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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
2101
Park Square Financial Group
Georgia
$2.11M +$1.68M +9,082 New
GS
2102
GWN Securities
Florida
$2.1M +$1.6M +8,648 New
CAM
2103
Close Asset Management
United Kingdom
$2.1M – – –
BWP
2104
Baldwin Wealth Partners
Massachusetts
$2.1M +$17.8K +96 +1%
ATS
2105
Ashton Thomas Securities
New York
$2.1M +$189K +1,023 +13%
TFCP
2106
Twin Focus Capital Partners
Massachusetts
$2.1M -$829K -4,480 -33%
WAM
2107
Weatherly Asset Management
California
$2.1M +$960K +5,190 +134%
AA
2108
AlphaMark Advisors
Kentucky
$2.1M +$30.7K +166 +2%
AWM
2109
Aprio Wealth Management
Georgia
$2.09M -$48.1K -260 -3%
WLG
2110
Williamson Legacy Group
Indiana
$2.08M -$1.44M -7,794 -47%
ACGA
2111
Atlanta Consulting Group Advisors
Georgia
$2.08M -$125K -676 -7%
MSRI
2112
Michael S. Ryan Inc
New York
$2.08M +$11.3K +61 +0.7%
WIM
2113
WealthPlan Investment Management
Nebraska
$2.07M -$1.36M -7,356 -45%
FA
2114
Fermata Advisors
California
$2.07M +$179K +968 +12%
RGF
2115
Retirement Guys Formula
Ohio
$2.07M -$5.36K -29 -0.3%
BCM
2116
BluePath Capital Management
Georgia
$2.07M +$210K +1,135 +14%
WGCA
2117
Wolf Group Capital Advisors
Virginia
$2.06M – – –
PWP
2118
Phillips Wealth Planners
Mississippi
$2.06M -$432K -2,335 -20%
HIM
2119
Hanlon Investment Management
New Jersey
$2.05M -$841K -4,547 -34%
PEA
2120
Park Edge Advisors
Ohio
$2.05M +$97.1K +525 +6%
CCWM
2121
Correct Capital Wealth Management
Missouri
$2.05M +$127K +685 +8%
NLP
2122
Next Level Private
New York
$2.04M +$3.88K +21 +0.2%
EP
2123
Edgestream Partners
New Jersey
$2.04M -$970K -5,242 -37%
KCM
2124
Kathmere Capital Management
Pennsylvania
$2.04M +$266K +1,440 +20%
IWA
2125
Invera Wealth Advisors
Oregon
$2.03M -$130K -701 -8%
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85
86 87