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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1601
Keudell/Morrison Wealth Management
Oregon
$322K +$1.12K +20 +0.3%
BPWM
1602
Badgley Phelps Wealth Managers
Washington
$322K +$10.1K +180 +3%
SMA
1603
Sage Mountain Advisors
Georgia
$321K -$62.9K -1,120 -14%
WMS
1604
Wealth Management Solutions
Pennsylvania
$321K +$2.25K +40 +0.6%
MWAM
1605
Manhattan West Asset Management
California
$320K -$58.9K -1,050 -14%
BBL
1606
Beck Bode LLC
Massachusetts
$320K +$370K +6,590 New
GIA
1607
Guyasuta Investment Advisors
Pennsylvania
$319K +$128K +2,280 +53%
UCB
1608
United Community Bank
South Carolina
$318K +$39.3K +700 +12%
CIA
1609
Choate Investment Advisors
Massachusetts
$318K – – –
AL
1610
Aspiriant LLC
California
$317K -$30.3K -540 -8%
HW
1611
Hamilton Wealth
California
$317K +$49.4K +880 +16%
1IA
1612
1620 Investment Advisors
Massachusetts
$316K -$382K -6,810 -51%
BHWM
1613
Bar Harbor Wealth Management
New Hampshire
$316K +$13.5K +240 +4%
BFG
1614
Berger Financial Group
Minnesota
$316K +$81.9K +1,460 +29%
JSL
1615
JT Stratford LLC
Georgia
$316K +$365K +6,510 New
IA
1616
Integrity Advisory
Kansas
$315K +$1.12K +20 +0.3%
HFW
1617
Horizon Family Wealth
Illinois
$312K -$6.74K -120 -2%
IWA
1618
Intercontinental Wealth Advisors
Texas
$312K – – –
FOA
1619
Five Oceans Advisors
California
$312K +$14.6K +260 +4%
SSB
1620
Sandy Spring Bank
Maryland
$310K – – –
SAM
1621
SignalPoint Asset Management
Missouri
$310K +$75.2K +1,340 +26%
GPA
1622
Guidance Point Advisors
Massachusetts
$309K +$3.37K +60 +1%
C
1623
Certuity
Florida
$308K +$103K +1,840 +41%
WTB
1624
Washington Trust Bank
Washington
$304K -$118K -2,100 -25%
SFG
1625
SevenBridge Financial Group
Pennsylvania
$303K -$54.4K -970 -13%
63 64
65
66 67