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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LDFR
1476
Lehman & Derafelo Financial Resources
Pennsylvania
$223K – – –
BCA
1477
Bay Colony Advisors
Massachusetts
$223K +$222K +4,810 New
AF
1478
Allworth Financial
California
$222K +$84.2K +1,820 +61%
SCA
1479
Stonebridge Capital Advisors
Minnesota
$219K -$5.09K -110 -2%
WW
1480
Westshore Wealth
California
$219K +$219K +4,730 New
AP
1481
Adero Partners
California
$217K +$216K +4,670 New
GIA
1482
Gladstone Institutional Advisory
Florida
$216K +$215K +4,650 New
PA
1483
Procyon Advisors
Connecticut
$216K +$215K +4,660 New
COI
1484
Connable Office Inc
Michigan
$213K -$78.6K -1,700 -27%
TCOV
1485
Trust Company of Vermont
Vermont
$213K -$3.7K -80 -2%
SAS
1486
Stelac Advisory Services
New York
$213K +$55K +1,190 +35%
BWG
1487
Beta Wealth Group
California
$213K +$213K +4,600 New
AAMC
1488
Asset Allocation & Management Company
Illinois
$212K – – –
CWM
1489
CCG Wealth Management
California
$212K – – –
TAM
1490
Trillium Asset Management
Massachusetts
$212K – – –
HFG
1491
Heron Financial Group
New York
$211K +$205K +4,430 New
AFG
1492
Allegheny Financial Group
Pennsylvania
$211K +$210K +4,550 New
BO
1493
BRR OpCo
Ohio
$211K +$210K +4,550 New
FC
1494
Fulcrum Capital
Washington
$210K -$272K -5,880 -57%
WWM
1495
Wolff Wiese Magana
California
$210K -$78.2K -1,690 -27%
GFS
1496
GYL Financial Synergies
Connecticut
$209K +$208K +4,500 New
PCM
1497
Poehling Capital Management
Wisconsin
$209K +$208K +4,500 New
EWM
1498
Executive Wealth Management
Michigan
$207K +$207K +4,470 New
OWA
1499
Outlook Wealth Advisors
Texas
$206K -$18K -390 -8%
EM
1500
Excalibur Management
Massachusetts
$206K +$206K +4,450 New
58 59
60
61 62