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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
3376
Hilton Capital Management
New York
$275K -$6.8M -32,141 -95%
BST
3377
Bath Savings Trust
Maine
$274K +$24.6K +116 +8%
EWA
3378
Evolution Wealth Advisors
Florida
$273K -$597K -2,820 -63%
AWP
3379
Abacus Wealth Partners
California
$273K +$124K +584 +56%
FGG
3380
Financial Guidance Group
Florida
$273K +$345K +1,630 New
AAM
3381
Augustine Asset Management
Florida
$273K +$20.1K +95 +6%
RC
3382
Rareview Capital
Nevada
$272K – – –
SRWM
3383
Shira Ridge Wealth Management
California
$272K -$23.1K -109 -6%
AFA
3384
Arlington Financial Advisors
California
$272K +$79.2K +374 +30%
ML
3385
Mayport LLC
Massachusetts
$272K +$344K +1,624 New
NFG
3386
Nadler Financial Group
Illinois
$271K +$130K +615 +61%
JFGLC
3387
Johnson Financial Group LLC (Colorado)
Colorado
$271K +$342K +1,618 New
CC
3388
Cornerstone Capital
California
$270K -$9.1K -43 -3%
BWM
3389
BCS Wealth Management
Tennessee
$270K -$148K -701 -30%
ODIJL
3390
One Day In July LLC
Vermont
$270K -$33.9K -160 -9%
CBT
3391
Crews Bank & Trust
Florida
$269K +$26.7K +126 +9%
VPP
3392
Vertex Planning Partners
Illinois
$268K -$12.9K -61 -4%
CGA
3393
Compound Global Advisors
Washington
$268K -$63.5K -300 -16%
DQRIM
3394
Dale Q Rice Investment Management
Washington
$268K +$339K +1,600 New
BA
3395
Bluesphere Advisors
Pennsylvania
$268K -$41.7K -197 -11%
LF
3396
LifeSteps Financial
California
$267K -$81.5K -385 -19%
FA
3397
Financial Advisors
Massachusetts
$266K – – –
SWM
3398
Stockman Wealth Management
Montana
$266K +$3.17K +15 +1%
WAM
3399
Weinberger Asset Management
California
$266K +$13.3K +63 +4%
NCM
3400
Nelson Capital Management
California
$265K – – –
134 135
136
137 138