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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1801
TFB Advisors
Kansas
$269K +$241K +4,810 New
MWAM
1802
Manhattan West Asset Management
California
$268K -$89.8K -1,790 -27%
PI
1803
Parkside Investments
Illinois
$268K -$52.6K -1,050 -18%
AWM
1804
Aevitas Wealth Management
Massachusetts
$268K +$240K +4,790 New
CCFCSB
1805
Cape Cod Five Cents Savings Bank
Massachusetts
$267K +$501 +10 +0.2%
DWA
1806
Douglass Winthrop Advisors
New York
$267K – – –
OFG
1807
Oxford Financial Group
Indiana
$267K +$239K +4,770 New
GCM
1808
Gladius Capital Management
Illinois
$266K -$2.22M -44,190 -90%
BAM
1809
Byrne Asset Management
New Jersey
$264K +$5.51K +110 +2%
SQA
1810
Simon Quick Advisors
New Jersey
$263K +$236K +4,710 New
RSWM
1811
Robertson Stephens Wealth Management
California
$263K – – –
VCM
1812
Virtue Capital Management
Tennessee
$263K +$236K +4,700 New
BB
1813
Berkshire Bank
Massachusetts
$262K +$235K +4,690 New
TWM
1814
Thrive Wealth Management
Pennsylvania
$262K +$235K +4,690 New
V
1815
VeraBank
Texas
$262K +$2.51K +50 +1%
WFA
1816
WMG Financial Advisors
Tennessee
$262K -$501 -10 -0.2%
FSA
1817
Financial Sense Advisors
California
$261K -$20.1K -400 -8%
TCM
1818
Telos Capital Management
California
$261K +$234K +4,670 New
CFD
1819
Creative Financial Designs
Indiana
$261K – – –
AFG
1820
Allegheny Financial Group
Pennsylvania
$261K +$501 +10 +0.2%
M
1821
Mirova
France
$259K -$1.05M -21,030 -82%
PWM
1822
Prentice Wealth Management
New York
$259K +$232K +4,630 New
SWM
1823
Seed Wealth Management
Illinois
$259K +$232K +4,630 New
SLG
1824
Stanley-Laman Group
Pennsylvania
$259K +$232K +4,630 New
AC
1825
Arjuna Capital
North Carolina
$256K +$230K +4,580 New
71 72
73
74 75