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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1576
AllSquare Wealth Management
New York
$338K – – –
FMWA
1577
Forvis Mazars Wealth Advisors
Missouri
$337K +$189K +3,370 +95%
AWA
1578
Aaron Wealth Advisors
Illinois
$336K -$179M -3,191,850 -100%
TFCP
1579
Twin Focus Capital Partners
Massachusetts
$335K -$11.8K -210 -3%
GWS
1580
Glassman Wealth Services
Virginia
$334K +$10.1K +180 +3%
FA
1581
Fermata Advisors
California
$333K -$32K -570 -8%
GC
1582
Gilbert & Cook
Iowa
$333K +$16.8K +300 +5%
CM
1583
Columbus Macro
Pennsylvania
$332K +$383K +6,830 New
SCFS
1584
S.C. Financial Services
Arizona
$330K +$1.12K +20 +0.3%
DFA
1585
Delta Financial Advisors
Louisiana
$330K +$28.6K +510 +8%
IAP
1586
Indie Asset Partners
Indiana
$327K – – –
JCM
1587
Jacobi Capital Management
Pennsylvania
$327K +$20.2K +360 +6%
CHAM
1588
Clear Harbor Asset Management
Connecticut
$326K – – –
WB
1589
Webster Bank
Connecticut
$326K – – –
FAM
1590
Formidable Asset Management
Ohio
$326K +$7.86K +140 +2%
CMS
1591
Capital Market Strategies
Florida
$326K +$377K +6,710 New
MSR
1592
Main Street Research
Connecticut
$325K -$26.1M -464,920 -99%
DBG
1593
De Burlo Group
Massachusetts
$325K -$20.3M -360,800 -98%
WAM
1594
Wakefield Asset Management
Colorado
$325K +$6.74K +120 +2%
GCM
1595
Gibraltar Capital Management
Oklahoma
$324K +$18.5K +330 +5%
OFS
1596
OneAscent Financial Services
Alabama
$324K +$161K +2,860 +75%
MCM
1597
Monument Capital Management
Virginia
$323K -$86.4K -1,540 -19%
BMA
1598
Brooks Moore & Associates
Tennessee
$323K – – –
BO
1599
Bank OZK
Arkansas
$322K -$20.8K -370 -5%
TP
1600
Tranquility Partners
Tennessee
$322K – – –
62 63
64
65 66