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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2126
Kathmere Capital Management
Pennsylvania
$801K +$144K +1,160 +24%
AWA
2127
Amplius Wealth Advisors
Pennsylvania
$798K +$227K +1,830 +44%
CA
2128
Callahan Advisors
Texas
$798K +$71.9K +580 +11%
B
2129
BetterWealth
California
$797K – – –
SGI
2130
Summit Global Investments
Utah
$797K +$410K +3,310 +123%
WFA
2131
WMG Financial Advisors
Tennessee
$795K +$42.1K +340 +6%
SSG
2132
Summit Securities Group
New York
$795K -$15M -121,380 -95%
CFS
2133
Commonwealth Financial Services
West Virginia
$794K – – –
EM
2134
Excalibur Management
Massachusetts
$790K +$3.72K +30 +0.5%
GGA
2135
Granite Group Advisors
Connecticut
$787K -$7.43K -60 -1%
GCIA
2136
Gabelli & Co Investment Advisers
New York
$787K – – –
SFG
2137
SevenBridge Financial Group
Pennsylvania
$786K +$6.2K +50 +0.8%
TCG
2138
Transcendent Capital Group
Oklahoma
$783K – – –
AWM
2139
AllSquare Wealth Management
New York
$782K +$58.2K +470 +9%
GCM
2140
Gladius Capital Management
Illinois
$782K +$731K +5,900 New
PFWA
2141
Paces Ferry Wealth Advisors
Georgia
$781K -$9.91K -80 -1%
CWM
2142
Centric Wealth Management
Illinois
$779K +$24.8K +200 +3%
MWA
2143
MN Wealth Advisors
Kansas
$779K -$1.24K -10 -0.2%
HPM
2144
Hoxton Planning & Management
West Virginia
$778K +$48.3K +390 +7%
HS
2145
Horan Securities
United States
$777K +$2.48K +20 +0.3%
HGERS
2146
Householder Group Estate & Retirement Specialist
Arizona
$777K -$84.3K -680 -10%
PL
2147
Plancorp LLC
Missouri
$774K +$170K +1,370 +31%
1IA
2148
1620 Investment Advisors
Massachusetts
$774K +$724K +5,840 New
SMA
2149
Seven Mile Advisory
New Jersey
$773K +$21.1K +170 +3%
IFPG
2150
Intrepid Financial Planning Group
Indiana
$771K +$6.2K +50 +0.9%
84 85
86
87 88