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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1551
Everhart Financial Group
Ohio
$2.24M +$177K +1,430 +9%
ZIMP
1552
Zimmermann Investment Management & Planning
Pennsylvania
$2.24M +$107K +860 +5%
IIA
1553
ICW Investment Advisors
Arizona
$2.23M +$32.2K +260 +2%
MP
1554
Munro Partners
Australia
$2.23M -$30.4M -245,650 -94%
TMWM
1555
Taylor & Morgan Wealth Management
Michigan
$2.22M -$54.5K -440 -3%
NB
1556
NBT Bank
New York
$2.22M +$2.48K +20 +0.1%
WWM
1557
Wolff Wiese Magana
California
$2.21M -$26K -210 -1%
RWMG
1558
Redwood Wealth Management Group
New Jersey
$2.2M -$64.4K -520 -3%
CWA
1559
Consilium Wealth Advisory
Texas
$2.2M +$935K +7,550 +84%
BIP
1560
Blueprint Investment Partners
North Carolina
$2.18M -$157K -1,270 -7%
BFIC
1561
Bedell Frazier Investment Counselling
California
$2.18M -$53.3K -430 -3%
PCP
1562
Proficio Capital Partners
Massachusetts
$2.18M +$116K +940 +6%
TSW
1563
Three Seasons Wealth
Utah
$2.18M +$2.02M +16,270 New
PI
1564
Pettee Investors
Connecticut
$2.17M – – –
BMWM
1565
Brown Miller Wealth Management
Virginia
$2.16M +$1.56M +12,590 +340%
MCWA
1566
Meadow Creek Wealth Advisors
Georgia
$2.15M +$7.43K +60 +0.4%
PFS
1567
Physicians Financial Services
North Carolina
$2.15M -$6.2K -50 -0.3%
LWM
1568
Lyell Wealth Management
California
$2.14M +$45.8K +370 +2%
BP
1569
BBR Partners
New York
$2.14M -$103K -830 -5%
HNB
1570
Hilltop National Bank
Wyoming
$2.14M +$2M +16,110 New
MIP
1571
Marietta Investment Partners
Wisconsin
$2.13M -$6.2K -50 -0.3%
MCC
1572
Money Concepts Capital
Florida
$2.13M +$571K +4,610 +40%
BAAM
1573
Baker Avenue Asset Management
California
$2.13M -$1.2M -9,710 -38%
MSFS
1574
Main Street Financial Solutions
Pennsylvania
$2.13M -$279K -2,250 -12%
GA
1575
Geller Advisors
New York
$2.12M +$47.1K +380 +2%
61 62
63
64 65