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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
2501
MA Private Wealth
California
$268K +$227K +2,400 New
MKA
2502
M. Kulyk & Associates
Georgia
$268K +$227K +2,400 New
SFG
2503
Sunburst Financial Group
Alabama
$268K +$227K +2,400 New
MCM
2504
MV Capital Management
Maryland
$267K +$13.3K +140 +6%
AOI
2505
Auto-Owners Insurance
Michigan
$267K +$226K +2,390 New
CBA
2506
Coastal Bridge Advisors
Connecticut
$266K +$225K +2,380 New
LF
2507
Lantz Financial
Illinois
$266K +$225K +2,380 New
SIG
2508
Sky Investment Group
Connecticut
$266K +$225K +2,380 New
SHFA
2509
SC&H Financial Advisors
Maryland
$265K +$225K +2,380 New
SAI
2510
Savvy Advisors Inc
New York
$265K +$224K +2,370 New
ABLA
2511
Alan B. Lancz & Associates
Ohio
$265K +$224K +2,370 New
ICM
2512
Intrepid Capital Management
Florida
$263K +$23.7K +250 +12%
VCM
2513
Versant Capital Management
Arizona
$263K +$25.6K +270 +13%
FG
2514
Foster Group
Iowa
$261K – – –
WIC
2515
Whitegate Investment Counselors
New Hampshire
$261K +$222K +2,340 New
MPW
2516
MGO Private Wealth
California
$261K +$222K +2,340 New
MWA
2517
Motive Wealth Advisors
Michigan
$259K -$48.3K -510 -18%
AT
2518
Arvest Trust
Oklahoma
$259K +$220K +2,320 New
LFS
2519
Lutz Financial Services
Nebraska
$258K -$14.2K -150 -6%
TPA
2520
Trivium Point Advisory
Connecticut
$258K +$219K +2,310 New
RFP
2521
Roth Financial Partners
Texas
$257K +$73.9K +780 +51%
SFG
2522
StrategIQ Financial Group
Indiana
$256K +$217K +2,290 New
CRI
2523
Colonial River Investments
Virginia
$256K -$686K -7,250 -76%
XC
2524
XY Capital
Hong Kong
$256K +$217K +2,290 New
AC
2525
Apella Capital
Connecticut
$255K +$230K +2,430 New
99 100
101
102 103