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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
XF
2101
XML Financial
Maryland
$4.84M -$676K -1,685 -12%
PGF
2102
Plan Group Financial
Oklahoma
$4.83M +$184K +458 +4%
RFW
2103
Rainier Family Wealth
Washington
$4.83M -$101K -251 -2%
AWG
2104
Altus Wealth Group
Colorado
$4.82M -$6.01K -15 -0.1%
NF
2105
Nikulski Financial
Iowa
$4.81M -$269K -671 -5%
CWA
2106
Consilium Wealth Advisory
Texas
$4.8M -$619K -1,543 -11%
BONH
2107
Bank of New Hampshire
New Hampshire
$4.8M -$204K -509 -4%
BV
2108
Boxwood Ventures
Illinois
$4.8M – – –
CNC
2109
Citizens & Northern Corp
Pennsylvania
$4.79M +$2.33M +5,804 +84%
PWA
2110
Prairie Wealth Advisors
Nebraska
$4.79M – – –
HT
2111
Heritage Trust
Oklahoma
$4.78M +$1.15M +2,880 +29%
SH
2112
SLT Holdings
Arizona
$4.78M +$196K +489 +4%
NC
2113
NewSquare Capital
Pennsylvania
$4.78M +$670K +1,670 +15%
BW
2114
BIP Wealth
Georgia
$4.78M +$1.19M +2,966 +31%
LCM
2115
LCM Capital Management
Illinois
$4.77M +$66.2K +165 +1%
NAS
2116
NWF Advisory Services
California
$4.76M +$23.7K +59 +0.5%
DRS
2117
Deane Retirement Strategies
Louisiana
$4.76M +$5.05M +12,590 New
AGWCA
2118
Annis Gardner Whiting Capital Advisors
Florida
$4.75M +$683K +1,704 +16%
AFM
2119
Aspetuck Financial Management
Connecticut
$4.75M -$14K -35 -0.3%
AIM
2120
Avanda Investment Management
Singapore
$4.75M +$1.37M +3,410 +37%
CRB
2121
Chad R. Baker
$4.75M +$1.55M +3,870 +44%
PP
2122
Patron Partners
Texas
$4.72M +$22.9K +57 +0.5%
TCMP
2123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.7M -$645K -1,608 -11%
PW
2124
PUREfi Wealth
Massachusetts
$4.7M +$39.7K +99 +0.8%
MI
2125
Markowski Investments
Florida
$4.69M +$4.98M +12,425 New
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