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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
1576
Tru Independence Asset Management 2
Oregon
$342K -$759K -13,530 -66%
FHC
1577
First Heartland Consultants
Missouri
$342K -$308K -5,480 -44%
SFG
1578
Synergy Financial Group
California
$342K -$15.2K -270 -4%
WCM
1579
Wedge Capital Management
North Carolina
$342K +$2.25K +40 +0.6%
PP
1580
PDS Planning
Ohio
$342K +$20.8K +370 +6%
CAM
1581
Campion Asset Management
Virginia
$340K – – –
LA
1582
LexAurum Advisors
Kansas
$339K – – –
MWM
1583
Modera Wealth Management
New Jersey
$339K +$29.2K +520 +8%
AWM
1584
AllSquare Wealth Management
New York
$338K – – –
FMWA
1585
Forvis Mazars Wealth Advisors
Missouri
$337K +$189K +3,370 +95%
AWA
1586
Aaron Wealth Advisors
Illinois
$336K +$103K +1,840 +36%
TFCP
1587
Twin Focus Capital Partners
Massachusetts
$335K -$11.8K -210 -3%
GWS
1588
Glassman Wealth Services
Virginia
$334K +$10.1K +180 +3%
FA
1589
Fermata Advisors
California
$333K -$32K -570 -8%
GC
1590
Gilbert & Cook
Iowa
$333K +$16.8K +300 +5%
CM
1591
Columbus Macro
Pennsylvania
$332K +$383K +6,830 New
SCFS
1592
S.C. Financial Services
Arizona
$330K +$1.12K +20 +0.3%
DFA
1593
Delta Financial Advisors
Louisiana
$330K +$28.6K +510 +8%
IAP
1594
Indie Asset Partners
Indiana
$327K – – –
JCM
1595
Jacobi Capital Management
Pennsylvania
$327K +$20.2K +360 +6%
CHAM
1596
Clear Harbor Asset Management
Connecticut
$326K – – –
WB
1597
Webster Bank
Connecticut
$326K – – –
FAM
1598
Formidable Asset Management
Ohio
$326K +$7.86K +140 +2%
CMS
1599
Capital Market Strategies
Florida
$326K +$377K +6,710 New
MSR
1600
Main Street Research
Connecticut
$325K -$26.1M -464,920 -99%
62 63
64
65 66