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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2376
Security Financial Services
Indiana
$682K +$28K +200 +5%
HA
2377
Hofer & Associates
California
$681K – – –
CFD
2378
Creative Financial Designs
Indiana
$681K +$28K +200 +5%
BGAI
2379
Bruce G. Allen Investments
Colorado
$676K -$58.9K -420 -9%
BBNA
2380
Bremer Bank National Association
Minnesota
$676K -$7.01K -50 -1%
PFG
2381
PAX Financial Group
Texas
$676K +$268K +1,910 +83%
NAMP
2382
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$674K +$21K +150 +4%
OBGC
2383
O'Brien Greene & Co
Pennsylvania
$673K +$26.6K +190 +5%
RW
2384
Rockport Wealth
Ohio
$670K – – –
CPSAC
2385
Chas P. Smith & Associates (CPS)
Florida
$667K -$105K -750 -15%
GCIM
2386
Gunn & Company Investment Management
Florida
$667K +$272K +1,940 +88%
PSCM
2387
Per Stirling Capital Management
Texas
$667K -$233K -1,660 -29%
AGA
2388
Arkos Global Advisors
Texas
$666K +$12.6K +90 +2%
PMFA
2389
Plante Moran Financial Advisors
Michigan
$665K -$378K -2,700 -39%
RT
2390
Rockland Trust
Massachusetts
$665K -$14K -100 -2%
SMG
2391
Smart Money Group
Texas
$661K +$5.19M +37,020 +903%
GCP
2392
Gill Capital Partners
Colorado
$660K -$4.2K -30 -0.7%
BFWA
2393
Benchmark Financial Wealth Advisors
Florida
$657K +$7.01K +50 +1%
BAM
2394
Bosun Asset Management
Illinois
$655K -$334K -2,380 -37%
OWM
2395
OneAscent Wealth Management
Alabama
$654K -$19.6K -140 -3%
LCGC
2396
Legacy Capital Group California
California
$653K -$136K -970 -19%
WN
2397
Williams & Novak
California
$652K +$178K +1,270 +46%
CWS
2398
Cypress Wealth Services
California
$652K +$42K +300 +8%
RFMS
2399
RWQ Financial Management Services
Florida
$652K +$569K +4,060 New
TCM
2400
Triumph Capital Management
Colorado
$652K +$569K +4,060 New
94 95
96
97 98