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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1851
Bangor Savings Bank
Maine
$242K – – –
OBGC
1852
O'Brien Greene & Co
Pennsylvania
$242K +$217K +4,330 New
SAM
1853
Secure Asset Management
Michigan
$241K -$25.1K -500 -10%
FWM
1854
Finer Wealth Management
Massachusetts
$239K +$215K +4,280 New
KWM
1855
Kolinsky Wealth Management
New Jersey
$239K +$215K +4,280 New
LMKC
1856
L.M. Kohn & Company
Ohio
$239K +$214K +4,270 New
MSAM
1857
Moloney Securities Asset Management
Missouri
$238K +$214K +4,260 New
RZH
1858
Relyea Zuckerberg Hanson
Connecticut
$238K +$214K +4,260 New
SA
1859
Syntax Advisors
New York
$237K -$20.6K -410 -9%
VCG
1860
Vantage Consulting Group
Virginia
$237K -$20.6K -410 -9%
TWA
1861
Talisman Wealth Advisors
New Jersey
$236K +$212K +4,220 New
RIM
1862
RW Investment Management
Idaho
$236K +$212K +4,220 New
C
1863
Covestor
United Kingdom
$235K +$15K +300 +8%
KCFA
1864
Key Client Fiduciary Advisors
New Jersey
$235K +$211K +4,200 New
HIF
1865
Hill Island Financial
Michigan
$234K +$210K +4,190 New
SCM
1866
Sandler Capital Management
New York
$234K +$210K +4,190 New
GCP
1867
Gill Capital Partners
Colorado
$231K +$208K +4,140 New
GA
1868
Goldstein Advisors
Wisconsin
$229K +$206K +4,100 New
APG
1869
Abacus Planning Group
South Carolina
$229K +$205K +4,090 New
AWM
1870
Aprio Wealth Management
Georgia
$227K +$204K +4,060 New
JLBC
1871
J.L. Bainbridge & Co
Florida
$227K +$204K +4,060 New
RC
1872
Roundview Capital
New Jersey
$227K +$204K +4,060 New
HL
1873
HeadInvest LLC
Maine
$226K +$203K +4,040 New
LAM
1874
Lifestyle Asset Management
Texas
$226K +$203K +4,040 New
SSW
1875
Smith Shellnut Wilson
Mississippi
$226K +$203K +4,040 New
73 74
75
76 77