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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWG
1701
Altus Wealth Group
Colorado
$2.25M -$196K -1,400 -9%
KPF
1702
K2 Principal Fund
Ontario, Canada
$2.25M -$70.1K -500 -3%
EHWM
1703
Eads & Heald Wealth Management
Georgia
$2.24M +$49K +350 +3%
RMDI
1704
R.M. Davis Inc
Maine
$2.24M -$15.4K -110 -0.8%
GJWM
1705
Gilliland Jeter Wealth Management
Arkansas
$2.23M -$2.8K -20 -0.1%
RIA
1706
Regal Investment Advisors
Michigan
$2.22M -$53.3K -380 -3%
AIA
1707
Alera Investment Advisors
Illinois
$2.22M +$966K +6,890 +99%
MWA
1708
Meridian Wealth Advisors
Texas
$2.22M +$11.2K +80 +0.6%
SA
1709
SRN Advisors
Pennsylvania
$2.22M – – –
CCA
1710
Childress Capital Advisors
Texas
$2.21M +$61.7K +440 +3%
SW
1711
SlateStone Wealth
Florida
$2.21M +$112K +800 +6%
SCM
1712
Seascape Capital Management
New Hampshire
$2.21M -$14K -100 -0.7%
GWM
1713
Greenwich Wealth Management
Connecticut
$2.2M -$19.6K -140 -1%
FFO
1714
Fiduciary Family Office
Florida
$2.2M -$186K -1,330 -9%
NL
1715
Navalign LLC
California
$2.19M -$23.8K -170 -1%
PCA
1716
Prosperity Capital Advisors
Ohio
$2.18M +$1.23M +8,780 +183%
SEC
1717
Seven Eight Capital
New York
$2.18M +$1.9M +13,560 New
GSC
1718
G&S Capital
Colorado
$2.18M +$16.6M +118,650 +1,421%
TFCP
1719
Twin Focus Capital Partners
Massachusetts
$2.17M – – –
UH
1720
Unigestion Holding
Switzerland
$2.17M -$78.5K -560 -3%
WCAMG
1721
Woodard & Company Asset Management Group
North Carolina
$2.17M +$25.2K +180 +1%
FMTC
1722
Farmers & Merchants Trust Company
California
$2.17M +$44.8K +320 +2%
WP
1723
WealthPLAN Partners
Nebraska
$2.17M +$209K +1,490 +12%
TFA
1724
Teamwork Financial Advisors
Texas
$2.17M -$912K -6,510 -33%
HA
1725
HHLR Advisors
Cayman Islands
$2.17M -$1.05M -7,500 -36%
67 68
69
70 71