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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1926
Ariadne Wealth Management
California
$2.11M +$58.6K +277 +3%
AWM
1927
Abound Wealth Management
Tennessee
$2.11M +$43.4K +205 +2%
AFM
1928
Aspetuck Financial Management
Connecticut
$2.11M -$10.6K -50 -0.4%
JCM
1929
Jacobi Capital Management
Pennsylvania
$2.11M +$144K +681 +6%
CWA
1930
Crux Wealth Advisors
California
$2.1M -$804K -3,798 -23%
CTC
1931
Cetera Trust Company
Minnesota
$2.1M -$15.9K -75 -0.6%
PCA
1932
Peddock Capital Advisors
Massachusetts
$2.1M -$16.5K -78 -0.6%
HWA
1933
HCR Wealth Advisors
California
$2.1M +$41.5K +196 +2%
LCM
1934
LCM Capital Management
Illinois
$2.09M +$92.9K +439 +4%
GA
1935
GoalVest Advisory
New York
$2.09M +$30.7K +145 +1%
VIP
1936
Vista Investment Partners
Oklahoma
$2.09M +$2.64M +12,490 New
FIM
1937
Freedom Investment Management
Connecticut
$2.09M +$594K +2,807 +29%
IWM
1938
Iams Wealth Management
Nebraska
$2.09M +$659K +3,112 +33%
EWM
1939
EPG Wealth Management
Georgia
$2.09M -$724K -3,421 -22%
CWA
1940
Consilium Wealth Advisory
Texas
$2.08M -$1.02M -4,800 -28%
TPW
1941
Transatlantique Private Wealth
New York
$2.08M -$59.9K -283 -2%
OL
1942
OneFund LLC
Florida
$2.07M -$32.8K -155 -1%
GS
1943
GWN Securities
Florida
$2.07M +$556K +2,627 +30%
HFO
1944
Heritage Family Offices
Arizona
$2.07M -$482K -2,279 -16%
FNBOH
1945
First National Bank of Hutchinson
Kansas
$2.07M -$20.3K -96 -0.8%
BCM
1946
BluePointe Capital Management
California
$2.07M +$1.36M +6,448 +109%
OC
1947
Oakworth Capital
Alabama
$2.07M -$211K -995 -7%
HP
1948
Hilltop Partners
Indiana
$2.06M -$41.7K -197 -2%
GJWM
1949
Gilliland Jeter Wealth Management
Arkansas
$2.06M -$319K -1,508 -11%
CCS
1950
Concentric Capital Strategies
Connecticut
$2.06M -$8.94M -42,256 -77%
76 77
78
79 80