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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1601
BetterWealth
California
$377K +$319K +5,670 New
YMRC
1602
Yorktown Management & Research Company
Virginia
$376K – – –
WAM
1603
Wakefield Asset Management
Colorado
$375K +$15.2K +270 +5%
CFO
1604
Collective Family Office
Pennsylvania
$375K +$39.3K +700 +14%
LNWTC
1605
Laird Norton Wetherby Trust Company
Washington
$374K +$5.62K +100 +2%
CWAG
1606
Compton Wealth Advisory Group
Virginia
$373K – – –
IIM
1607
Ipswich Investment Management
Massachusetts
$373K – – –
KP
1608
Keel Point
Alabama
$372K +$4.5K +80 +1%
CWM
1609
Cornerstone Wealth Management
Missouri
$371K +$22.5K +400 +8%
DA
1610
DSC Advisors
Illinois
$371K +$48.3K +860 +18%
TH
1611
TCTC Holdings
Texas
$369K – – –
WCA
1612
Waypoint Capital Advisors
Minnesota
$367K +$310K +5,520 New
TCOT
1613
Trust Company of Toledo
Ohio
$366K – – –
BO
1614
Bank OZK
Arkansas
$365K – – –
KFGK
1615
Keystone Financial Group (Kentucky)
Kentucky
$365K – – –
CPIG
1616
Chicago Partners Investment Group
Illinois
$365K +$3.37K +60 +1%
BCA
1617
Bay Colony Advisors
Massachusetts
$365K +$21.4K +380 +7%
FIM
1618
Freedom Investment Management
Connecticut
$362K +$74.2K +1,320 +32%
WE
1619
Wealth Effects
Massachusetts
$362K +$305K +5,430 New
NPT
1620
Nixon Peabody Trust
Massachusetts
$362K +$306K +5,440 New
WA
1621
Wealth Architects
California
$360K +$7.87K +140 +3%
PFA
1622
Pathway Financial Advisors
Vermont
$359K +$345K +6,130 New
EW
1623
Evoke Wealth
California
$358K +$27.5K +490 +10%
KCM
1624
KRS Capital Management
Michigan
$358K +$303K +5,390 New
GAM
1625
Gould Asset Management
California
$357K +$301K +5,360 New
63 64
65
66 67