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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFMS
2401
RWQ Financial Management Services
Florida
$652K +$569K +4,060 New
TCM
2402
Triumph Capital Management
Colorado
$652K +$569K +4,060 New
CWA
2403
Consilio Wealth Advisors
Washington
$652K +$9.81K +70 +2%
DLA
2404
Douglas Lane & Associates
New York
$649K -$82.7K -590 -13%
WQ
2405
Wealth Quarterback
New Jersey
$649K +$353K +2,520 +166%
B
2406
Barings
North Carolina
$647K -$50.5K -360 -8%
IPW
2407
Intergy Private Wealth
Colorado
$647K +$1.4K +10 +0.2%
GWA
2408
GGM Wealth Advisors
Maryland
$647K -$36.4K -260 -6%
SWA
2409
Sax Wealth Advisors
New Jersey
$646K +$188K +1,340 +50%
SAG
2410
Spotlight Asset Group
Illinois
$645K +$23.8K +170 +4%
AMCA
2411
Arthur M. Cohen & Associates
Illinois
$645K +$42K +300 +8%
CPW
2412
Catalyst Private Wealth
California
$644K -$54.7K -390 -9%
TCM
2413
Telos Capital Management
California
$644K -$40.6K -290 -7%
SB
2414
Sunflower Bank
Texas
$642K -$5.61K -40 -1%
CFA
2415
Cahill Financial Advisors
Minnesota
$639K +$19.6K +140 +4%
TCBWMS
2416
Texas Capital Bank Wealth Management Services
Texas
$636K +$205K +1,460 +58%
RBFC
2417
Roman Butler Fullerton & Co
Missouri
$636K +$16.8K +120 +3%
WPP
2418
Whalerock Point Partners
Rhode Island
$636K +$177K +1,260 +47%
SIG
2419
Sky Investment Group
Connecticut
$636K +$182K +1,300 +49%
HCM
2420
Hall Capital Management
Rhode Island
$636K +$203K +1,450 +58%
BWM
2421
BlackDiamond Wealth Management
New York
$635K +$5.66M +40,420 +1,287%
TCG
2422
Transcendent Capital Group
Oklahoma
$634K -$275K -1,960 -33%
SSW
2423
Smith Shellnut Wilson
Mississippi
$634K – – –
D
2424
Diversified
Delaware
$634K +$554K +3,950 New
GPA
2425
Guidance Point Advisors
Massachusetts
$634K – – –
95 96
97
98 99