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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1501
PDS Planning
Ohio
$9.24M -$238K -665 -2%
SPG
1502
Strategic Planning Group
Utah
$9.23M +$176K +493 +2%
CPA
1503
Capital Planning Advisors
California
$9.22M -$639K -1,787 -6%
MMPW
1504
Mitchell McLeod Pugh & Williams
Alabama
$9.21M +$332K +928 +3%
AFT
1505
Alpha Family Trust
California
$9.19M – – –
FM
1506
Family Management
New York
$9.19M +$7.03M +19,646 +285%
TC
1507
TwinBeech Capital
New York
$9.19M +$8.88M +24,822 +1,446%
JWM
1508
Jupiter Wealth Management
Colorado
$9.18M +$1.32M +3,703 +15%
S
1509
Sunpointe
Missouri
$9.15M +$501K +1,400 +6%
PFSC
1510
Peoples Financial Services Corp
Pennsylvania
$9.15M -$885K -2,476 -9%
LWCFA
1511
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9.14M -$129K -361 -1%
MPA
1512
Marvin & Palmer Associates
Delaware
$9.13M -$2.3M -6,418 -20%
GAAM
1513
Guinness Atkinson Asset Management
California
$9.13M -$41.1K -115 -0.4%
BFPW
1514
BOK Financial Private Wealth
Colorado
$9.12M -$369K -1,032 -4%
TNA
1515
True North Advisors
Texas
$9.11M -$3.54M -9,901 -27%
CAAS
1516
Capital Asset Advisory Services
Michigan
$9.09M -$71.5K -200 -0.8%
LBWM
1517
Left Brain Wealth Management
Illinois
$9.09M -$373K -1,044 -4%
OWCM
1518
One Wealth Capital Management
Arizona
$9.07M +$3.61M +10,105 +63%
CSIC
1519
Clifford Swan Investment Counsel
California
$9.06M -$105K -293 -1%
STS
1520
SG Trading Solutions
Utah
$9.06M +$9.36M +26,187 New
TVPW
1521
Third View Private Wealth
Connecticut
$9.02M +$9.32M +26,075 New
GFP
1522
Gryphon Financial Partners
Ohio
$9.02M +$632K +1,766 +7%
CFP
1523
Catalyst Financial Partners
Massachusetts
$9.01M +$483K +1,352 +5%
TF
1524
Telligent Fund
Hong Kong
$9M +$715K +2,000 +8%
KIM
1525
Kestra Investment Management
Texas
$8.98M -$254K -710 -3%
59 60
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