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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1801
Insight Wealth Strategies
California
$6.79M -$630K -1,570 -8%
BKA
1802
Brick & Kyle Associates
Pennsylvania
$6.79M – – –
CP
1803
Cornerstone Planning
North Carolina
$6.79M +$59.3K +148 +0.8%
CAG
1804
Csenge Advisory Group
Florida
$6.78M -$1.13M -2,815 -14%
CRWM
1805
Castle Rock Wealth Management
California
$6.76M +$251K +625 +4%
MFS
1806
Mattson Financial Services
Michigan
$6.74M +$460K +1,147 +7%
FI
1807
Finivi Inc
Massachusetts
$6.74M -$1.04M -2,585 -13%
CAIM
1808
Catherine Avery Investment Management
Florida
$6.74M -$1.02M -2,548 -13%
AT
1809
American Trust
Kentucky
$6.72M +$3.58M +8,936 +101%
SIP
1810
Stoneridge Investment Partners
Pennsylvania
$6.72M +$229K +572 +3%
AIM
1811
Aurora Investment Managers
Florida
$6.71M -$792K -1,975 -10%
ISB
1812
Iowa State Bank
Iowa
$6.7M +$5.61K +14 +0.1%
OC
1813
Oakworth Capital
Alabama
$6.69M -$494K -1,233 -6%
WMA
1814
West Michigan Advisors
Michigan
$6.69M -$438K -1,092 -6%
DS
1815
DRW Securities
Illinois
$6.69M -$371K -925 -5%
CSPIA
1816
Cary Street Partners Investment Advisory
Virginia
$6.68M +$1.47M +3,669 +26%
SCM
1817
Schnieders Capital Management
California
$6.67M +$762K +1,901 +12%
AG
1818
Advocate Group
Minnesota
$6.67M -$669K -1,668 -9%
JSAM
1819
J. Safra Asset Management
New York
$6.66M -$2.41M -6,012 -25%
HIM
1820
Harbour Investment Management
Washington
$6.66M -$92.2K -230 -1%
SFG
1821
SevenBridge Financial Group
Pennsylvania
$6.64M +$50.9K +127 +0.8%
ACM
1822
Ayrshire Capital Management
Connecticut
$6.63M +$23.3K +58 +0.3%
SFCL
1823
Strengthening Families & Communities LLC
Massachusetts
$6.62M -$812K -2,024 -10%
CCA
1824
Childress Capital Advisors
Texas
$6.61M -$244K -609 -3%
FPW
1825
Fairvoy Private Wealth
Alabama
$6.6M +$152K +378 +2%
71 72
73
74 75