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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
1626
Wealth Alliance Advisory Group
Kansas
$5.5M +$641K +2,951 +17%
RIA
1627
Realta Investment Advisors
Delaware
$5.49M +$14.3K +66 +0.3%
GCP
1628
GSA Capital Partners
United Kingdom
$5.47M +$3.21M +14,804 +293%
BAM
1629
Berkshire Asset Management
Pennsylvania
$5.47M -$431K -1,983 -9%
SMTF
1630
Sphera Management Technology Funds
Israel
$5.47M -$467K -2,150 -10%
BBA
1631
Baader Bank Aktiengesellschaft
Germany
$5.47M +$126K +582 +3%
PWP
1632
Precedent Wealth Partners
Texas
$5.43M +$359K +1,653 +9%
PWPS
1633
Pinnacle Wealth Planning Services
Ohio
$5.43M +$615K +2,833 +17%
CPWA
1634
Cerro Pacific Wealth Advisors
California
$5.42M +$117K +540 +3%
ACM
1635
Aubrey Capital Management
United Kingdom
$5.4M – – –
LCM
1636
Leisure Capital Management
California
$5.4M -$91.9K -423 -2%
GLAM
1637
Gardner Lewis Asset Management
Pennsylvania
$5.38M -$130K -597 -3%
JRP
1638
Jasper Ridge Partners
California
$5.38M – – –
CM
1639
Caption Management
Oklahoma
$5.38M +$4.23M +19,500 New
C
1640
Certuity
Florida
$5.37M -$469K -2,162 -10%
WP
1641
WealthShield Partners
North Carolina
$5.37M +$165K +761 +4%
MFG
1642
Menard Financial Group
Texas
$5.35M +$169K +780 +4%
AWM
1643
Angeles Wealth Management
California
$5.33M +$785K +3,617 +23%
WM
1644
Whitford Management
New York
$5.32M +$65.6K +302 +2%
FM
1645
Foster & Motley
Ohio
$5.31M -$205K -945 -5%
DWG
1646
Darden Wealth Group
Michigan
$5.31M -$40.4K -186 -1%
IBOK
1647
Independence Bank of Kentucky
Kentucky
$5.3M +$94.7K +436 +2%
CV
1648
Counterweight Ventures
North Carolina
$5.27M +$58.6K +270 +1%
RA
1649
Riverstone Advisors
Texas
$5.26M +$34.7K +160 +0.8%
GCM
1650
Gunderson Capital Management
South Carolina
$5.26M +$4.14M +19,070 New
64 65
66
67 68