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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1426
Wakefield Asset Management
Colorado
$260K -$10.2K -220 -4%
BCA
1427
Biltmore Capital Advisors
New Jersey
$260K +$24.5K +530 +10%
DWM
1428
Destination Wealth Management
California
$259K +$259K +5,600 New
CWAG
1429
Compton Wealth Advisory Group
Virginia
$258K -$20.3K -440 -7%
TP
1430
Tranquility Partners
Tennessee
$258K – – –
TCOT
1431
Trust Company of Toledo
Ohio
$255K – – –
AG
1432
AIA Group
Hong Kong
$254K -$213K -4,610 -46%
FAM
1433
Formidable Asset Management
Ohio
$254K +$251K +5,430 New
SAM
1434
SignalPoint Asset Management
Missouri
$252K +$12.9K +280 +5%
GC
1435
Gilbert & Cook
Iowa
$252K +$26.8K +580 +12%
FA
1436
Fermata Advisors
California
$252K +$251K +5,430 New
AIG
1437
American International Group
New York
$252K -$17.8M -385,280 -7%
JIC
1438
Joel Isaacson & Co
New York
$251K +$251K +5,420 New
SFP
1439
Sandbox Financial Partners
Maryland
$250K +$239K +5,170 New
GFP
1440
Gryphon Financial Partners
Ohio
$249K -$925 -20 -0.4%
GM
1441
Granger Management
New York
$249K – – –
YIA
1442
YHB Investment Advisors
Connecticut
$249K – – –
CI
1443
CX Institutional
Indiana
$249K +$9.71K +210 +4%
JHP
1444
James Hambro & Partners
United Kingdom
$248K -$50.9K -1,100 -17%
XF
1445
XML Financial
Maryland
$247K -$19.9K -430 -7%
SSB
1446
Sandy Spring Bank
Maryland
$247K +$8.32K +180 +4%
LFA
1447
Legacy Financial Advisors
Kentucky
$246K -$50.4K -1,090 -17%
BMA
1448
Brooks Moore & Associates
Tennessee
$246K – – –
JGIA
1449
Jackson Grant Investment Advisers
Connecticut
$246K +$245K +5,300 New
AF
1450
Advisornet Financial
Minnesota
$245K +$61K +1,320 +33%
56 57
58
59 60