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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
JFG
1951
Jefferies Financial Group
New York
$1.66M -$3.91M -24,414 -72%
BFG
1952
Beacon Financial Group
Texas
$1.66M +$65.6K +409 +4%
AA
1953
Apriem Advisors
California
$1.66M +$147K +918 +11%
ACM
1954
Accent Capital Management
Ohio
$1.65M +$1.54M +9,593 New
LWMM
1955
Legacy Wealth Management (Mississippi)
Mississippi
$1.65M +$166K +1,033 +12%
ACMA
1956
Arbor Capital Management (Alaska)
Alaska
$1.65M +$118K +738 +8%
SCP
1957
Sivia Capital Partners
California
$1.64M +$86.9K +542 +6%
OWA
1958
Octavia Wealth Advisors
Ohio
$1.64M -$1.6K -10 -0.1%
WMP
1959
Wealth Management Partners
Arizona
$1.64M -$102K -637 -6%
AWS
1960
Aspen Wealth Strategies
Colorado
$1.64M -$14.5M -90,612 -91%
PAM
1961
Peak Asset Management
Colorado
$1.64M -$49.7K -310 -3%
MAG
1962
MRA Advisory Group
New Jersey
$1.63M +$77.8K +485 +5%
ABC
1963
Associated Banc-Corp
Wisconsin
$1.63M +$570K +3,555 +60%
FWA
1964
FSM Wealth Advisors
Ohio
$1.63M -$30.5K -190 -2%
HZ
1965
Hixon Zuercher
Ohio
$1.63M -$45K -281 -3%
MC
1966
Machina Capital
France
$1.62M -$585K -3,647 -28%
AIA
1967
Alternative Investment Advisors
Florida
$1.62M -$1.65M -10,293 -52%
FA
1968
Fountainhead AM
New Jersey
$1.62M -$232K -1,447 -13%
NSEDCP
1969
NJ State Employees Deferred Compensation Plan
New Jersey
$1.61M – – –
AI
1970
AXS Investments
New York
$1.61M -$2.26M -14,125 -60%
MCC
1971
Malaga Cove Capital
California
$1.6M +$423K +2,640 +40%
AWM
1972
Aprio Wealth Management
Georgia
$1.6M -$171K -1,066 -10%
KSB
1973
Kennebec Savings Bank
Maine
$1.6M +$1.49M +9,272 New
CLA
1974
Carnegie Lake Advisors
New Jersey
$1.6M +$1.48M +9,260 New
SRSA
1975
S.R. Schill & Associates
Washington
$1.59M -$7.38M -46,026 -83%
77 78
79
80 81