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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2126
Affinity Wealth Management
Delaware
$541K +$14.2K +150 +3%
CCWM
2127
Correct Capital Wealth Management
Missouri
$539K +$457K +4,830 New
CFD
2128
Creative Financial Designs
Indiana
$539K -$570K -6,020 -55%
WTB
2129
Washington Trust Bank
Washington
$538K +$50.2K +530 +12%
VCM
2130
Vivaldi Capital Management
Illinois
$537K +$406K +4,290 New
AWM
2131
Angeles Wealth Management
California
$537K +$82.4K +870 +22%
KAS
2132
KPP Advisory Services
Kentucky
$535K +$8.52K +90 +2%
BGAI
2133
Bruce G. Allen Investments
Colorado
$535K +$454K +4,790 New
KNW
2134
Kesler Norman & Wride
Utah
$534K +$223K +2,360 +98%
OFS
2135
OneAscent Financial Services
Alabama
$532K +$166K +1,750 +58%
HCM
2136
Howland Capital Management
Massachusetts
$531K – – –
PPP
2137
Private Portfolio Partners
New Jersey
$531K +$12.3K +130 +3%
LAS
2138
Lloyd Advisory Services
Georgia
$529K -$563K -5,950 -56%
WSWA
2139
Warren Street Wealth Advisors
California
$527K +$27.5K +290 +7%
UOTTAIMCU
2140
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$527K +$447K +4,720 New
DVF
2141
Discovery Value Fund
Singapore
$525K +$445K +4,700 New
T
2142
TNF
Montana
$524K +$97.5K +1,030 +31%
PCM
2143
Prelude Capital Management
New York
$522K +$443K +4,680 New
OIM
2144
Oder Investment Management
California
$522K – – –
KA
2145
Klingman & Associates
New York
$521K -$323K -3,410 -42%
FSA
2146
Financial Sense Advisors
California
$521K – – –
IWP
2147
Insight Wealth Partners
Texas
$521K +$196K +2,070 +80%
CFG
2148
Carr Financial Group
Massachusetts
$520K +$441K +4,660 New
YCM
2149
Yakira Capital Management
Connecticut
$520K +$441K +4,660 New
UCB
2150
United Community Bank
South Carolina
$519K – – –
84 85
86
87 88