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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
4751
Montgomery Financial Services
Maryland
$87.3K +$92.6K +231 New
CWM
4752
Copia Wealth Management
Oregon
$87.1K +$2.41K +6 +3%
BC
4753
Barrett & Company
Rhode Island
$86.1K +$30.1K +75 +49%
MAM
4754
Marquette Asset Management
Minnesota
$85.8K -$62.5K -156 -41%
TM
4755
Torren Management
California
$85.6K +$401 +1 +0.4%
PP
4756
Pingora Partners
Wyoming
$85K -$10K -25 -10%
BAM
4757
Byrne Asset Management
New Jersey
$83.9K – – –
FA
4758
Financial Avengers
California
$81.7K – – –
VL
4759
Vima LLC
Michigan
$79K +$83.8K +209 New
AI
4760
Atomic Invest
New York
$78.7K +$7.62K +19 +10%
ETS
4761
ESL Trust Services
New York
$78.6K – – –
SC
4762
Steph & Co
Wisconsin
$77.8K -$39.7K -99 -32%
NEAM
4763
New England Asset Management
Connecticut
$77.4K -$2.57M -6,400 -97%
P8IP
4764
Pier 88 Investment Partners
California
$75.5K – – –
CVM
4765
Cheviot Value Management
California
$75.5K +$20K +50 +33%
CC
4766
Copos Capital
$72.9K +$77.4K +193 New
GCM
4767
Glynn Capital Management
California
$72.2K +$4.81K +12 +7%
KCM
4768
Key Capital Management
Tennessee
$71.8K +$10.8K +27 +17%
BIM
4769
Breakwater Investment Management
Washington
$69.5K +$5.61K +14 +8%
CC
4770
Corsicana & Co
Texas
$68K +$8.02K +20 +13%
BA
4771
Ballast Advisors
Minnesota
$66.1K -$26.1K -65 -27%
IWM
4772
IMG Wealth Management
Florida
$64.2K +$68.2K +170 New
HC
4773
Hoese & Co
Minnesota
$64.2K – – –
PP
4774
Pacifica Partners
Canada
$64.1K – – –
SN
4775
Sittner & Nelson
Oregon
$63.8K -$131K -327 -66%
189 190
191
192 193