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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SBF
1701
Sara-Bay Financial
Florida
$283K +$239K +4,250 New
AG
1702
Ascent Group
Virginia
$283K +$298K +5,300 New
BSB
1703
Bangor Savings Bank
Maine
$282K +$2.81K +50 +1%
GWS
1704
Glassman Wealth Services
Virginia
$281K -$17.4K -310 -7%
DU
1705
Delphia (USA)
Ontario, Canada
$280K +$237K +4,210 New
SIC
1706
Salem Investment Counselors
North Carolina
$278K -$562 -10 -0.2%
JCM
1707
Jacobi Capital Management
Pennsylvania
$278K +$4.5K +80 +2%
IP
1708
Ignite Planners
California
$278K +$270K +4,800 New
IFG
1709
Investors Financial Group
Minnesota
$277K -$5.62K -100 -2%
MWM
1710
Meridian Wealth Management
Kentucky
$277K +$1.69K +30 +0.7%
CCA
1711
Cottonwood Capital Advisors
Utah
$277K +$234K +4,170 New
MSAM
1712
Moloney Securities Asset Management
Missouri
$277K +$234K +4,170 New
EIM
1713
Essex Investment Management
Massachusetts
$276K – – –
UL
1714
Unionview LLC
Washington
$275K +$233K +4,140 New
DFA
1715
DHJJ Financial Advisors
Illinois
$273K -$1.12K -20 -0.5%
HIIFS
1716
Harel Insurance Investments & Financial Services
Israel
$273K +$125K +2,220 +117%
GCP
1717
Gill Capital Partners
Colorado
$273K +$231K +4,110 New
KWM
1718
Kolinsky Wealth Management
New Jersey
$273K +$231K +4,110 New
MSA
1719
Marino Stram & Associates
Massachusetts
$273K +$231K +4,110 New
C
1720
Certuity
Florida
$271K -$500K -8,900 -69%
WC
1721
Wexford Capital
Florida
$271K +$229K +4,080 New
ABC
1722
Associated Banc-Corp
Wisconsin
$270K +$228K +4,060 New
SSW
1723
Smith Shellnut Wilson
Mississippi
$269K +$227K +4,040 New
FCBT
1724
First Citizens Bank & Trust
North Carolina
$269K +$228K +4,050 New
PP
1725
PrairieView Partners
Minnesota
$268K +$227K +4,030 New
67 68
69
70 71