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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
2276
Keudell/Morrison Wealth Management
Oregon
$830K -$49K -350 -6%
RRCM
2277
Rappaport Reiches Capital Management
Illinois
$830K +$306K +2,180 +73%
SPA
2278
Sherbrooke Park Advisers
New York
$827K +$722K +5,150 New
SWM
2279
Shelton Wealth Management
Texas
$824K -$311K -2,220 -30%
ICA
2280
Infrastructure Capital Advisors
New York
$824K -$332K -2,370 -32%
MAG
2281
M3 Advisory Group
Massachusetts
$823K +$167K +1,190 +30%
TCMP
2282
Thrive Capital Management (Pennsylvania)
Pennsylvania
$821K +$289K +2,060 +68%
CWG
2283
Crown Wealth Group
North Carolina
$820K +$203K +1,450 +40%
DIM
2284
Delta Investment Management
California
$818K +$92.5K +660 +15%
V
2285
VeraBank
Texas
$817K – – –
SFG
2286
Sovereign Financial Group
Connecticut
$816K +$23.8K +170 +3%
PFA
2287
Pure Financial Advisors
California
$814K +$51.9K +370 +8%
DWM
2288
Dogwood Wealth Management
Kansas
$813K +$111K +790 +19%
GHAM
2289
Gilman Hill Asset Management
Connecticut
$812K -$512K -3,650 -42%
FWA
2290
FOCUS Wealth Advisors
Texas
$812K +$19.6K +140 +3%
KL
2291
KilterHowling LLC
Colorado
$808K +$65.9K +470 +10%
TPWA
2292
TRUE Private Wealth Advisors
Oregon
$808K -$19.6K -140 -3%
PIMG
2293
Patriot Investment Management Group
Tennessee
$805K +$2.8K +20 +0.4%
WA
2294
Wealthstream Advisors
New York
$805K -$179K -1,280 -20%
MFS
2295
Mirabella Financial Services
United Kingdom
$804K -$2.89M -20,650 -80%
SIGI
2296
Susquehanna International Group (Ireland)
Ireland
$803K +$701K +5,000 New
CFG
2297
Carr Financial Group
Massachusetts
$802K +$78.5K +560 +13%
SWP
2298
Summit Wealth Partners
Florida
$801K +$350K +2,500 +100%
RWI
2299
Red Wave Investments
Pennsylvania
$800K – – –
LWM
2300
Laidlaw Wealth Management
New York
$798K -$178K -1,270 -20%
90 91
92
93 94