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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
3201
Innovator Capital Management
Illinois
$430K +$128K +694 +60%
WHC
3202
Wulff, Hansen & Co
California
$430K -$25K -135 -7%
HTIM
3203
Harbour Trust & Investment Management
Indiana
$429K +$43.8K +237 +15%
NCM
3204
New Capital Management
Texas
$429K +$343K +1,852 New
RWA
3205
River Wealth Advisors
Pennsylvania
$429K +$343K +1,852 New
SWA
3206
Strategies Wealth Advisors
Michigan
$429K +$336K +1,817 New
LWMT
3207
Legacy Wealth Management (Tennessee)
Tennessee
$428K -$7.58K -41 -2%
ADMI
3208
Albert D. Mason Inc
Massachusetts
$426K +$17.2K +93 +5%
SC
3209
Sepio Capital
Utah
$426K +$74K +400 +28%
CS
3210
Capital Square
Tennessee
$426K +$28.3K +153 +10%
GCM
3211
Gables Capital Management
Florida
$424K – – –
WQ
3212
Wealth Quarterback
New Jersey
$424K -$470K -2,542 -58%
HPIA
3213
Hamilton Point Investment Advisors
North Carolina
$423K +$22.6K +122 +7%
TAM
3214
Taurus Asset Management
New York
$422K – – –
PB
3215
Pinnacle Bancorp
Nebraska
$422K +$80.5K +435 +31%
BTWM
3216
Brass Tax Wealth Management
Ohio
$420K +$32.4K +175 +11%
MLFP
3217
MPS Loria Financial Planners
Illinois
$420K +$370 +2 +0.1%
YWS
3218
Yarger Wealth Strategies
Ohio
$420K +$103K +559 +45%
BFG
3219
Birch Financial Group
New Hampshire
$420K +$335K +1,812 New
SHFP
3220
Second Half Financial Partners
Florida
$420K -$80.5K -435 -19%
CFGA
3221
Cambridge Financial Group (Arizona)
Arizona
$420K – – –
GCA
3222
Gallagher Capital Advisors
Texas
$419K +$335K +1,809 New
FIC
3223
Family Investment Center
Missouri
$419K +$109K +591 +49%
WF
3224
WoodTrust Financial
Wisconsin
$419K +$2.96K +16 +0.9%
BMM
3225
Berkshire Money Management
Massachusetts
$419K +$334K +1,807 New
127 128
129
130 131