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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1701
ICA Group Wealth Management
Colorado
$620K +$37.8K +530 +8%
RG
1702
Rathbones Group
United Kingdom
$620K +$89.1K +1,250 +21%
DFCM
1703
Dark Forest Capital Management
Puerto Rico
$620K +$274K +3,840 +116%
PCMU
1704
Paragon Capital Management (Utah)
Utah
$619K +$509K +7,140 New
KIG
1705
Kowal Investment Group
Wisconsin
$618K -$12.8K -180 -2%
SFA
1706
Source Financial Advisors
New York
$617K +$16.4K +230 +3%
WCM
1707
Wedge Capital Management
North Carolina
$615K -$8.56K -120 -2%
CFAM
1708
Center For Asset Management
Florida
$614K +$505K +7,080 New
BO
1709
Bank OZK
Arkansas
$612K +$22.8K +320 +5%
BFG
1710
Berger Financial Group
Minnesota
$610K -$5.71K -80 -1%
SBF
1711
Sara-Bay Financial
Florida
$610K +$6.42K +90 +1%
AWM
1712
Ameliora Wealth Management
Switzerland
$608K – – –
AIA
1713
Alera Investment Advisors
Illinois
$607K -$56.3K -790 -10%
SFG
1714
Sather Financial Group
Texas
$605K -$7.84K -110 -2%
SIAG
1715
Safeguard Investment Advisory Group
California
$603K +$496K +6,950 New
HFP
1716
Holistic Financial Partners
Indiana
$601K -$208K -2,910 -30%
SFS
1717
Stiles Financial Services
Minnesota
$600K +$1.43K +20 +0.3%
KMWM
1718
Keudell/Morrison Wealth Management
Oregon
$599K -$14.3K -200 -3%
TCOT
1719
Trust Company of Toledo
Ohio
$599K +$35.7K +500 +8%
CA
1720
Crewe Advisors
Utah
$598K +$22.1K +310 +5%
CAM
1721
CenterStar Asset Management
Illinois
$597K +$491K +6,880 New
DA
1722
Duality Advisers
Florida
$593K -$5.41M -75,890 -92%
WDC
1723
Woodward Diversified Capital
California
$593K -$12.8K -180 -3%
MCC
1724
Malaga Cove Capital
California
$593K – – –
WWMSC
1725
Wagner Wealth Management (South Carolina)
South Carolina
$593K +$3.57K +50 +0.7%
67 68
69
70 71