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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
1626
Bar Harbor Wealth Management
New Hampshire
$394K +$52.1K +1,040 +17%
ZIG
1627
Zullo Investment Group
Pennsylvania
$392K +$3.01K +60 +0.9%
CAM
1628
Campion Asset Management
Virginia
$391K – – –
WDC
1629
Woodward Diversified Capital
California
$391K +$4.51K +90 +1%
APW
1630
Aurora Private Wealth
New Jersey
$391K -$45.1K -900 -11%
PWS
1631
Precision Wealth Strategies
Missouri
$391K -$575K -11,460 -62%
CCP
1632
Carmel Capital Partners
California
$389K +$62.7K +1,250 +22%
MF
1633
Manchester Financial
California
$386K +$9.53K +190 +3%
FG
1634
Fiduciary Group
Georgia
$385K +$6.02K +120 +2%
GIA
1635
Guyasuta Investment Advisors
Pennsylvania
$385K +$101K +2,010 +41%
GC
1636
Gilbert & Cook
Iowa
$384K +$4.51K +90 +1%
CAG
1637
Crestwood Advisors Group
Massachusetts
$384K +$26.1K +520 +8%
SFS
1638
Stiles Financial Services
Minnesota
$384K +$96.3K +1,920 +39%
CT
1639
Coastline Trust
Rhode Island
$384K +$65.2K +1,300 +23%
MCC
1640
Malaga Cove Capital
California
$382K – – –
AAS
1641
Annex Advisory Services
Wisconsin
$379K +$11K +220 +3%
FMP
1642
Financial Management Professionals
Texas
$379K +$64.2K +1,280 +23%
FFA
1643
Farther Finance Advisors
California
$376K +$337K +6,720 New
WB
1644
Webster Bank
Connecticut
$375K – – –
WAM
1645
Wakefield Asset Management
Colorado
$375K +$1K +20 +0.3%
WMS
1646
Wealth Management Solutions
Pennsylvania
$374K +$1.5K +30 +0.5%
HFW
1647
Horizon Family Wealth
Illinois
$372K +$14.5K +290 +5%
MCCA
1648
Mill Creek Capital Advisors
Pennsylvania
$372K +$333K +6,650 New
IA
1649
Integrity Advisory
Kansas
$372K +$5.01K +100 +2%
IWA
1650
Intercontinental Wealth Advisors
Texas
$371K +$5.01K +100 +2%
64 65
66
67 68