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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1651
Accurate Wealth Management
Florida
$288K -$33.7K -660 -9%
CPWA
1652
Cerro Pacific Wealth Advisors
California
$287K +$58.2K +1,140 +21%
TP
1653
Tranquility Partners
Tennessee
$286K -$9.2K -180 -3%
CG
1654
Corundum Group
Colorado
$286K +$329K +6,440 New
GPA
1655
Guidance Point Advisors
Massachusetts
$285K +$3.06K +60 +0.9%
WKSWA
1656
White Knight Strategic Wealth Advisors
New Jersey
$285K +$23K +450 +8%
SMC
1657
Smith, Moore & Co
Missouri
$285K +$30.7K +600 +10%
KP
1658
Keel Point
Alabama
$284K -$22K -430 -6%
HFW
1659
Horizon Family Wealth
Illinois
$284K -$2.04K -40 -0.6%
IAP
1660
Indie Asset Partners
Indiana
$283K -$17.9K -350 -5%
CAG
1661
Crestwood Advisors Group
Massachusetts
$282K -$534K -10,450 -62%
MC
1662
Machina Capital
France
$282K -$402K -7,860 -55%
JSL
1663
JT Stratford LLC
Georgia
$281K -$9.2K -180 -3%
SAM
1664
SignalPoint Asset Management
Missouri
$281K -$3.06K -60 -0.9%
TIA
1665
Tiemann Investment Advisors
California
$281K +$56.2K +1,100 +21%
MSR
1666
Main Street Research
Connecticut
$280K -$19.9K -390 -6%
KMWM
1667
Keudell/Morrison Wealth Management
Oregon
$280K -$16.3K -320 -5%
LSA
1668
Lion Street Advisors
Texas
$280K +$323K +6,320 New
RF
1669
Rollins Financial
Georgia
$279K -$40.9K -800 -11%
SFG
1670
SevenBridge Financial Group
Pennsylvania
$278K +$2.04K +40 +0.6%
TCOT
1671
Trust Company of Toledo
Ohio
$278K +$17.9K +350 +6%
CWM
1672
C2C Wealth Management
Arizona
$277K – – –
CA
1673
Crewe Advisors
Utah
$276K +$29.1K +570 +10%
MSFS
1674
Main Street Financial Solutions
Pennsylvania
$276K +$317K +6,210 New
CFS
1675
Capital Financial Services
New York
$275K -$63.3K -1,240 -17%
65 66
67
68 69