We are live on ! Find out more
AVGO icon

Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
1451
Autumn Glory Partners
Texas
$624K +$560K +11,160 New
GP
1452
Girard Partners
Pennsylvania
$624K +$175K +3,500 +46%
SWM
1453
Shelton Wealth Management
Texas
$623K +$86.7K +1,730 +18%
RCA
1454
Resonant Capital Advisors
Wisconsin
$622K +$289K +5,770 +108%
CRWM
1455
Castle Rock Wealth Management
California
$621K +$19.6K +390 +4%
BJL
1456
Brighton Jones LLC
Washington
$618K -$33.6K -670 -6%
BIP
1457
Blueprint Investment Partners
North Carolina
$617K +$554K +11,040 New
RGF
1458
Retirement Guys Formula
Ohio
$615K +$75.7K +1,510 +16%
NVIM
1459
New Vernon Investment Management
Illinois
$615K – – –
AA
1460
Alta Advisers
United Kingdom
$615K – – –
RIM
1461
Redwood Investment Management
Arizona
$614K +$2.51K +50 +0.5%
MW
1462
MBL Wealth
North Carolina
$612K +$11.5K +230 +2%
CFP
1463
Catalyst Financial Partners
Massachusetts
$611K +$548K +10,930 New
ASBI
1464
American State Bank (Iowa)
Iowa
$610K +$5.01K +100 +0.9%
PCS
1465
Personal CFO Solutions
New Jersey
$609K +$49.1K +980 +10%
SI
1466
Saxon Interests
Texas
$608K -$44.1K -880 -8%
OC
1467
Oakworth Capital
Alabama
$608K -$298K -5,950 -35%
FNBOH
1468
First National Bank of Hutchinson
Kansas
$606K +$501 +10 +0.1%
ST
1469
Spinnaker Trust
Maine
$602K -$40.1K -800 -7%
CNC
1470
Canandaigua National Corp
New York
$602K -$2.51K -50 -0.5%
DCM
1471
Dudley Capital Management
Virginia
$601K +$539K +10,750 New
PCMU
1472
Paragon Capital Management (Utah)
Utah
$600K +$1.5K +30 +0.3%
PWC
1473
PYA Waltman Capital
Tennessee
$598K +$67.2K +1,340 +14%
MBT
1474
Montecito Bank & Trust
California
$596K – – –
IHL
1475
Investment House LLC
California
$595K +$7.52K +150 +1%
57 58
59
60 61