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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1476
PGIM Custom Harvest
New Jersey
$229K +$228K +4,940 New
JG
1477
Jefferies Group
New York
$228K +$228K +4,920 New
LL
1478
LPWM LLC
Minnesota
$226K -$11.6K -250 -5%
PCG
1479
Private Capital Group
Connecticut
$225K -$131K -2,840 -37%
WAAG
1480
Wealth Alliance Advisory Group
Kansas
$223K -$6.01K -130 -3%
LDFR
1481
Lehman & Derafelo Financial Resources
Pennsylvania
$223K – – –
BCA
1482
Bay Colony Advisors
Massachusetts
$223K +$222K +4,810 New
AF
1483
Allworth Financial
California
$222K +$84.2K +1,820 +61%
SCA
1484
Stonebridge Capital Advisors
Minnesota
$219K -$5.09K -110 -2%
WW
1485
Westshore Wealth
California
$219K +$219K +4,730 New
AP
1486
Adero Partners
California
$217K +$216K +4,670 New
GIA
1487
Gladstone Institutional Advisory
Florida
$216K +$215K +4,650 New
PA
1488
Procyon Advisors
Connecticut
$216K +$215K +4,660 New
COI
1489
Connable Office Inc
Michigan
$213K -$78.6K -1,700 -27%
TCOV
1490
Trust Company of Vermont
Vermont
$213K -$3.7K -80 -2%
SAS
1491
Stelac Advisory Services
New York
$213K +$55K +1,190 +35%
BWG
1492
Beta Wealth Group
California
$213K +$213K +4,600 New
AAMC
1493
Asset Allocation & Management Company
Illinois
$212K – – –
CWM
1494
CCG Wealth Management
California
$212K – – –
TAM
1495
Trillium Asset Management
Massachusetts
$212K – – –
HFG
1496
Heron Financial Group
New York
$211K +$205K +4,430 New
AFG
1497
Allegheny Financial Group
Pennsylvania
$211K +$210K +4,550 New
BO
1498
BRR OpCo
Ohio
$211K +$210K +4,550 New
FC
1499
Fulcrum Capital
Washington
$210K -$272K -5,880 -57%
WWM
1500
Wolff Wiese Magana
California
$210K -$78.2K -1,690 -27%
58 59
60
61 62