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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GWWM
3051
Great Waters Wealth Management
Minnesota
$217K +$189K +1,350 New
SA
3052
Scarborough Advisors
Maryland
$215K +$96.7K +690 +106%
WRPWM
3053
Werba Rubin Papier Wealth Management
California
$215K -$114K -810 -38%
CSB
3054
City State Bank
Iowa
$215K – – –
DCP
3055
DSM Capital Partners
Florida
$215K +$70.1K +500 +60%
WDA
3056
Wendell David Associates
New Hampshire
$215K +$188K +1,340 New
BIM
3057
Bullseye Investment Management
Ohio
$214K +$1.61M +11,480 +513%
WAM
3058
Wallington Asset Management
Indiana
$214K +$186K +1,330 New
TFM
3059
TFC Financial Management
Massachusetts
$214K +$23.8K +170 +15%
CS
3060
Capital Square
Tennessee
$213K +$1.85M +13,190 New
GGS
3061
Galvin Gaustad & Stein
Arizona
$213K +$185K +1,320 New
CAM
3062
Claret Asset Management
Quebec, Canada
$212K -$50.5K -360 -21%
NSIM
3063
North Star Investment Management
Illinois
$211K -$5.61K -40 -3%
IA
3064
Inspire Advisors
Idaho
$211K +$184K +1,310 New
WAM
3065
Westport Asset Management
Connecticut
$211K – – –
SWP
3066
Significant Wealth Partners
Illinois
$210K +$184K +1,310 New
RFO
3067
RiverGlades Family Offices
Florida
$210K +$184K +1,310 New
HCMG
3068
Howard Capital Management Group
California
$210K +$184K +1,310 New
RB
3069
Rodgers Brothers
Pennsylvania
$210K +$184K +1,310 New
LIM
3070
Lathrop Investment Management
Arkansas
$210K +$184K +1,310 New
CASB
3071
Cape Ann Savings Bank
Massachusetts
$209K +$182K +1,300 New
LGA
3072
Lebenthal Global Advisors
New York
$209K +$182K +1,300 New
SAM
3073
Seelaus Asset Management
New Jersey
$209K +$182K +1,300 New
W
3074
WorthPointe
California
$208K -$50.5K -360 -22%
AIA
3075
AIMZ Investment Advisors
California
$207K +$181K +1,290 New
121 122
123
124 125