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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
2751
Dean Investment Associates
Ohio
$791K – – –
GSB
2752
Greenfield Savings Bank
Massachusetts
$789K +$112K +605 +22%
SL
2753
Summitry LLC
California
$788K -$216K -1,169 -26%
MAA
2754
Mraz Amerine & Associates
California
$788K – – –
SIA
2755
SkyView Investment Advisors
New Jersey
$788K +$407K +2,201 +183%
TM
2756
TigerOak Management
New Mexico
$788K +$628K +3,398 New
RWP
2757
Ridgecrest Wealth Partners
California
$786K -$6.48M -35,058 -91%
GSIS
2758
Global Strategic Investment Solutions
Arizona
$782K +$9.25K +50 +2%
SSWM
2759
Sheets Smith Wealth Management
North Carolina
$782K +$18.7K +101 +3%
MCC
2760
Maiden Cove Capital
Maine
$781K +$11.1K +60 +2%
LI
2761
LifeWealth Investments
Florida
$781K +$623K +3,369 New
AA
2762
Acorns Advisers
California
$780K +$147K +796 +31%
CIM
2763
Chiron Investment Management
New York
$779K +$622K +3,362 New
WAM
2764
Wallington Asset Management
Indiana
$779K – – –
BMA
2765
Brooks Moore & Associates
Tennessee
$779K -$197K -1,065 -24%
GIA
2766
GHP Investment Advisors
Colorado
$778K +$10.5K +57 +2%
RA
2767
Rational Advisors
New York
$776K +$93.6K +506 +18%
HGWM
2768
Horst & Graben Wealth Management
Oregon
$775K +$618K +3,343 New
AIM
2769
Advyzon Investment Management
Illinois
$770K +$614K +3,322 New
EI
2770
Ellevest Inc
New York
$769K -$135K -728 -18%
CFP
2771
Comprehensive Financial Planning
Pennsylvania
$766K +$611K +3,305 New
XPN
2772
XY Planning Network
Montana
$766K +$611K +3,305 New
FAM
2773
Fairtree Asset Management
South Africa
$766K +$611K +3,304 New
NPA
2774
Nichols & Pratt Advisers
Massachusetts
$765K +$14.8K +80 +2%
BOTPPF
2775
Board of the Pension Protection Fund
United Kingdom
$765K +$610K +3,300 New
109 110
111
112 113