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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SEC
1476
Seven Eight Capital
New York
$442K +$511K +9,100 New
BFM
1477
Boothbay Fund Management
New York
$441K -$176K -3,140 -26%
FCBT
1478
First Citizens Bank & Trust
North Carolina
$440K +$147K +2,620 +41%
QFA
1479
Quantum Financial Advisors
California
$440K +$448K +7,990 New
RSWM
1480
Robertson Stephens Wealth Management
California
$439K -$272K -4,850 -35%
JSW
1481
Journey Strategic Wealth
New Jersey
$439K -$92.6K -1,650 -15%
FPAS
1482
Focus Partners Advisor Solutions
Missouri
$439K -$83.6K -1,490 -14%
GCMG
1483
Gyroscope Capital Management Group
Florida
$437K – – –
SFP
1484
Sandbox Financial Partners
Maryland
$437K +$6.74K +120 +1%
CBN
1485
Cadence Bank NA
Texas
$436K +$86.4K +1,540 +21%
OPPTF
1486
OPSEU Pension Plan Trust Fund
Ontario, Canada
$432K +$500K +8,900 New
IBOK
1487
Independence Bank of Kentucky
Kentucky
$430K +$9.54K +170 +2%
SFCL
1488
Strengthening Families & Communities LLC
Massachusetts
$430K +$14.6K +260 +4%
OHIS
1489
Oak Harvest Investment Services
Texas
$429K +$50.5K +900 +11%
BCM
1490
Beck Capital Management
Texas
$426K +$2.81K +50 +0.6%
WE
1491
Wealth Effects
Massachusetts
$424K +$178K +3,180 +57%
ACM
1492
Anfield Capital Management
California
$423K +$489K +8,710 New
CWM
1493
Cornerstone Wealth Management
Missouri
$422K +$187K +3,330 +62%
LWMM
1494
Legacy Wealth Management (Mississippi)
Mississippi
$422K – – –
QT
1495
Quantamental Technologies
New York
$420K +$486K +8,650 New
AAP
1496
Arax Advisory Partners
Colorado
$419K +$26.9K +480 +6%
SIM
1497
Stratos Investment Management
Ohio
$417K -$22.5K -400 -4%
GFP
1498
Gryphon Financial Partners
Ohio
$417K +$117K +2,080 +32%
CPW
1499
Catalyst Private Wealth
California
$414K +$1.12K +20 +0.2%
TAM
1500
Townsend Asset Management
North Carolina
$412K -$95.4K -1,700 -17%
58 59
60
61 62