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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1651
Quent Capital
New York
$371K -$14.5K -290 -4%
CD
1652
Chapin Davis
Maryland
$370K +$332K +6,620 New
TRIA
1653
Trail Ridge Investment Advisors
Colorado
$370K +$5.01K +100 +2%
BO
1654
Bank OZK
Arkansas
$370K -$9.03K -180 -3%
CWP
1655
Core Wealth Partners
California
$368K +$1.41M +28,040 New
FMWA
1656
Forvis Mazars Wealth Advisors
Missouri
$368K -$12.5K -250 -4%
FL
1657
Fort LP
Maryland
$367K -$157K -3,140 -32%
KCM
1658
KRS Capital Management
Michigan
$367K -$2.01K -40 -0.6%
SFA
1659
Source Financial Advisors
New York
$366K +$21.6K +430 +7%
MYIA
1660
Mount Yale Investment Advisors
Colorado
$366K -$145K -2,890 -31%
MWM
1661
Modera Wealth Management
New Jersey
$366K -$7.52K -150 -2%
UCB
1662
United Community Bank
South Carolina
$366K – – –
WWMSC
1663
Wagner Wealth Management (South Carolina)
South Carolina
$366K +$164K +3,270 +100%
FWM
1664
Fairhaven Wealth Management
Illinois
$365K -$63.7K -1,270 -16%
SIG
1665
Sargent Investment Group
Maryland
$365K -$22.1K -440 -6%
CC
1666
Corton Capital
Ontario, Canada
$364K -$85.2K -1,700 -21%
GPA
1667
Guidance Point Advisors
Massachusetts
$364K +$4.51K +90 +1%
WKSWA
1668
White Knight Strategic Wealth Advisors
New Jersey
$363K +$3.51K +70 +1%
TP
1669
Tranquility Partners
Tennessee
$363K +$2.01K +40 +0.6%
FAN
1670
Financial Advisors Network
California
$363K +$41.6K +830 +15%
GFS
1671
GYL Financial Synergies
Connecticut
$360K +$323K +6,440 New
TCM
1672
True Capital Management
California
$359K +$321K +6,410 New
OBWG
1673
Onyx Bridge Wealth Group
New York
$357K +$305K +6,080 New
KFP
1674
KMG Fiduciary Partners
Ohio
$357K +$23.6K +470 +8%
PP
1675
PDS Planning
Ohio
$356K -$60.2K -1,200 -16%
65 66
67
68 69