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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
2701
Financial Security Advisor
Virginia
$2.29M +$160K +399 +7%
SIAM
2702
Sterling Investment Advisors (Missouri)
Missouri
$2.29M +$4.01K +10 +0.2%
WH
2703
Willner & Heller
California
$2.29M -$60.9K -152 -2%
CWM
2704
Cahaba Wealth Management
Georgia
$2.28M +$26.5K +66 +1%
OL
2705
one8zero8 LLC
North Carolina
$2.28M +$717K +1,787 +42%
DKCM
2706
Davidson Kahn Capital Management
California
$2.28M +$1.81M +4,509 +296%
HPC
2707
Hobart Private Capital
North Carolina
$2.27M -$19.6K -49 -0.8%
CAC
2708
Core Alternative Capital
Georgia
$2.27M +$4.01K +10 +0.2%
PCM
2709
Pincus Capital Management
New York
$2.27M – – –
SFS
2710
Sharp Financial Services
Pennsylvania
$2.26M +$49.7K +124 +2%
NB
2711
NBH Bank
Colorado
$2.26M +$2.4M +5,994 New
SMA
2712
Seven Mile Advisory
New Jersey
$2.26M +$32.1K +80 +1%
PA
2713
PFW Advisors
Georgia
$2.26M -$54.1K -135 -2%
NICM
2714
Neo Ivy Capital Management
New York
$2.26M +$1.86M +4,640 +345%
OAM
2715
Occidental Asset Management
California
$2.26M +$417K +1,040 +21%
WWM
2716
Whalen Wealth Management
Nevada
$2.26M -$1.87M -4,658 -44%
FCT
2717
First Community Trust
Iowa
$2.26M +$44.5K +111 +2%
GCP
2718
GSA Capital Partners
United Kingdom
$2.25M -$1.98M -4,941 -45%
IFPG
2719
Intrepid Financial Planning Group
Indiana
$2.25M +$10K +25 +0.4%
TGY2IT
2720
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$2.25M +$397K +989 +20%
VAM
2721
Virtue Asset Management
Illinois
$2.25M -$8.02K -20 -0.3%
PBT
2722
Pictet Bank & Trust
Bahamas
$2.25M +$599K +1,495 +34%
HBT
2723
Hills Bank & Trust
Iowa
$2.25M +$230K +574 +11%
FHWM
2724
Fox Hill Wealth Management
Massachusetts
$2.25M +$380K +948 +19%
CCM
2725
Crew Capital Management
Ohio
$2.24M -$83.8K -209 -3%
107 108
109
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