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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1701
Sage Mountain Advisors
Georgia
$338K +$3.01K +60 +1%
AT
1702
American Trust
Kentucky
$338K +$303K +6,050 New
TC
1703
TAP Consulting
Missouri
$338K – – –
TAM
1704
Townsend Asset Management
North Carolina
$338K -$32.1K -640 -10%
WE
1705
Wealth Effects
Massachusetts
$338K -$31.6K -630 -9%
PFWA
1706
Paces Ferry Wealth Advisors
Georgia
$338K -$2.51K -50 -0.8%
IGWM
1707
ICA Group Wealth Management
Colorado
$338K -$163K -3,250 -35%
DLA
1708
Douglas Lane & Associates
New York
$337K +$5.01K +100 +2%
SMWM
1709
Silvia McColl Wealth Management
California
$337K +$302K +6,020 New
WTB
1710
Washington Trust Bank
Washington
$336K +$501 +10 +0.2%
SFG
1711
SevenBridge Financial Group
Pennsylvania
$336K -$13.5K -270 -4%
CL
1712
CSS LLC
Illinois
$335K -$217K -4,330 -42%
DU
1713
Delphia (USA)
Ontario, Canada
$334K -$119K -2,380 -28%
WCA
1714
Waypoint Capital Advisors
Minnesota
$334K +$47.6K +950 +19%
BMA
1715
Brooks Moore & Associates
Tennessee
$333K -$5.01K -100 -2%
AWA
1716
Aaron Wealth Advisors
Illinois
$330K -$65.2K -1,300 -18%
TIA
1717
Tiemann Investment Advisors
California
$330K -$21.6K -430 -7%
RG
1718
Rathbones Group
United Kingdom
$330K -$10K -200 -3%
LOIP
1719
Live Oak Investment Partners
Texas
$330K – – –
CWM
1720
Centric Wealth Management
Illinois
$329K +$1K +20 +0.3%
B
1721
BetterWealth
California
$327K +$2.51K +50 +0.9%
CIG
1722
Cascade Investment Group
Colorado
$327K +$293K +5,850 New
CWM
1723
C2C Wealth Management
Arizona
$327K – – –
OPOWM
1724
One Plus One Wealth Management
Florida
$325K – – –
SPWG
1725
Sage Private Wealth Group
Illinois
$325K -$48.6K -970 -14%
67 68
69
70 71