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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2651
Avity Investment Management
Connecticut
$304K +$284K +2,290 New
AMM
2652
American Money Management
California
$302K -$126K -1,020 -31%
SAM
2653
Stansberry Asset Management
Texas
$302K +$12.4K +100 +5%
CPIA
2654
Cornell Pochily Investment Advisors
New York
$302K +$1.24K +10 +0.4%
RA
2655
Rise Advisors
New York
$302K +$232K +1,870 +468%
GSIAS
2656
Garden State Investment Advisory Services
New Jersey
$301K +$29.7K +240 +12%
LF
2657
Lantz Financial
Illinois
$301K -$13.6K -110 -5%
VCM
2658
Versant Capital Management
Arizona
$301K -$11.2K -90 -4%
CB
2659
CNB Bank
Pennsylvania
$301K +$24.8K +200 +10%
WJA
2660
Willis Johnson & Associates
Texas
$301K +$281K +2,270 New
CFO
2661
Collective Family Office
Pennsylvania
$300K +$14.9K +120 +6%
SCA
2662
Stonebridge Capital Advisors
Minnesota
$300K +$44.6K +360 +19%
CSC
2663
Caldwell Sutter Capital
California
$298K -$50.8K -410 -15%
TIM
2664
Tevis Investment Management
Texas
$298K -$104K -840 -27%
JDR
2665
Jay D. Rosenbaum
$298K -$596K -4,810 -68%
IDA
2666
Intelligence Driven Advisers
California
$297K -$13.6K -110 -5%
BCM
2667
Brown Capital Management
Maryland
$297K – – –
BIM
2668
Bullseye Investment Management
Ohio
$297K – – –
KA
2669
Kercheville Advisors
Texas
$297K – – –
CIC
2670
Concord Investment Counsel
California
$297K +$278K +2,240 New
ML
2671
McAdam LLC
Pennsylvania
$297K -$35.9K -290 -11%
EFG
2672
Ehrlich Financial Group
California
$296K -$1.24K -10 -0.4%
CIAS
2673
CBIZ Investment Advisory Services
Ohio
$296K +$276K +2,230 New
TI
2674
Truepoint Inc
Ohio
$296K -$647K -5,220 -70%
FWM
2675
FMB Wealth Management
California
$294K – – –
105 106
107
108 109