5.42K -90 -0.6%
PWMG
1423
Provence Wealth Management Group
California
$888K +$268K +4,460 +48%
NP
1424
NorthRock Partners
Minnesota
$885K -$117K -1,950 -12%
FI
1425
Financial Insights
Washington
$883K +$828K +13,770 New
55 56
57
58 59