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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2076
Arjuna Capital
North Carolina
– -$256K -4,070 Closed
JLBC
2077
J.L. Bainbridge & Co
Florida
– -$256K -4,060 Closed
SSW
2078
Smith Shellnut Wilson
Mississippi
– -$254K -4,040 Closed
HL
2079
HeadInvest LLC
Maine
– -$254K -4,030 Closed
HFG
2080
Heron Financial Group
New York
– -$254K -4,030 Closed
RB
2081
Renasant Bank
Mississippi
– -$253K -4,010 Closed
UL
2082
Unionview LLC
Washington
– -$253K -4,010 Closed
WDG
2083
Wealth Dimensions Group
Ohio
– -$249K -3,960 Closed
DTC
2084
Davidson Trust Company
Washington
– -$249K -3,950 Closed
RFP
2085
Roth Financial Partners
Texas
– -$249K -3,950 Closed
CWM
2086
Circle Wealth Management
New Jersey
– -$246K -3,910 Closed
RFN
2087
Redwood Financial Network
Ohio
– -$246K -3,900 Closed
UF
2088
Univest Financial
Pennsylvania
– -$244K -3,870 Closed
BB
2089
Berkshire Bank
Massachusetts
– -$241K -3,830 Closed
RWI
2090
Red Wave Investments
Pennsylvania
– -$240K -3,810 Closed
MSS
2091
Mitchell Sinkler & Starr
Pennsylvania
– -$239K -3,800 Closed
SAF
2092
Smith Anglin Financial
Texas
– -$240K -3,800 Closed
CWA
2093
Clarity Wealth Advisors
California
– -$238K -3,780 Closed
TAM
2094
Trillium Asset Management
Massachusetts
– -$238K -3,780 Closed
MSAM
2095
Moloney Securities Asset Management
Missouri
– -$235K -3,730 Closed
FWTB
2096
First Western Trust Bank
Colorado
– -$206K -3,670 Closed
LMKC
2097
L.M. Kohn & Company
Ohio
– -$231K -3,670 Closed
PWM
2098
PRW Wealth Management
Massachusetts
– -$231K -3,670 Closed
GSIS
2099
Global Strategic Investment Solutions
Arizona
– -$230K -3,660 Closed
MF
2100
Manchester Financial
California
– -$229K -3,640 Closed
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84
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