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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1701
N10 Assets
Connecticut
$7.89M +$8.37M +20,882 New
AWM
1702
Abound Wealth Management
Tennessee
$7.88M +$3.14M +7,827 +60%
DWA
1703
Douglass Winthrop Advisors
New York
$7.86M +$1.86M +4,650 +29%
LFA
1704
Legacy Financial Advisors
Kentucky
$7.85M +$579K +1,443 +7%
LC
1705
Legacy CG
Texas
$7.84M -$404K -1,007 -5%
IF
1706
Intrua Financial
Texas
$7.84M -$427K -1,064 -5%
CMI
1707
Clare Market Investments
Texas
$7.84M +$963K +2,402 +13%
CWM
1708
Connecticut Wealth Management
Connecticut
$7.83M -$150K -375 -2%
DC
1709
DeDora Capital
California
$7.83M -$144K -359 -2%
BOPW
1710
Brandywine Oak Private Wealth
Pennsylvania
$7.82M +$72.2K +180 +0.9%
PPWM
1711
Paragon Private Wealth Management
Kentucky
$7.82M -$362K -902 -4%
ATS
1712
Ashton Thomas Securities
New York
$7.8M +$652K +1,626 +9%
HCM
1713
Hilton Capital Management
New York
$7.8M +$8.28M +20,652 New
TI
1714
TTP Investments
California
$7.78M +$544K +1,356 +7%
SC
1715
Saiph Capital
New Jersey
$7.76M +$490K +1,223 +6%
GWP
1716
Gateway Wealth Partners
Wisconsin
$7.76M -$3.99M -9,943 -33%
BMWS
1717
Brady Martz Wealth Solutions
North Dakota
$7.75M +$33.3K +83 +0.4%
FA
1718
Fiduciary Alliance
South Carolina
$7.75M -$5.2M -12,965 -39%
S
1719
Sunpointe
Missouri
$7.73M -$1.15M -2,876 -12%
BAM
1720
Berkshire Asset Management
Pennsylvania
$7.73M -$136K -338 -2%
RSWM
1721
Robertson Stephens Wealth Management
California
$7.72M -$8.72M -21,737 -52%
LB
1722
Legacy Bridge
Iowa
$7.71M -$852K -2,124 -9%
MAWA
1723
Moss Adams Wealth Advisors
Washington
$7.71M +$249K +620 +3%
MHS
1724
M Holdings Securities
Oregon
$7.71M -$65.4K -163 -0.8%
ANTB
1725
AMG National Trust Bank
Colorado
$7.69M -$324K -807 -4%
67 68
69
70 71