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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
3026
Permanent Capital Management
Illinois
$543K +$433K +2,342 New
MPW
3027
MA Private Wealth
California
$543K -$10.9K -59 -2%
ITFISA
3028
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$543K +$426K +2,303 New
WMWM
3029
Whitaker-Myers Wealth Managers
Ohio
$542K +$432K +2,336 New
RA
3030
Rise Advisors
New York
$541K +$12.4K +67 +3%
CI
3031
Cavalier Investments
Georgia
$541K -$9.11M -49,244 -95%
PAM
3032
PVG Asset Management
Colorado
$540K +$431K +2,330 New
VIPI
3033
Vista Investment Partners II
Indiana
$539K +$430K +2,327 New
YCG
3034
Yeomans Consulting Group
Georgia
$538K -$129K -700 -23%
HTHT
3035
Hemenway Trust Hemenway Trust
New Hampshire
$538K +$117K +630 +37%
BWM
3036
BCS Wealth Management
Tennessee
$536K – – –
AWM
3037
Atticus Wealth Management
Florida
$534K -$10.5K -57 -2%
RFP
3038
Roth Financial Partners
Texas
$533K – – –
AWA
3039
Acorn Wealth Advisors
Michigan
$533K +$15K +81 +4%
WAM
3040
Worth Asset Management
Texas
$533K -$2.74M -14,795 -87%
WCP
3041
Wealthcare Capital Partners
Pennsylvania
$532K +$425K +2,296 New
EBA
3042
Eagle Bay Advisors
New York
$532K -$53.3K -288 -11%
SIC
3043
Sterling Investment Counsel
New York
$531K -$569K -3,077 -57%
BHWM
3044
Bar Harbor Wealth Management
New Hampshire
$531K -$334K -1,805 -44%
AIM
3045
Avity Investment Management
Connecticut
$531K – – –
AAG
3046
Armstrong Advisory Group
Massachusetts
$529K +$4.07K +22 +1%
NWA
3047
Navis Wealth Advisors
New York
$529K -$7.58K -41 -2%
CPA
3048
Cathy Pareto & Associates
Florida
$529K +$422K +2,280 New
EFG
3049
Ehrlich Financial Group
California
$527K -$12.9K -70 -3%
FCG
3050
Fielder Capital Group
Tennessee
$526K -$3.33K -18 -0.8%
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