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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SMF
3676
Sterling Manor Financial
New York
$289K +$228K +1,050 New
CC
3677
Copperleaf Capital
North Carolina
$288K +$227K +1,044 New
SWM
3678
Silverlake Wealth Management
Vermont
$288K +$226K +1,043 New
CL
3679
CLG LLC
California
$287K +$226K +1,042 New
CCG
3680
Coastwise Capital Group
California
$287K +$226K +1,042 New
WAL
3681
W Advisors LLC
Tennessee
$287K +$226K +1,041 New
BIM
3682
Barton Investment Management
Pennsylvania
$287K +$226K +1,040 New
BDL
3683
Banque de Luxembourg
Luxembourg
$286K – – –
NSB
3684
Norway Savings Bank
Maine
$285K +$225K +1,035 New
MPCL
3685
My Personal CFO LLC
Washington
$285K +$225K +1,034 New
WCWM
3686
Wooster Corthell Wealth Management
Connecticut
$285K +$224K +1,033 New
ACM
3687
Advance Capital Management
Michigan
$284K +$224K +1,032 New
HFS
3688
Hughes Financial Services
Virginia
$284K +$1.09K +5 +0.5%
HI
3689
Humankind Investments
New York
$283K +$223K +1,028 New
ACM
3690
Absolute Capital Management
Pennsylvania
$282K +$222K +1,024 New
TCM
3691
Teza Capital Management
Illinois
$282K -$666K -3,067 -75%
NF
3692
Nvest Financial
New Hampshire
$282K +$222K +1,024 New
DSN
3693
D. Scott Neal
Kentucky
$282K +$222K +1,022 New
EFN
3694
Equita Financial Network
Pennsylvania
$281K +$222K +1,021 New
BPWM
3695
BCS Private Wealth Management
New Jersey
$280K +$220K +1,014 New
SCM
3696
Spring Capital Management
Texas
$280K +$220K +1,015 New
HHMI
3697
Howard Hughes Medical Institute
Maryland
$279K +$220K +1,011 New
DSCM
3698
Del-Sette Capital Management
New York
$278K +$219K +1,010 New
SFA
3699
Seneca Financial Advisors
New York
$278K +$219K +1,010 New
TF
3700
Theory Financial
Colorado
$278K +$206K +947 New
146 147
148
149 150