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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1676
Prosperity Financial Group
California
$646K +$52.1K +730 +11%
CMI
1677
Clare Market Investments
Texas
$646K +$531K +7,450 New
FG
1678
Fiduciary Group
Georgia
$645K -$15.7K -220 -3%
AA
1679
Apriem Advisors
California
$642K – – –
QC
1680
Quent Capital
New York
$641K +$26.4K +370 +5%
AAP
1681
Arax Advisory Partners
Colorado
$641K -$56.3K -790 -10%
FTA
1682
Financial & Tax Architects
Missouri
$640K -$81.3K -1,140 -13%
CWM
1683
Castle Wealth Management
Florida
$640K +$8.56K +120 +2%
BWP
1684
Baldwin Wealth Partners
Massachusetts
$640K -$11.4K -160 -2%
GFP
1685
Gryphon Financial Partners
Ohio
$639K -$111K -1,550 -17%
GC
1686
Gilbert & Cook
Iowa
$638K +$30K +420 +6%
SFG
1687
Synergy Financial Group
California
$638K +$118K +1,650 +29%
GKWIM
1688
Gerber Kawasaki Wealth & Investment Management
California
$637K -$78.4K -1,100 -13%
DCM
1689
Driehaus Capital Management
Illinois
$637K +$523K +7,340 New
FMWA
1690
Forvis Mazars Wealth Advisors
Missouri
$634K +$62.8K +880 +14%
GAM
1691
Gould Asset Management
California
$634K – – –
PIM
1692
Provident Investment Management
Michigan
$634K – – –
WFI
1693
West Family Investments
California
$632K – – –
ACA
1694
Atlas Capital Advisors
Wyoming
$631K -$15.7K -220 -3%
CT
1695
Coastline Trust
Rhode Island
$631K +$30K +420 +6%
NSEDCP
1696
NJ State Employees Deferred Compensation Plan
New Jersey
$631K – – –
DFA
1697
Delta Financial Advisors
Louisiana
$630K +$18.5K +260 +4%
AGP
1698
Autumn Glory Partners
Texas
$628K +$516K +7,240 New
MFG
1699
Menard Financial Group
Texas
$627K +$22.1K +310 +4%
SAG
1700
SageView Advisory Group
California
$621K +$108K +1,520 +27%
66 67
68
69 70