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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2201
Cabot Wealth Management
Massachusetts
$3.38M +$453K +1,376 +14%
KIM
2202
Kane Investment Management
California
$3.38M -$401K -1,218 -10%
CP
2203
Canopy Partners
Ohio
$3.38M -$19.7K -60 -0.5%
TFA
2204
Trinity Financial Advisors
Ohio
$3.38M -$77.3K -235 -2%
GCP
2205
GSA Capital Partners
United Kingdom
$3.38M +$1.54M +4,693 +75%
LCWM
2206
Legacy Capital Wealth Management
Texas
$3.37M +$95.8K +291 +3%
AGWCA
2207
Annis Gardner Whiting Capital Advisors
Florida
$3.37M -$237K -719 -6%
SBWIC
2208
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.36M +$879K +2,671 +33%
WMA
2209
Wealth Management Associates
New Jersey
$3.36M +$154K +467 +4%
EA
2210
Emerald Advisers
Pennsylvania
$3.35M – – –
AWP
2211
Abacus Wealth Partners
California
$3.35M +$165K +502 +5%
PCA
2212
Peddock Capital Advisors
Massachusetts
$3.32M -$40.8K -124 -1%
PCH
2213
PGIM Custom Harvest
New Jersey
$3.32M +$715K +2,173 +25%
PAM
2214
Paradigm Asset Management
New York
$3.31M – – –
DOA
2215
D'Orazio & Associates
Virginia
$3.3M +$540K +1,640 +18%
WWM
2216
Whalen Wealth Management
Nevada
$3.29M +$658K +1,999 +23%
AMG
2217
Advisors Management Group
Wisconsin
$3.28M -$947K -2,879 -21%
LCM
2218
Lazari Capital Management
California
$3.27M -$5.26K -16 -0.2%
AFC
2219
AFT Forsyth & Company
Florida
$3.27M -$13.2K -40 -0.4%
WMP
2220
Wealth Management Partners
Arizona
$3.27M -$24K -73 -0.7%
AWA
2221
Artemis Wealth Advisors
New York
$3.27M -$1.96M -5,942 -36%
AC
2222
Apella Capital
Connecticut
$3.26M +$696K +2,115 +36%
CP
2223
Clarendon Private
Massachusetts
$3.26M +$397K +1,207 +13%
WPP
2224
Whalerock Point Partners
Rhode Island
$3.24M +$337K +1,025 +11%
SWK
2225
Stephen W. Kidder
$3.24M +$1.69M +5,146 +97%
87 88
89
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