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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
3026
Skyline Advisors
Washington
$229K +$200K +1,430 New
BSAM
3027
Blue Square Asset Management
New York
$228K +$199K +1,420 New
DGI
3028
Disciplined Growth Investors
Minnesota
$228K +$199K +1,420 New
SWM
3029
SilverOak Wealth Management
Minnesota
$228K +$199K +1,420 New
SCM
3030
Steele Capital Management
Iowa
$226K +$198K +1,410 New
KWS
3031
Keystone Wealth Services
California
$225K -$26.6K -190 -12%
BIA
3032
Bell Investment Advisors
California
$225K +$5.61K +40 +3%
LFS
3033
Lutz Financial Services
Nebraska
$225K -$133K -950 -40%
BCM
3034
Boltwood Capital Management
California
$225K +$196K +1,400 New
HTIM
3035
Harbour Trust & Investment Management
Indiana
$225K +$196K +1,400 New
OPPS
3036
Obsidian Personal Planning Solutions
Maryland
$225K +$196K +1,400 New
DWA
3037
Delap Wealth Advisory
Oregon
$222K -$1.26M -8,960 -87%
MIM
3038
Montgomery Investment Management
Maryland
$222K +$193K +1,380 New
MWP
3039
Madison Wealth Partners
Wisconsin
$221K +$193K +1,380 New
AFAS
3040
Acorn Financial Advisory Services
Virginia
$221K +$193K +1,380 New
HWA
3041
Heartwood Wealth Advisors
Virginia
$220K +$192K +1,370 New
BCM
3042
Brookmont Capital Management
Texas
$219K -$37.8K -270 -16%
M1FG
3043
Mach-1 Financial Group
Arkansas
$218K +$191K +1,360 New
MWM
3044
Mascoma Wealth Management
New Hampshire
$218K +$11.2K +80 +6%
PCA
3045
Providence Capital Advisors
North Carolina
$218K +$12.6K +90 +7%
CSPAM
3046
Cary Street Partners Asset Management
Virginia
$218K +$191K +1,360 New
LWP
3047
LMG Wealth Partners
Louisiana
$218K +$191K +1,360 New
SFG
3048
Sterling Financial Group
California
$218K +$191K +1,360 New
PCMF
3049
Private Capital Management (Florida)
Florida
$217K +$189K +1,350 New
FLII
3050
First Long Island Investors
New York
$217K +$189K +1,350 New
120 121
122
123 124