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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSAM
3051
Blue Square Asset Management
New York
$267K +$20.5K +128 +9%
EA
3052
Eclectic Associates
California
$266K +$247K +1,540 New
KFSC
3053
Keystone Financial Services (Colorado)
Colorado
$266K +$247K +1,540 New
WAM
3054
Weinberger Asset Management
California
$265K +$9.3K +58 +4%
SWM
3055
Stockman Wealth Management
Montana
$264K -$311K -1,940 -56%
JDR
3056
Jay D. Rosenbaum
$264K -$271K -1,690 -52%
HWA
3057
Heartwood Wealth Advisors
Virginia
$264K +$25.7K +160 +12%
LSA
3058
Lansing Street Advisors
Pennsylvania
$264K +$12.5K +78 +5%
SWP
3059
Significant Wealth Partners
Illinois
$264K +$34.9K +218 +17%
BST
3060
Bath Savings Trust
Maine
$262K -$1.6K -10 -0.7%
SAM
3061
S.A. Mason
Michigan
$262K +$40.1K +250 +20%
SFG
3062
SNS Financial Group
Minnesota
$261K -$15.2K -95 -6%
IFA
3063
Index Fund Advisors
California
$261K +$243K +1,515 New
PFM
3064
Phillips Financial Management
Indiana
$261K -$25.3K -158 -9%
GCIM
3065
Gunn & Company Investment Management
Florida
$260K -$424K -2,645 -64%
LAM
3066
LECAP Asset Management
United Kingdom
$259K -$3.38M -21,097 -93%
WP
3067
Waycross Partners
Kentucky
$259K – – –
MCM
3068
McRae Capital Management
New Jersey
$259K +$8.02K +50 +3%
CC
3069
Cadinha & Co
Hawaii
$257K +$160 +1 +0.1%
MC
3070
Montag & Caldwell
Georgia
$257K – – –
TDC
3071
Thompson Davis & Co
Virginia
$257K +$239K +1,490 New
RAS
3072
RPS Advisory Solutions
Kentucky
$257K +$239K +1,489 New
CA
3073
Carson Advisory
Georgia
$257K -$11.4K -71 -5%
SIS
3074
Sound Income Strategies
Florida
$256K +$120K +746 +101%
PWA
3075
Peterson Wealth Advisors
Utah
$256K -$153K -956 -39%
121 122
123
124 125