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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
1701
Infrastructure Capital Advisors
New York
$420K +$16.2K +270 +4%
TP
1702
Tranquility Partners
Tennessee
$420K +$3.01K +50 +0.8%
BFM
1703
Boothbay Fund Management
New York
$419K -$1.76M -29,250 -82%
MCCA
1704
Mill Creek Capital Advisors
Pennsylvania
$419K -$7.22K -120 -2%
GPA
1705
Guidance Point Advisors
Massachusetts
$418K – – –
RSWM
1706
Robertson Stephens Wealth Management
California
$418K +$109K +1,810 +39%
FMWA
1707
Forvis Mazars Wealth Advisors
Missouri
$413K -$9.02K -150 -2%
LA
1708
LexAurum Advisors
Kansas
$413K -$54.1K -900 -12%
TCOT
1709
Trust Company of Toledo
Ohio
$411K +$8.42K +140 +2%
CWM
1710
Cornerstone Wealth Management
Missouri
$409K +$384K +6,380 New
PPC
1711
Park Place Capital
Alabama
$408K +$10.2K +170 +3%
SWRP
1712
Summit Wealth & Retirement Planning
California
$404K -$206K -3,420 -35%
KC
1713
Kades & Cheifetz
Pennsylvania
$404K – – –
PWM
1714
Paulson Wealth Management
Illinois
$404K +$7.82K +130 +2%
GCM
1715
Gladius Capital Management
Illinois
$403K +$91.4K +1,520 +32%
AT
1716
American Trust
Kentucky
$403K +$13.8K +230 +4%
HFW
1717
Horizon Family Wealth
Illinois
$403K -$23.5K -390 -6%
AWM
1718
Aprio Wealth Management
Georgia
$401K +$132K +2,190 +54%
BHWM
1719
Bar Harbor Wealth Management
New Hampshire
$401K -$48.1K -800 -11%
IF
1720
Insight Folios
North Carolina
$400K – – –
FMP
1721
Financial Management Professionals
Texas
$400K -$31.9K -530 -8%
TIAM2
1722
Tru Independence Asset Management 2
Oregon
$400K +$375K +6,230 New
KFP
1723
KMG Fiduciary Partners
Ohio
$398K -$10.2K -170 -3%
PFWA
1724
Paces Ferry Wealth Advisors
Georgia
$395K +$7.22K +120 +2%
VC
1725
Vicus Capital
Pennsylvania
$395K +$66.8K +1,110 +22%
67 68
69
70 71