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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3151
Whitener Capital Management
North Carolina
$371K +$215K +1,014 +84%
NWA
3152
Navis Wealth Advisors
New York
$371K -$14.2K -67 -3%
TCM
3153
Triumph Capital Management
Colorado
$371K +$469K +2,215 New
GRA
3154
Golden Road Advisors
Florida
$370K -$11K -52 -2%
SAM
3155
Stansberry Asset Management
Texas
$370K – – –
MAG
3156
Mayfair Advisory Group
Alabama
$370K -$40.6K -192 -8%
TWA
3157
Tandem Wealth Advisors
Arizona
$369K -$299K -1,412 -39%
HTHT
3158
Hemenway Trust Hemenway Trust
New Hampshire
$368K -$25.4K -120 -5%
PIA
3159
Panoramic Investment Advisors
Colorado
$368K +$465K +2,199 New
SGI
3160
Swan Global Investments
Colorado
$368K +$144K +681 +45%
LIWM
3161
Long Island Wealth Management
New York
$367K +$464K +2,192 New
SGI
3162
Summit Global Investments
Utah
$367K +$9.31K +44 +2%
VI
3163
VanderPol Investments
Michigan
$366K -$2.96K -14 -0.6%
HTIM
3164
Harbour Trust & Investment Management
Indiana
$366K +$70.5K +333 +18%
MFG
3165
Midwest Financial Group
Kansas
$366K -$8.25K -39 -2%
ICM
3166
Innovator Capital Management
Illinois
$365K +$69K +326 +18%
APM
3167
Advanced Portfolio Management
New York
$365K +$462K +2,182 New
WIM
3168
Waverton Investment Management
United Kingdom
$365K – – –
SFWC
3169
Strategic Family Wealth Counselors
New Jersey
$365K +$189K +893 +69%
MWM
3170
Manske Wealth Management
Texas
$364K +$135K +639 +42%
ADMI
3171
Albert D. Mason Inc
Massachusetts
$363K +$70.1K +331 +18%
WWM
3172
Whalen Wealth Management
Nevada
$362K +$176K +832 +63%
GVIC
3173
Global Value Investment Corporation
Wisconsin
$360K – – –
EC
3174
EntryPoint Capital
New York
$359K -$11K -52 -2%
IFA
3175
Independence Financial Advisors
New Hampshire
$359K +$454K +2,145 New
125 126
127
128 129