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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFSG
1901
Newbridge Financial Services Group
Florida
$210K -$112K -2,240 -37%
CSIA
1902
Charles Schwab Investment Advisory
California
$210K +$188K +3,750 New
CCA
1903
Column Capital Advisors
Indiana
$210K +$37.1K +740 +25%
GSC
1904
Ground Swell Capital
South Carolina
$209K -$1.41M -28,060 -88%
DIP
1905
DT Investment Partners
Pennsylvania
$209K – – –
JFG
1906
Jefferies Financial Group
New York
$209K +$188K +3,740 New
MIA
1907
MainStreet Investment Advisors
Illinois
$209K +$188K +3,740 New
AWAP
1908
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$207K +$186K +3,710 New
CPSAC
1909
Chas P. Smith & Associates (CPS)
Florida
$207K +$186K +3,710 New
GF
1910
Gries Financial
Ohio
$207K +$186K +3,710 New
RFN
1911
Redwood Financial Network
Ohio
$207K +$186K +3,700 New
UF
1912
Univest Financial
Pennsylvania
$207K +$186K +3,700 New
HWM
1913
Hemington Wealth Management
Virginia
$206K +$186K +3,700 New
FA
1914
Fermata Advisors
California
$205K +$183K +3,640 New
BFA
1915
Beacon Financial Advisory
Ohio
$204K +$184K +3,660 New
TYCC
1916
Texas Yale Capital Corp
Florida
$204K +$183K +3,650 New
PWM
1917
PRW Wealth Management
Massachusetts
$204K +$183K +3,640 New
TA
1918
Trellis Advisors
Washington
$202K +$182K +3,620 New
UBV
1919
United Bank (Virginia)
Virginia
$201K +$180K +3,590 New
MTIC
1920
Missouri Trust & Investment Company
Missouri
$200K -$6.52K -130 -4%
JSAM
1921
J. Safra Asset Management
New York
$192K +$173K +3,450 New
CAL
1922
Capital Advisors Ltd
Ohio
$189K +$74.7K +1,490 +43%
TCA
1923
Trifecta Capital Advisors
Illinois
$180K +$161K +3,220 New
SVCP
1924
Silicon Valley Capital Partners
California
$179K +$161K +3,210 New
BWM
1925
Baystate Wealth Management
Massachusetts
$179K +$11.5K +230 +8%
75 76
77
78 79