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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ES
2551
Eagle Strategies
New York
$512K -$61.7K -440 -12%
LAM
2552
Lakewood Asset Management
Illinois
$511K -$22.4K -160 -5%
SSWM
2553
Sheets Smith Wealth Management
North Carolina
$509K +$40.6K +290 +10%
PIM
2554
Pullen Investment Management
Florida
$509K +$9.81K +70 +2%
EIG
2555
Ellenbecker Investment Group
Wisconsin
$509K +$196K +1,400 +80%
BCG
2556
BayBridge Capital Group
California
$506K +$9.81K +70 +2%
MA
2557
MAS Advisors
Florida
$506K – – –
MWM
2558
Melfa Wealth Management
Massachusetts
$506K +$14K +100 +3%
CAC
2559
Certified Advisory Corp
Florida
$504K +$205K +1,460 +87%
NCTC
2560
New Covenant Trust Company
Indiana
$504K +$4.02M +28,720 +876%
MM
2561
MQS Management
New York
$503K -$67.3K -480 -13%
GSIS
2562
Global Strategic Investment Solutions
Arizona
$503K +$12.6K +90 +3%
VCM
2563
Versant Capital Management
Arizona
$501K +$119K +850 +37%
1WM
2564
1900 Wealth Management
Texas
$500K +$9.81K +70 +2%
IWM
2565
Iams Wealth Management
Nebraska
$499K -$533K -3,800 -55%
BIP
2566
Blue Investment Partners
California
$499K – – –
RWM
2567
RKL Wealth Management
Pennsylvania
$498K – – –
HWP
2568
Hibernia Wealth Partners
Louisiana
$496K +$434K +3,100 New
WIA
2569
Wetzel Investment Advisors
Indiana
$496K -$60.3K -430 -10%
MPI
2570
Mairs & Power Inc
Minnesota
$495K +$49K +350 +13%
HVP
2571
Hudson Value Partners
Florida
$493K -$1.4K -10 -0.3%
QT
2572
Quantbot Technologies
New York
$491K -$762K -5,440 -64%
IIC
2573
Integrated Investment Consultants
Michigan
$490K – – –
CIC
2574
Cornercap Investment Counsel
Georgia
$490K -$22.4K -160 -5%
PCS
2575
Private Client Services
Kentucky
$490K +$29.4K +210 +7%
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103
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