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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1601
Capital Planning Advisors
California
$399K +$14.8K +250 +4%
GCM
1602
Gibraltar Capital Management
Oklahoma
$399K +$376K +6,330 New
PHK
1603
Point72 Hong Kong
Hong Kong
$399K +$376K +6,330 New
SFA
1604
Source Financial Advisors
New York
$397K +$30.9K +520 +9%
GPA
1605
Guidance Point Advisors
Massachusetts
$396K +$2.38K +40 +0.6%
OTPPB
1606
Ontario Teachers' Pension Plan Board
Ontario, Canada
$395K -$592K -9,960 -61%
DFA
1607
Delta Financial Advisors
Louisiana
$395K +$27.3K +460 +8%
RGF
1608
Retirement Guys Formula
Ohio
$395K +$372K +6,270 New
BHWM
1609
Bar Harbor Wealth Management
New Hampshire
$394K -$17.2K -290 -4%
JIC
1610
Joel Isaacson & Co
New York
$393K +$4.16K +70 +1%
SDWMA
1611
Schneider Downs Wealth Management Advisors
Pennsylvania
$390K -$21.4K -360 -5%
WA
1612
Waddell & Associates
Tennessee
$390K – – –
SIC
1613
Sigma Investment Counselors
Michigan
$389K -$56.4K -950 -13%
FOA
1614
Five Oceans Advisors
California
$388K +$1.78K +30 +0.5%
MS
1615
Mizuho Securities
Japan
$388K +$23.8K +400 +7%
CWA
1616
Canvas Wealth Advisors
Kansas
$386K -$167K -2,820 -30%
PFA
1617
Pathway Financial Advisors
Vermont
$386K – – –
QAM
1618
Q3 Asset Management
Michigan
$386K +$367K +6,180 New
SCS
1619
Syquant Capital SAS
France
$384K -$35.6K -600 -9%
FG
1620
Fiduciary Group
Georgia
$383K +$12.5K +210 +3%
SPP
1621
Single Point Partners
Massachusetts
$383K +$361K +6,080 New
PFWA
1622
Paces Ferry Wealth Advisors
Georgia
$382K -$2.38K -40 -0.7%
TC
1623
TAP Consulting
Missouri
$381K – – –
CWM
1624
Centric Wealth Management
Illinois
$380K +$13.1K +220 +4%
PWMG
1625
Prestige Wealth Management Group
New Jersey
$380K +$20.8K +350 +6%
63 64
65
66 67