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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1701
Colonial Trust
South Carolina
$258K +$297K +5,820 New
MFS
1702
Mirabella Financial Services
United Kingdom
$256K +$291K +5,690 New
GIM
1703
Guild Investment Management
California
$255K +$37.8K +740 +15%
AF
1704
Apexium Financial
Texas
$254K +$292K +5,720 New
CCP
1705
Carmel Capital Partners
California
$253K – – –
CFO
1706
Collective Family Office
Pennsylvania
$253K – – –
SCM
1707
Silvant Capital Management
Georgia
$252K – – –
EWM
1708
Empirical Wealth Management
Washington
$252K +$290K +5,670 New
WWA
1709
WCG Wealth Advisors
Nevada
$251K -$117K -2,290 -37%
NWM
1710
Northcape Wealth Management
New York
$251K +$27.1K +530 +10%
FAN
1711
Financial Advisors Network
California
$251K +$289K +5,660 New
WTA
1712
Washington Trust Advisors
Massachusetts
$250K -$8.17K -160 -3%
BMWM
1713
Brown Miller Wealth Management
Virginia
$250K +$2.04K +40 +0.7%
AWM
1714
Atticus Wealth Management
Florida
$247K – – –
CT
1715
Coastline Trust
Rhode Island
$247K +$284K +5,560 New
SPP
1716
Single Point Partners
Massachusetts
$246K -$12.8K -250 -4%
EM
1717
Excalibur Management
Massachusetts
$246K +$57.2K +1,120 +25%
TC
1718
Titleist Capital
Texas
$245K -$33.7K -660 -11%
CCG
1719
Cypress Capital Group
Florida
$245K +$48K +940 +21%
FMP
1720
Financial Management Professionals
Texas
$244K -$32.7K -640 -10%
JGIA
1721
Jackson Grant Investment Advisers
Connecticut
$244K – – –
HCM
1722
Highlander Capital Management
New Jersey
$244K +$128K +2,500 +83%
CC
1723
Callan Capital
California
$244K +$280K +5,490 New
SWA
1724
Sutton Wealth Advisors
Florida
$242K +$44.4K +870 +19%
IAMOG
1725
Investors Asset Management of Georgia
Georgia
$242K +$55.2K +1,080 +25%
67 68
69
70 71