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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPWM
1726
Badgley Phelps Wealth Managers
Washington
$324K -$35.1K -700 -11%
CWA
1727
Canvas Wealth Advisors
Kansas
$323K +$40.1K +800 +17%
NCM
1728
Noesis Capital Mangement
Florida
$323K -$11K -220 -4%
CC
1729
Callan Capital
California
$322K +$13.5K +270 +5%
YIA
1730
YHB Investment Advisors
Connecticut
$322K +$26.6K +530 +10%
GCIA
1731
Gabelli & Co Investment Advisers
New York
$322K -$46.1K -920 -14%
GIM
1732
Guild Investment Management
California
$321K – – –
AF
1733
Apexium Financial
Texas
$320K – – –
SFG
1734
Synergy Financial Group
California
$319K -$66.2K -1,320 -19%
PAM
1735
Premier Asset Management
Illinois
$319K -$137K -2,730 -32%
WAAG
1736
Wealth Alliance Advisory Group
Kansas
$319K -$10K -200 -3%
SCM
1737
Silvant Capital Management
Georgia
$317K – – –
BMWM
1738
Brown Miller Wealth Management
Virginia
$316K – – –
IIC
1739
Integrated Investment Consultants
Michigan
$316K +$43.1K +860 +18%
VC
1740
Veracity Capital
Georgia
$315K +$13K +260 +5%
CFO
1741
Collective Family Office
Pennsylvania
$314K -$3.51K -70 -1%
BWA
1742
Boulder Wealth Advisors
Colorado
$314K +$281K +5,610 New
GCM
1743
Graham Capital Management
Connecticut
$313K +$281K +5,600 New
EM
1744
Excalibur Management
Massachusetts
$313K +$2.51K +50 +0.9%
IAA
1745
Independent Advisor Alliance
North Carolina
$311K +$199K +3,970 +4%
SOS
1746
Silver Oak Securities
Tennessee
$311K +$5.51K +110 +2%
MSR
1747
Main Street Research
Connecticut
$311K -$37.6K -750 -12%
FAG
1748
Fortitude Advisory Group
Washington
$310K +$5.01K +100 +2%
FPAS
1749
Focus Partners Advisor Solutions
Missouri
$310K -$430K -8,580 -61%
SPP
1750
Single Point Partners
Massachusetts
$309K -$501 -10 -0.2%
68 69
70
71 72