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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1801
Tompkins Financial
New York
$330K – – –
UF
1802
Univest Financial
Pennsylvania
$330K +$86.6K +1,440 +39%
WFA
1803
WMG Financial Advisors
Tennessee
$329K +$27.1K +450 +10%
MAG
1804
MRA Advisory Group
New Jersey
$329K -$20.5K -340 -6%
CFD
1805
Creative Financial Designs
Indiana
$327K +$25.9K +430 +9%
WP
1806
WealthPLAN Partners
Nebraska
$327K +$16.8K +280 +6%
VAM
1807
Verity Asset Management
North Carolina
$327K +$9.02K +150 +3%
PAM
1808
Peak Asset Management
Colorado
$325K +$304K +5,060 New
CIA
1809
Choate Investment Advisors
Massachusetts
$325K – – –
MPI
1810
Mairs & Power Inc
Minnesota
$324K +$304K +5,050 New
VWM
1811
Venturi Wealth Management
Texas
$323K -$602 -10 -0.2%
AI
1812
Atom Investors
Texas
$322K -$147K -2,450 -33%
PPP
1813
Private Portfolio Partners
New Jersey
$322K -$8.42K -140 -3%
HCM
1814
Howland Capital Management
Massachusetts
$321K +$74K +1,230 +33%
LL
1815
LPWM LLC
Minnesota
$321K – – –
PNAA
1816
Pictet North America Advisors
Switzerland
$321K – – –
SRC
1817
Shufro Rose & Co
New York
$321K – – –
AFP
1818
Ausdal Financial Partners
Iowa
$319K -$21.7K -360 -7%
KOC
1819
Koss-Olinger Consulting
Florida
$319K +$1.8K +30 +0.6%
MIS
1820
Morningstar Investment Services
Illinois
$318K +$303K +5,030 New
KI
1821
Kula Investments
Illinois
$318K +$298K +4,950 New
SIA
1822
SkyView Investment Advisors
New Jersey
$316K +$297K +4,930 New
FC
1823
Fulcrum Capital
Washington
$316K +$296K +4,920 New
FAM
1824
Family Asset Management
South Carolina
$315K +$2.41K +40 +0.8%
TCM
1825
Telos Capital Management
California
$314K +$13.2K +220 +5%
71 72
73
74 75