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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1601
Patriot Financial Group Insurance Agency
Massachusetts
$5.73M +$1.18M +5,419 +35%
LAM
1602
L2 Asset Management
Massachusetts
$5.7M +$204K +941 +5%
OIM
1603
Orca Investment Management
Oregon
$5.69M +$16.7K +77 +0.4%
LWAM
1604
Legacy Wealth Asset Management
Minnesota
$5.69M -$176K -811 -4%
RFP
1605
Root Financial Partners
California
$5.67M +$3.28M +15,127 +278%
MWM
1606
Modern Wealth Management
Kansas
$5.67M -$124K -572 -3%
AF
1607
Apollon Financial
South Carolina
$5.67M +$154K +707 +4%
MIC
1608
Means Investment Company
Maine
$5.67M +$694K +3,194 +18%
PIA
1609
Perennial Investment Advisors
California
$5.66M -$73.8K -340 -2%
HCM
1610
Hollencrest Capital Management
California
$5.65M +$2.06M +9,473 +86%
AA
1611
ALPS Advisors
Colorado
$5.65M -$724K -3,333 -14%
BOPW
1612
Brandywine Oak Private Wealth
Pennsylvania
$5.64M -$29.5K -136 -0.7%
CPIG
1613
Chicago Partners Investment Group
Illinois
$5.64M +$613K +2,824 +17%
BWP
1614
Balboa Wealth Partners
Arizona
$5.64M +$1.32M +6,083 +42%
MFS
1615
Mattson Financial Services
Michigan
$5.63M +$625K +2,879 +16%
FCMA
1616
Foresight Capital Management Advisors
Michigan
$5.63M -$238K -1,094 -5%
IA
1617
IAM Advisory
Pennsylvania
$5.62M -$76K -350 -2%
CC
1618
Commons Capital
Massachusetts
$5.6M +$89.7K +413 +2%
MFGM
1619
Marshall Financial Group (Maryland)
Maryland
$5.6M -$350K -1,611 -7%
EFS
1620
Essex Financial Services
Connecticut
$5.59M +$265K +1,220 +6%
TSWM
1621
Triangle Securities Wealth Management
North Carolina
$5.57M +$15.6K +72 +0.4%
IWS
1622
Insight Wealth Strategies
California
$5.54M -$873K -4,022 -16%
TF
1623
Telligent Fund
Hong Kong
$5.51M -$4.78M -22,000 -52%
IECM
1624
Intrinsic Edge Capital Management
Illinois
$5.51M +$4.34M +20,000 New
KFI
1625
Key Financial Inc
Pennsylvania
$5.51M +$15.9K +73 +0.4%
63 64
65
66 67