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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1401
Kanawha Capital Management
Virginia
$4.23M +$264K +1,647 +7%
FI
1402
Finivi Inc
Massachusetts
$4.22M +$30.1K +188 +0.8%
TAM
1403
Tealwood Asset Management
Minnesota
$4.22M -$76K -474 -2%
BTW
1404
Boston Trust Walden
Massachusetts
$4.21M – – –
MIP
1405
Marietta Investment Partners
Wisconsin
$4.21M +$1.51M +9,410 +63%
SACTSONJ
1406
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.21M -$529K -3,300 -12%
CSD
1407
Clear Street Derivatives
New York
$4.21M +$3.91M +24,400 New
GDP
1408
Great Diamond Partners
Maine
$4.21M -$574K -3,583 -13%
BJL
1409
Brighton Jones LLC
Washington
$4.2M -$70.4K -439 -2%
GPA
1410
Guerra Pan Advisors
New Jersey
$4.2M – – –
BAM
1411
Berkshire Asset Management
Pennsylvania
$4.2M -$3.77M -23,535 -90%
CCP
1412
Cunning Capital Partners
North Carolina
$4.19M – – –
AIM
1413
Aurora Investment Managers
Florida
$4.18M -$263K -1,642 -6%
SPW
1414
Surience Private Wealth
Washington
$4.17M +$3.88M +24,179 New
LC
1415
LCNB Corp
Ohio
$4.17M -$293K -1,825 -7%
RWM
1416
Rockline Wealth Management
New York
$4.17M +$227K +1,419 +6%
FFS
1417
Founders Financial Securities
Maryland
$4.17M -$200K -1,248 -5%
FDS
1418
Freedom Day Solutions
Texas
$4.15M -$25.2K -157 -0.6%
IFWM
1419
Institute for Wealth Management
Colorado
$4.15M +$24K +150 +0.6%
GIM
1420
Groesbeck Investment Management
New Jersey
$4.15M -$489K -3,050 -11%
WIM
1421
Westside Investment Management
California
$4.14M -$18.4K -115 -0.4%
CCM
1422
Cinctive Capital Management
New York
$4.12M +$1.24M +7,764 +48%
EFG
1423
Everhart Financial Group
Ohio
$4.12M +$520K +3,242 +16%
MIS
1424
Morningstar Investment Services
Illinois
$4.11M +$393K +2,453 +11%
AIM
1425
Anchor Investment Management
South Carolina
$4.11M +$388K +2,419 +11%
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