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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
1501
Girard Partners
Pennsylvania
$517K -$10.1K -170 -2%
MCM
1502
Monument Capital Management
Virginia
$516K +$60.6K +1,020 +14%
HLOC
1503
H.L. Ormond & Company
North Carolina
$514K +$55.8K +940 +13%
CFO
1504
CVA Family Office
Colorado
$514K +$137K +2,300 +39%
TRIA
1505
Trail Ridge Investment Advisors
Colorado
$514K +$485K +8,170 New
AAP
1506
Arax Advisory Partners
Colorado
$513K -$1.19K -20 -0.2%
IIC
1507
Integrated Investment Consultants
Michigan
$511K -$18.4K -310 -4%
ASBI
1508
American State Bank (Iowa)
Iowa
$511K +$23.2K +390 +5%
AIA
1509
Alera Investment Advisors
Illinois
$509K +$480K +8,080 New
TCBWMS
1510
Texas Capital Bank Wealth Management Services
Texas
$509K +$480K +8,080 New
ESCM
1511
Echo Street Capital Management
New York
$509K +$481K +8,090 New
MWPCG
1512
Measured Wealth Private Client Group
New Hampshire
$508K +$17.8K +300 +4%
RF
1513
Rollins Financial
Georgia
$508K +$45.7K +770 +11%
MCM
1514
Magnolia Capital Management
New York
$504K – – –
VW
1515
Vantage Wealth
California
$504K – – –
EFSCE
1516
Enterprise Financial Services Corp (EFSC)
Missouri
$504K +$22K +370 +5%
EFI
1517
EHP Funds Inc
Canada
$504K +$475K +8,000 New
HIS
1518
Harvest Investment Services
Illinois
$501K -$20.8K -350 -4%
OHIS
1519
Oak Harvest Investment Services
Texas
$499K -$95.6K -1,610 -17%
AA
1520
Apriem Advisors
California
$497K -$29.7K -500 -6%
SB
1521
Strategic Blueprint
Georgia
$496K +$57K +960 +14%
APW
1522
Aurora Private Wealth
New Jersey
$493K -$86.7K -1,460 -16%
AWA
1523
Arete Wealth Advisors
Illinois
$493K +$202K +3,400 +77%
FWM
1524
Fairhaven Wealth Management
Illinois
$491K – – –
PRC
1525
Pearl River Capital
Michigan
$491K +$463K +7,800 New
59 60
61
62 63