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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
2351
Coordinated Financial Services
Colorado
$715K -$1.4K -10 -0.2%
GFG
2352
Goldstone Financial Group
Illinois
$715K +$60.3K +430 +11%
MWM
2353
Merriman Wealth Management
Washington
$710K +$132K +940 +27%
GAB
2354
German American Bancorp
Indiana
$710K +$125K +890 +25%
VAM
2355
Verity Asset Management
North Carolina
$708K +$25.2K +180 +4%
BWA
2356
Blodgett Wealth Advisors
California
$708K +$51.9K +370 +9%
AT
2357
American Trust
Kentucky
$706K -$77.1K -550 -11%
BHWM
2358
Bar Harbor Wealth Management
New Hampshire
$705K -$258K -1,840 -30%
MIA
2359
MainStreet Investment Advisors
Illinois
$704K +$6.15M +43,860 New
CCA
2360
Cadent Capital Advisors
Oklahoma
$703K +$612K +4,370 New
RIM
2361
RW Investment Management
Idaho
$702K – – –
AWM
2362
Affinity Wealth Management
Delaware
$700K -$5.61K -40 -0.9%
IIM
2363
Ipswich Investment Management
Massachusetts
$700K +$1.4K +10 +0.2%
AWA
2364
Aletheian Wealth Advisors
Washington
$700K +$81.3K +580 +15%
SAM
2365
Secure Asset Management
Michigan
$700K +$28K +200 +5%
EWM
2366
Executive Wealth Management
Michigan
$698K -$18.2K -130 -3%
MSWM
2367
McGlone Suttner Wealth Management
Wisconsin
$696K -$72.9K -520 -8%
JLBC
2368
J.L. Bainbridge & Co
Florida
$694K – – –
VAM
2369
Vienna Asset Management
California
$691K -$939K -6,700 -61%
BSB
2370
Bangor Savings Bank
Maine
$690K +$8.41K +60 +1%
OPOWM
2371
One Plus One Wealth Management
Florida
$687K +$93.9K +670 +19%
CA
2372
Cornerstone Advisory
Maryland
$684K -$404K -2,880 -40%
HP
2373
Holistic Planning
Texas
$684K – – –
AA
2374
Auxano Advisors
Washington
$684K +$26.6K +190 +5%
NWM
2375
Northcape Wealth Management
New York
$683K -$165K -1,180 -22%
93 94
95
96 97