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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
B
1751
BetterWealth
California
$378K +$2.41K +40 +0.7%
CWM
1752
Centric Wealth Management
Illinois
$378K +$602 +10 +0.2%
CIG
1753
Cascade Investment Group
Colorado
$377K +$1.8K +30 +0.5%
VCM
1754
Virtue Capital Management
Tennessee
$373K +$81.2K +1,350 +29%
YIA
1755
YHB Investment Advisors
Connecticut
$373K +$3.01K +50 +0.9%
FAM
1756
Formidable Asset Management
Ohio
$372K -$87.8K -1,460 -20%
SRAM
1757
Spouting Rock Asset Management
Pennsylvania
$370K -$427K -7,100 -55%
TRIA
1758
Trail Ridge Investment Advisors
Colorado
$370K -$51.7K -860 -13%
RB
1759
Renasant Bank
Mississippi
$369K +$117K +1,950 +51%
GIM
1760
Guild Investment Management
California
$369K – – –
BBA
1761
Braun-Bostich & Associates
Pennsylvania
$368K +$27.7K +460 +9%
SOS
1762
Silver Oak Securities
Tennessee
$367K +$9.63K +160 +3%
BCP
1763
Berkeley Capital Partners
Georgia
$367K -$590K -9,810 -63%
SFG
1764
Synergy Financial Group
California
$366K – – –
JGIA
1765
Jackson Grant Investment Advisers
Connecticut
$364K +$11.4K +190 +3%
PAG
1766
Paladin Advisory Group
Iowa
$364K +$342K +5,680 New
SCM
1767
Silvant Capital Management
Georgia
$364K – – –
MSAM
1768
Moloney Securities Asset Management
Missouri
$364K +$84.8K +1,410 +33%
FAG
1769
Fortitude Advisory Group
Washington
$362K +$6.02K +100 +2%
SAG
1770
SageView Advisory Group
California
$362K +$40.9K +680 +14%
NCM
1771
Noesis Capital Mangement
Florida
$362K -$7.22K -120 -2%
SFI
1772
SPC Financial Inc
Maryland
$362K +$339K +5,640 New
WA
1773
WBH Advisory
Maryland
$361K +$339K +5,630 New
CC
1774
Callan Capital
California
$361K -$7.82K -130 -2%
GI
1775
GS Investments
Minnesota
$359K +$15K +250 +5%
69 70
71
72 73