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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2551
Semus Wealth Partners
Florida
$864K +$138K +650 +14%
RCP
2552
Rothschild Capital Partners
New York
$862K -$186K -877 -15%
MCM
2553
Magnolia Capital Management
New York
$862K -$603K -2,850 -36%
AWM
2554
AllSquare Wealth Management
New York
$861K -$97.4K -460 -8%
MAG
2555
M3 Advisory Group
Massachusetts
$860K -$373K -1,764 -26%
RAM
2556
Redmond Asset Management
Virginia
$859K -$55K -260 -5%
V
2557
VeraBank
Texas
$857K +$1.91K +9 +0.2%
AF
2558
Atala Financial
California
$857K +$29.2K +138 +3%
MI
2559
Motiv8 Investments
Florida
$854K -$326K -1,540 -23%
RIP
2560
RAM Investment Partners
Washington
$852K -$42.8K -202 -4%
WA
2561
Win Advisors
Florida
$852K +$38.9K +184 +4%
FI
2562
Financial Insights
Washington
$850K +$486K +2,295 +83%
PFWA
2563
Paces Ferry Wealth Advisors
Georgia
$849K -$1.27K -6 -0.1%
GJIA
2564
Glass Jacobson Investment Advisors
Maryland
$847K – – –
ACM
2565
Ascent Capital Management
Oregon
$845K +$11.9K +56 +1%
GCP
2566
GSA Capital Partners
United Kingdom
$845K -$1.16M -5,487 -52%
CCIA
2567
Campbell & Co Investment Adviser
Maryland
$843K -$1.5M -7,106 -59%
CWM
2568
Concentrum Wealth Management
California
$841K +$330K +1,560 +45%
BBNA
2569
Bremer Bank National Association
Minnesota
$838K +$330K +1,560 +45%
VCM
2570
Vivaldi Capital Management
Illinois
$838K +$87.2K +412 +9%
DA
2571
DCF Advisers
Connecticut
$837K -$423K -2,000 -29%
MFS
2572
Monetta Financial Services
Illinois
$837K – – –
USB
2573
Union Savings Bank
Connecticut
$836K -$225K -1,061 -18%
CWA
2574
Consilio Wealth Advisors
Washington
$834K +$29K +137 +3%
KAM
2575
Knightsbridge Asset Management
California
$834K +$162K +767 +18%
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