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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IBOK
1676
Independence Bank of Kentucky
Kentucky
$8.02M +$221K +552 +3%
APFP
1677
Action Point Financial Planning
Michigan
$8.01M +$8.51M +21,217 New
SAM
1678
Sompo Asset Management
Japan
$8M +$345K +860 +4%
VWM
1679
VCI Wealth Management
Missouri
$7.98M +$569K +1,419 +7%
CWM
1680
Circle Wealth Management
New Jersey
$7.98M +$175K +437 +2%
RA
1681
Riverstone Advisors
Texas
$7.98M +$250K +623 +3%
PT
1682
Plimoth Trust
Massachusetts
$7.95M +$363K +905 +4%
RWM
1683
RBA Wealth Management
California
$7.94M -$3.8M -9,472 -31%
HAS
1684
HBW Advisory Services
California
$7.94M +$345K +860 +4%
CCAM
1685
Codex Capital Asset Management
Texas
$7.93M – – –
RCG
1686
Regatta Capital Group
California
$7.93M +$450K +1,122 +6%
TVPW
1687
Third View Private Wealth
Connecticut
$7.93M -$2.44M -6,075 -22%
AAP
1688
Ardsley Advisory Partners
Connecticut
$7.93M -$27.5M -68,500 -77%
PWA
1689
Providence Wealth Advisors
Illinois
$7.91M -$60.9K -152 -0.7%
FFN
1690
Focus Financial Network
Minnesota
$7.9M +$15.2K +38 +0.2%
NA
1691
N10 Assets
Connecticut
$7.89M +$8.37M +20,882 New
AWM
1692
Abound Wealth Management
Tennessee
$7.88M +$3.14M +7,827 +60%
DWA
1693
Douglass Winthrop Advisors
New York
$7.86M +$1.86M +4,650 +29%
LFA
1694
Legacy Financial Advisors
Kentucky
$7.85M +$579K +1,443 +7%
LC
1695
Legacy CG
Texas
$7.84M -$404K -1,007 -5%
IF
1696
Intrua Financial
Texas
$7.84M -$427K -1,064 -5%
CMI
1697
Clare Market Investments
Texas
$7.84M +$963K +2,402 +13%
CWM
1698
Connecticut Wealth Management
Connecticut
$7.83M -$150K -375 -2%
DC
1699
DeDora Capital
California
$7.83M -$144K -359 -2%
BOPW
1700
Brandywine Oak Private Wealth
Pennsylvania
$7.82M +$72.2K +180 +0.9%
66 67
68
69 70