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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
3751
Northeast Financial Group
Pennsylvania
$262K +$207K +951 New
BHB
3752
Bank Hapoalim BM
Israel
$262K +$207K +952 New
CWM
3753
Crowley Wealth Management
Delaware
$262K -$21.7K -100 -10%
CI
3754
Ceera Investments
Texas
$262K +$206K +950 New
TIA
3755
Traphagen Investment Advisors
New Jersey
$261K +$206K +947 New
VIM
3756
Vancity Investment Management
British Columbia, Canada
$261K -$5.18M -23,843 -96%
CWA
3757
Clearview Wealth Advisors
Oregon
$260K +$205K +944 New
T2I
3758
Turim 21 Investimentos
Brazil
$259K – – –
HA
3759
HFG Advisors
Ohio
$259K +$204K +940 New
MF
3760
Meridian Financial
Massachusetts
$259K +$204K +940 New
TA
3761
TPG Advisors
Illinois
$256K +$202K +930 New
CCA
3762
Cora Capital Advisors
New Jersey
$256K +$202K +929 New
SIM
3763
Sims Investment Management
Ohio
$256K +$202K +929 New
SHA
3764
Seneca House Advisors
Virginia
$255K +$201K +924 New
MM
3765
Meridian Management
Arkansas
$255K +$188K +867 New
AFO
3766
Arrowroot Family Office
California
$254K +$200K +923 New
UIA
3767
Ulland Investment Advisors
Minnesota
$254K -$29.3K -135 -13%
STCOSD
3768
Sageworth Trust Company of South Dakota
South Dakota
$252K -$105K -485 -35%
AWP
3769
Accretive Wealth Partners
New Jersey
$252K +$199K +915 New
DWM
3770
Daner Wealth Management
Georgia
$252K +$175K +806 New
PHWM
3771
Pine Harbor Wealth Management
Maryland
$252K +$198K +913 New
MLRA
3772
Main Line Retirement Advisors
Montana
$252K +$198K +913 New
WI
3773
Westbourne Investments
Virginia
$251K +$198K +912 New
WIP
3774
WealthCare Investment Partners
Rhode Island
$251K +$198K +913 New
TPWM
3775
Twelve Points Wealth Management
Massachusetts
$251K +$198K +910 New
149 150
151
152 153