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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
2401
Fulton Breakefield Broenniman
Maryland
$2.79M +$430K +1,203 +18%
HA
2402
Herold Advisors
New York
$2.78M -$34.3K -96 -1%
AWAU
2403
Alliance Wealth Advisors (Utah)
Utah
$2.78M -$1.24M -3,455 -30%
ACM
2404
Advent Capital Management
New York
$2.77M +$1.07M +3,000 +60%
CT
2405
Colonial Trust
South Carolina
$2.76M -$380K -1,063 -12%
FG
2406
Foster Group
Iowa
$2.76M +$380K +1,062 +15%
RMF
2407
Red Mountain Financial
Colorado
$2.76M -$237K -663 -8%
KFGK
2408
Keystone Financial Group (Kentucky)
Kentucky
$2.76M +$100K +281 +4%
CCA
2409
Cadent Capital Advisors
Oklahoma
$2.76M +$73.7K +206 +3%
IWM
2410
Iams Wealth Management
Nebraska
$2.75M -$390K -1,091 -12%
BCM
2411
Bancreek Capital Management
California
$2.74M -$1.95M -5,459 -41%
PEA
2412
Park Edge Advisors
Ohio
$2.74M +$135K +378 +5%
APC
2413
Aspire Private Capital
North Carolina
$2.74M -$113K -315 -4%
CFWMA
2414
Center for Wealth Management Advisory
Ohio
$2.73M +$2.83M +7,901 New
WLG
2415
Williamson Legacy Group
Indiana
$2.73M -$106K -297 -4%
BO
2416
Bank OZK
Arkansas
$2.73M +$94.8K +265 +3%
LWM
2417
LeConte Wealth Management
Tennessee
$2.72M +$386K +1,078 +16%
AFPL
2418
Advus Financial Partners, LLC
Florida
$2.71M -$580K -1,623 -17%
SWM
2419
SHP Wealth Management
Massachusetts
$2.71M +$2.8M +7,833 New
MBWA
2420
Marin Bay Wealth Advisors
California
$2.71M +$2.8M +7,821 New
BAM
2421
BOCHK Asset Management
Hong Kong
$2.7M -$854K -2,388 -23%
PWAM
2422
Private Wealth Asset Management
Iowa
$2.69M +$676K +1,891 +32%
RL
2423
Rogco LP
Oklahoma
$2.69M +$202K +566 +8%
VW
2424
Vantage Wealth
California
$2.69M -$34.7K -97 -1%
HP
2425
Holistic Planning
Texas
$2.69M +$168K +470 +6%
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