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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2401
Milestone Asset Management
Pennsylvania
$786K +$730K +4,555 New
SAM
2402
Selway Asset Management
$785K – – –
MAC
2403
Mason & Associates (California)
California
$781K +$726K +4,527 New
PWP
2404
Private Wealth Partners
California
$780K +$146K +912 +25%
TCM
2405
Triumph Capital Management
Colorado
$777K +$71.3K +445 +11%
OIM
2406
Oder Investment Management
California
$777K +$641 +4 +0.1%
CFD
2407
Creative Financial Designs
Indiana
$777K +$42.2K +263 +6%
AWM
2408
Aries Wealth Management
Maine
$776K +$428K +2,670 +146%
SOW
2409
State of Wyoming
Wyoming
$776K -$23.1K -144 -3%
MC
2410
Marest Capital
California
$775K -$2.73K -17 -0.4%
MWM
2411
Merriman Wealth Management
Washington
$774K +$10.7K +67 +2%
SWP
2412
Semus Wealth Partners
Florida
$772K +$516K +3,217 +255%
BP
2413
BBR Partners
New York
$771K -$70.5K -440 -9%
FCIM
2414
Fairview Capital Investment Management
California
$769K +$481K +3,000 +205%
CA
2415
Cornerstone Advisory
Maryland
$768K +$30.9K +193 +5%
BSB
2416
Bangor Savings Bank
Maine
$767K +$23.9K +149 +3%
FG
2417
Foster Group
Iowa
$767K -$21.2K -132 -3%
APW
2418
Aurora Private Wealth
New Jersey
$766K +$117K +729 +20%
BMA
2419
Brooks Moore & Associates
Tennessee
$763K +$297K +1,855 +72%
GCAC
2420
Guardian Capital Advisors (Canada)
Ontario, Canada
$762K +$729K +4,550 New
BWA
2421
Blodgett Wealth Advisors
California
$760K -$321 -2 -0%
SFS
2422
Security Financial Services
Indiana
$760K +$24.8K +155 +4%
TSW
2423
Three Seasons Wealth
Utah
$759K -$89.5K -558 -11%
SSW
2424
Smith Shellnut Wilson
Mississippi
$759K +$72.5K +452 +11%
AWA
2425
Aletheian Wealth Advisors
Washington
$755K +$2.24K +14 +0.3%
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97
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