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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
4376
Alpha Advisors
Virginia
$249K +$46.1K +140 +21%
AIM
4377
Adapt Investment Managers
Switzerland
$248K -$33.5M -101,852 -99%
CC
4378
Capital Counsel
New York
$248K – – –
MLIC
4379
Mandatum Life Insurance Company
Finland
$248K – – –
MIM
4380
Martin Investment Management
Florida
$248K – – –
QA
4381
Quattro Advisors
Pennsylvania
$247K +$44.4K +135 +20%
OM
4382
OV Management
Minnesota
$246K -$1.51M -4,581 -85%
SG
4383
Sherry Group
Arkansas
$246K +$262K +795 New
MFF
4384
Michels Family Financial
Texas
$245K +$15.8K +48 +6%
CI
4385
Carroll Investors
South Carolina
$245K – – –
KWM
4386
KMT Wealth Management
California
$245K -$65.8K -200 -20%
BWM
4387
Bernard Wealth Management
Michigan
$245K -$16.5K -50 -6%
ACA
4388
Ackerman Capital Advisors
Texas
$245K – – –
PL
4389
Parthenon LLC
Kentucky
$245K – – –
AFC
4390
Avise Financial Cooperative
California
$244K +$2.63K +8 +1%
CNB
4391
Camden National Bank
Maine
$244K -$16.1K -49 -6%
RP
4392
Rowlandmiller & Partners
Georgia
$243K – – –
FCM
4393
Fieldview Capital Management
Michigan
$243K +$258K +785 New
AC
4394
AWM Capital
Arizona
$243K +$34.9K +106 +16%
RWM
4395
Rench Wealth Management
Texas
$243K +$987 +3 +0.4%
RFP
4396
Roth Financial Partners
Texas
$241K -$500K -1,520 -66%
E3F
4397
Eight 31 Financial
Texas
$241K – – –
1L
4398
10Elms LLP
Oklahoma
$241K +$42.8K +130 +20%
RIA
4399
Rhodes Investment Advisors
Texas
$241K +$2.63K +8 +1%
BRIA
4400
Balanced Rock Investment Advisors
Massachusetts
$241K +$256K +779 New
174 175
176
177 178