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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1501
Valley National Advisers
Pennsylvania
$3.59M +$1.47M +9,193 +79%
LA
1502
Lifeworks Advisors
Michigan
$3.59M +$720K +4,488 +27%
AWE
1503
Avidian Wealth Enterprises
Texas
$3.59M +$106K +661 +3%
MAM
1504
Mirabaud Asset Management
United Kingdom
$3.59M +$30.1K +188 +0.9%
MBT
1505
Montecito Bank & Trust
California
$3.59M +$632K +3,943 +23%
PA
1506
Paragon Advisors
Texas
$3.54M -$1.44K -9 -0%
AA
1507
ALPS Advisors
Colorado
$3.53M -$31.6M -197,182 -91%
BOPW
1508
Brandywine Oak Private Wealth
Pennsylvania
$3.52M +$276K +1,719 +9%
SMH
1509
Sanders Morris Harris
Texas
$3.51M – – –
HCCM
1510
Hudson Canyon Capital Management
New York
$3.5M – – –
WFG
1511
Wills Financial Group
Virginia
$3.5M -$26.9K -168 -0.8%
CC
1512
Commons Capital
Massachusetts
$3.5M +$31.9K +199 +1%
EFMC
1513
Empire Financial Management Company
New York
$3.5M -$280K -1,746 -8%
TPA
1514
Trivium Point Advisory
Connecticut
$3.47M +$641 +4 +0%
PSP
1515
Principal Street Partners
Tennessee
$3.47M -$9.9M -61,728 -86%
CFP
1516
Catalyst Financial Partners
Massachusetts
$3.47M +$134K +836 +4%
EAMA
1517
EFG Asset Management (Americas)
Florida
$3.46M -$90.4K -564 -3%
AA
1518
Altman Advisors
Illinois
$3.45M -$14.9K -93 -0.5%
ACM
1519
Alight Capital Management
New York
$3.45M -$1.6M -10,000 -33%
WI
1520
WrapManager Inc
California
$3.45M -$130K -808 -4%
MWM
1521
Mattern Wealth Management
Kansas
$3.44M +$120K +750 +4%
BIP
1522
Blueprint Investment Partners
North Carolina
$3.43M +$258K +1,608 +9%
SIG
1523
Spinnaker Investment Group
California
$3.43M +$1.6K +10 +0.1%
NEAM
1524
New England Asset Management
Connecticut
$3.42M -$1.97M -12,295 -38%
GCM
1525
Gladius Capital Management
Illinois
$3.41M +$1.65M +10,269 +108%
59 60
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62 63