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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
3701
Burling Wealth Partners
Illinois
$627K +$387K +1,083 +149%
ORAM
3702
One River Asset Management
Connecticut
$627K +$136K +380 +27%
RRA
3703
Round Rock Advisors
Connecticut
$626K +$19.3K +54 +3%
BWM
3704
Birchcreek Wealth Management
Ohio
$625K -$193K -540 -23%
CIM
3705
Catalyst Investment Management
New Hampshire
$624K +$645K +1,803 New
UWM
3706
Urban Wealth Management
California
$624K +$645K +1,803 New
TFO
3707
Tarbox Family Office
California
$624K -$58.6K -164 -8%
KFS
3708
Kurt F. Somerville
$624K +$644K +1,802 New
AAM
3709
AR Asset Management
California
$623K +$644K +1,800 New
ABLA
3710
Alan B. Lancz & Associates
Ohio
$623K – – –
CWM
3711
Cedar Wealth Management
California
$623K – – –
KCIC
3712
Kuhn & Co Investment Counsel
Illinois
$623K +$147K +412 +30%
NCM
3713
New Capital Management
Texas
$622K +$358 +1 +0.1%
CC
3714
Cornerstone Capital
California
$620K – – –
SA
3715
Sage Advisors
Colorado
$619K -$1.07K -3 -0.2%
RDFA
3716
Ritter Daniher Financial Advisory
Ohio
$618K -$26.8K -75 -4%
VC
3717
Veery Capital
Delaware
$616K +$2.5K +7 +0.4%
MSWA
3718
Marshall & Sterling Wealth Advisors
New York
$615K -$140K -392 -18%
AAM
3719
Augustine Asset Management
Florida
$615K +$10K +28 +2%
FIG
3720
FSA Investment Group
Florida
$615K +$36.1K +101 +6%
SAA
3721
Southeast Asset Advisors
Georgia
$614K +$13.9K +39 +2%
SHFP
3722
Second Half Financial Partners
Florida
$614K +$20.4K +57 +3%
HBWM
3723
Hollow Brook Wealth Management
New York
$613K – – –
JPLA
3724
Joseph P. Lucia & Associates
New York
$612K +$57.6K +161 +10%
WC
3725
Westerkirk Capital
$612K -$734K -2,053 -54%
147 148
149
150 151