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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
3001
Hamilton Point Investment Advisors
North Carolina
$293K +$160 +1 +0.1%
BCM
3002
Boltwood Capital Management
California
$293K +$48.1K +300 +21%
SCI
3003
S&CO Inc
Massachusetts
$293K -$128K -800 -32%
UL
3004
Unionview LLC
Washington
$293K -$6.73K -42 -2%
HTHT
3005
Hemenway Trust Hemenway Trust
New Hampshire
$292K – – –
ACM
3006
Alamar Capital Management
California
$290K – – –
EIG
3007
Ellenbecker Investment Group
Wisconsin
$290K -$238K -1,482 -47%
DM
3008
Deerfield Management
New York
$289K +$269K +1,676 New
NB
3009
Nicolet Bankshares
Wisconsin
$288K -$4.81K -30 -2%
N
3010
Numerai
California
$288K +$268K +1,670 New
AC
3011
Annandale Capital
Texas
$288K – – –
MW
3012
Maia Wealth
Colorado
$286K -$2.15M -13,403 -89%
BDL
3013
Bey-Douglas LLC
Georgia
$284K -$2.2M -13,752 -89%
HCP
3014
Hexagon Capital Partners
Arkansas
$284K -$10.6K -66 -4%
LT
3015
Legacy Trust
Michigan
$283K +$263K +1,643 New
MF
3016
Meridian Financial
Massachusetts
$283K -$35.3K -220 -12%
DCBT
3017
Dakota Community Bank & Trust
North Dakota
$283K – – –
NCM
3018
Nelson Capital Management
California
$283K +$263K +1,640 New
BTWM
3019
Brass Tax Wealth Management
Ohio
$283K -$585K -3,652 -69%
PTB
3020
Pioneer Trust Bank
Oregon
$281K – – –
TC
3021
Trilogy Capital
California
$280K +$7.21K +45 +3%
MFS
3022
Madrona Financial Services
Washington
$279K +$9.62K +60 +4%
HTIM
3023
Harbour Trust & Investment Management
Indiana
$279K +$34.5K +215 +15%
WRPWM
3024
Werba Rubin Papier Wealth Management
California
$278K +$43.8K +273 +20%
C1AG
3025
Client 1st Advisory Group
Florida
$278K +$258K +1,611 New
119 120
121
122 123