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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
1601
Sandy Spring Bank
Maryland
$310K +$30.7K +600 +9%
WFI
1602
West Family Investments
California
$309K -$409K -8,000 -53%
ZIG
1603
Zullo Investment Group
Pennsylvania
$309K -$13.8K -270 -4%
GC
1604
Gilbert & Cook
Iowa
$309K -$3.58K -70 -1%
AWM
1605
AllSquare Wealth Management
New York
$309K – – –
AL
1606
Aspiriant LLC
California
$308K +$22K +430 +7%
WDC
1607
Woodward Diversified Capital
California
$307K -$14.3K -280 -4%
DFA
1608
Delta Financial Advisors
Louisiana
$307K +$6.64K +130 +2%
QC
1609
Quent Capital
New York
$307K +$46.5K +910 +15%
TFCP
1610
Twin Focus Capital Partners
Massachusetts
$305K -$511 -10 -0.1%
CM
1611
Columbus Macro
Pennsylvania
$305K +$1.53K +30 +0.4%
HHGA
1612
Halbert Hargrove Global Advisors
California
$304K -$21.5K -420 -6%
FMWA
1613
Forvis Mazars Wealth Advisors
Missouri
$304K -$5.11K -100 -1%
MCC
1614
Malaga Cove Capital
California
$304K +$96K +1,880 +38%
BO
1615
Bank OZK
Arkansas
$301K +$8.69K +170 +3%
SPWG
1616
Sage Private Wealth Group
Illinois
$301K +$177K +3,460 +104%
WWA
1617
WC Walker & Associates
California
$301K +$334K +6,530 New
MGIM
1618
M&G Investment Management
United Kingdom
$299K +$71.7M +1,404,360 +26%
MF
1619
Manchester Financial
California
$299K +$343K +6,720 New
APA
1620
Astoria Portfolio Advisors
New York
$299K +$344K +6,730 New
WB
1621
Webster Bank
Connecticut
$298K – – –
TAM
1622
Townsend Asset Management
North Carolina
$297K -$92K -1,800 -21%
MWM
1623
Modera Wealth Management
New Jersey
$297K -$14.3K -280 -4%
WAM
1624
Wakefield Asset Management
Colorado
$297K -$1.02K -20 -0.3%
SIC
1625
Sigma Investment Counselors
Michigan
$297K +$26.6K +520 +8%
63 64
65
66 67