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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1351
Hengehold Capital Management
Ohio
$4.6M +$245K +1,527 +6%
AFT
1352
Alpha Family Trust
California
$4.58M – – –
ACM
1353
Altrius Capital Management
North Carolina
$4.58M +$308K +1,924 +8%
AG
1354
Advocate Group
Minnesota
$4.57M -$185K -1,155 -4%
SWM
1355
Sugarloaf Wealth Management
Georgia
$4.56M -$22.4K -140 -0.5%
CWM
1356
Connecticut Wealth Management
Connecticut
$4.55M -$45.2K -282 -1%
GKWIM
1357
Gerber Kawasaki Wealth & Investment Management
California
$4.54M +$1.69M +10,518 +67%
NW
1358
Naviter Wealth
Arkansas
$4.54M -$175K -1,090 -4%
SFP
1359
Shepherd Financial Partners
Massachusetts
$4.52M +$1.1M +6,839 +35%
MTWM
1360
Masso Torrence Wealth Management
New Jersey
$4.52M -$49.9K -311 -1%
AWM
1361
Avior Wealth Management
Nebraska
$4.51M -$25.8K -161 -0.6%
TPM
1362
Triasima Portfolio Management
Quebec, Canada
$4.5M +$1.85M +11,565 +80%
QPWM
1363
Quadrant Private Wealth Management
Pennsylvania
$4.5M +$2.08K +13 +0%
NL
1364
NVWM LLC
Pennsylvania
$4.48M -$48.3K -301 -1%
BIA
1365
Benchmark Investment Advisors
Illinois
$4.48M +$146K +908 +4%
OCA
1366
Otter Creek Advisors
Florida
$4.47M -$2.39M -14,890 -36%
FIA
1367
Foundations Investment Advisors
Arizona
$4.47M +$538K +3,357 +15%
CBTWT
1368
Community Bank & Trust (Waco, Texas)
Texas
$4.46M +$86.7K +541 +2%
HSA
1369
HBK Sorce Advisory
Pennsylvania
$4.46M -$55.5K -346 -1%
SPG
1370
Strategic Planning Group
Utah
$4.45M +$181K +1,130 +5%
HI
1371
Harbour Investments
Wisconsin
$4.44M -$94.3K -588 -2%
ESB
1372
Essex Savings Bank
Connecticut
$4.44M +$26.5K +165 +0.6%
FCA
1373
FinTrust Capital Advisors
South Carolina
$4.41M -$173K -1,076 -4%
PIM
1374
Parker Investment Management
California
$4.41M – – –
MFA
1375
Mayflower Financial Advisors
Massachusetts
$4.39M -$244K -1,524 -6%
53 54
55
56 57