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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GAAM
1101
Guinness Atkinson Asset Management
California
$1.51M – – –
OIM
1102
Opus Investment Management
Massachusetts
$1.51M +$1.43M +24,000 New
HWM
1103
HB Wealth Management
Georgia
$1.51M +$188K +3,160 +15%
SIA
1104
Schechter Investment Advisors
Michigan
$1.51M +$463K +7,790 +48%
SCM
1105
Salem Capital Management
Massachusetts
$1.51M – – –
KOCAA
1106
Knights of Columbus Asset Advisors
Connecticut
$1.51M +$1.78K +30 +0.1%
MFS
1107
Mirabella Financial Services
United Kingdom
$1.51M +$802K +13,500 +130%
GTCM
1108
Gyon Technologies Capital Management
New Jersey
$1.5M +$178K +3,000 +14%
WPW
1109
Warther Private Wealth
Ohio
$1.5M +$43.4K +730 +3%
RA
1110
RFG Advisory
Alabama
$1.5M -$14.3K -240 -1%
AAMC
1111
Asset Allocation & Management Company
Illinois
$1.5M – – –
GAMC
1112
Garner Asset Management Corp
Texas
$1.49M +$66.5K +1,120 +5%
HCM
1113
HMS Capital Management
Tennessee
$1.49M +$157K +2,650 +13%
BA
1114
BCM Advisors
Louisiana
$1.48M – – –
ADIM
1115
Alpha DNA Investment Management
Maryland
$1.48M -$230K -3,880 -14%
HSA
1116
HBK Sorce Advisory
Pennsylvania
$1.47M -$106K -1,790 -7%
VFA
1117
Valeo Financial Advisors
Indiana
$1.46M +$396K +6,670 +40%
SFA
1118
Sequoia Financial Advisors
Ohio
$1.46M +$338K +5,690 +33%
OPS
1119
Orion Portfolio Solutions
Nebraska
$1.44M +$12.5K +210 +0.9%
MFG
1120
Merit Financial Group
Georgia
$1.44M +$670K +11,280 +98%
EAMA
1121
EFG Asset Management (Americas)
Florida
$1.44M -$17.8K -300 -1%
EP
1122
Eudaimonia Partners
Tennessee
$1.44M +$1.36M +22,830 New
HCM
1123
Highview Capital Management
Illinois
$1.44M +$190K +3,200 +16%
LCP
1124
Legacy Capital Partners
Wisconsin
$1.42M -$17.8K -300 -1%
CIM
1125
CIM Investment Management
Pennsylvania
$1.42M -$1.78K -30 -0.1%
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