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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1601
Belmont Capital
California
$8K – – –
TF
1602
TimeScale Financial
Massachusetts
$8K – – –
PWA
1603
Phoenix Wealth Advisors
North Carolina
$8K +$7.41K +190 New
BDWM
1604
Brewin Dolphin Wealth Management
Ireland
$7.01K +$6.24K +160 New
LAS
1605
Lloyd Advisory Services
Georgia
$7K – – –
BHWM
1606
Bay Harbor Wealth Management
Maryland
$7K +$1.56K +40 +31%
AFS
1607
Annapolis Financial Services
Maryland
$7K +$5.85K +150 New
VCM
1608
Vigilant Capital Management
Maine
$7K +$5.85K +150 New
HFA
1609
Hoover Financial Advisors
Pennsylvania
$6K +$5.07K +130 New
SIAG
1610
Safeguard Investment Advisory Group
California
$6K +$5.46K +140 New
SFP
1611
Sterling Financial Planning
New Jersey
$6K +$5.46K +140 New
KFS
1612
Kelly Financial Services
Massachusetts
$5.17K – – –
SFA
1613
Semmax Financial Advisors
North Carolina
$5K -$5.46K -140 -56%
RBC
1614
Roble Belko & Company
Pennsylvania
$5K – – –
CIA
1615
CSat Investment Advisory
Michigan
$4K -$833K -21,380 -100%
HGWM
1616
Harvest Group Wealth Management
Massachusetts
$4K -$7.02K -180 -69%
TC
1617
Trust Company
Kansas
$4K -$6.63K -170 -63%
BFC
1618
Bedel Financial Consulting
Indiana
$4K – – –
RIA
1619
RPG Investment Advisory
California
$4K – – –
CWM
1620
Cranbrook Wealth Management
Michigan
$4K +$3.12K +80 New
RA
1621
Resolute Advisors
California
$4K +$3.51K +90 New
GWMIA
1622
Global Wealth Management Investment Advisory
Florida
$4K +$3.9K +100 New
ARMC
1623
American Research & Management Company
Massachusetts
$3K – – –
LWANC
1624
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
TCWA
1625
Ten Capital Wealth Advisors
Washington
$3K +$2.73K +70 New
63 64
65
66 67