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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WDA
3051
Wendell David Associates
New Hampshire
$215K +$188K +1,340 New
BIM
3052
Bullseye Investment Management
Ohio
$214K +$1.61M +11,480 +513%
WAM
3053
Wallington Asset Management
Indiana
$214K +$186K +1,330 New
TFM
3054
TFC Financial Management
Massachusetts
$214K +$23.8K +170 +15%
CS
3055
Capital Square
Tennessee
$213K +$1.85M +13,190 New
GGS
3056
Galvin Gaustad & Stein
Arizona
$213K +$185K +1,320 New
CAM
3057
Claret Asset Management
Quebec, Canada
$212K -$50.5K -360 -21%
NSIM
3058
North Star Investment Management
Illinois
$211K -$5.61K -40 -3%
IA
3059
Inspire Advisors
Idaho
$211K +$184K +1,310 New
WAM
3060
Westport Asset Management
Connecticut
$211K – – –
SWP
3061
Significant Wealth Partners
Illinois
$210K +$184K +1,310 New
RFO
3062
RiverGlades Family Offices
Florida
$210K +$184K +1,310 New
HCMG
3063
Howard Capital Management Group
California
$210K +$184K +1,310 New
RB
3064
Rodgers Brothers
Pennsylvania
$210K +$184K +1,310 New
LIM
3065
Lathrop Investment Management
Arkansas
$210K +$184K +1,310 New
CASB
3066
Cape Ann Savings Bank
Massachusetts
$209K +$182K +1,300 New
LGA
3067
Lebenthal Global Advisors
New York
$209K +$182K +1,300 New
SAM
3068
Seelaus Asset Management
New Jersey
$209K +$182K +1,300 New
W
3069
WorthPointe
California
$208K -$50.5K -360 -22%
AIA
3070
AIMZ Investment Advisors
California
$207K +$181K +1,290 New
HI
3071
Harrington Investments
California
$207K +$181K +1,290 New
BWM
3072
Buska Wealth Management
Wisconsin
$206K +$179K +1,280 New
FDCP
3073
Foster Dykema Cabot & Partners
Massachusetts
$206K – – –
PHAM
3074
Palisades Hudson Asset Management
Florida
$204K +$178K +1,270 New
MAP
3075
Moody Aldrich Partners
Massachusetts
$204K +$178K +1,270 New
121 122
123
124 125