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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1701
Cerity Partners OCIO
New York
$256K +$89.2K +1,590 +43%
YIA
1702
YHB Investment Advisors
Connecticut
$254K – – –
TIA
1703
Tiemann Investment Advisors
California
$254K +$16.8K +300 +6%
HCM
1704
Howland Capital Management
Massachusetts
$254K +$84.8K +1,510 +41%
T
1705
TNF
Montana
$252K -$87K -1,550 -24%
PPP
1706
Private Portfolio Partners
New Jersey
$252K +$8.42K +150 +3%
PNAA
1707
Pictet North America Advisors
Switzerland
$250K +$288K +5,140 New
LL
1708
LPWM LLC
Minnesota
$249K – – –
NWM
1709
Northcape Wealth Management
New York
$249K +$12.3K +220 +4%
MAM
1710
Madison Asset Management
Wisconsin
$248K -$41.5K -740 -13%
FSA
1711
Fort Sheridan Advisors
Illinois
$248K -$25.3K -450 -8%
PPG
1712
Peak Planning Group
Colorado
$247K +$286K +5,090 New
WCA
1713
Waypoint Capital Advisors
Minnesota
$247K -$49.4K -880 -15%
AWM
1714
Atticus Wealth Management
Florida
$247K -$19.1K -340 -6%
SIC
1715
Samalin Investment Counsel
New York
$244K +$561 +10 +0.2%
VC
1716
Veracity Capital
Georgia
$243K -$4.49K -80 -2%
EL
1717
ERN LLC
Delaware
$243K +$281K +5,000 New
SFO
1718
Stokes Family Office
Louisiana
$242K -$561 -10 -0.2%
TWM
1719
Titus Wealth Management
California
$242K +$280K +4,990 New
NPT
1720
Nixon Peabody Trust
Massachusetts
$240K – – –
OWM
1721
OneAscent Wealth Management
Alabama
$240K +$18.5K +330 +7%
AWM
1722
Aprio Wealth Management
Georgia
$240K +$277K +4,940 New
MCC
1723
Malaga Cove Capital
California
$240K +$278K +4,960 New
HLOC
1724
H.L. Ormond & Company
North Carolina
$239K -$183K -3,260 -40%
GM
1725
GeoWealth Management
Illinois
$239K -$182K -3,240 -39%
67 68
69
70 71