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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1451
JBF Capital
Colorado
$1.25M +$1.3M +15,000 New
EWA
1452
Exencial Wealth Advisors
Oklahoma
$1.24M -$1.78M -20,520 -58%
LS
1453
Leelyn Smith
Illinois
$1.24M -$25.1K -290 -2%
AWE
1454
Avidian Wealth Enterprises
Texas
$1.24M -$113K -1,300 -8%
CBFP
1455
Cedar Brook Financial Partners
Ohio
$1.23M -$335K -3,870 -21%
BTWM
1456
Baker Tilly Wealth Management
Wisconsin
$1.23M -$1.78M -20,580 -58%
OGC
1457
Oak Grove Capital
New Hampshire
$1.23M +$545K +6,290 +74%
CCA
1458
Childress Capital Advisors
Texas
$1.23M +$1.28M +14,790 New
OAJ
1459
Ogorek Anthony Joseph
New York
$1.23M -$6.93K -80 -0.5%
RSWM
1460
Robertson Stephens Wealth Management
California
$1.23M +$374K +4,320 +41%
PCP
1461
Proficio Capital Partners
Massachusetts
$1.23M +$65K +750 +5%
GA
1462
Geller Advisors
New York
$1.23M -$1.13M -13,050 -47%
CFAM
1463
Center For Asset Management
Florida
$1.22M +$662K +7,640 +108%
MWA
1464
Meridian Wealth Advisors
Texas
$1.22M +$14.7K +170 +1%
LFA
1465
Legacy Financial Advisors
Kentucky
$1.22M +$78K +900 +7%
AC
1466
Allstate Corporation
Illinois
$1.22M – – –
OBWG
1467
Onyx Bridge Wealth Group
New York
$1.21M +$276K +3,180 +28%
ANTB
1468
AMG National Trust Bank
Colorado
$1.2M -$90.2K -1,040 -7%
GA
1469
GoalVest Advisory
New York
$1.2M +$75.4K +870 +6%
TA
1470
Tiedemann Advisors
New York
$1.2M -$2.6K -30 -0.2%
DWM
1471
Drive Wealth Management
Utah
$1.2M -$133K -1,530 -10%
RCA
1472
Resonant Capital Advisors
Wisconsin
$1.2M +$82.3K +950 +7%
RIA
1473
Realta Investment Advisors
Delaware
$1.2M -$39K -450 -3%
HFM
1474
Hartford Financial Management
Connecticut
$1.2M +$18.2K +210 +1%
NERM
1475
New England Research & Management
Illinois
$1.19M +$1.24M +14,360 New
57 58
59
60 61