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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
QPBE
2876
Quintet Private Bank (Europe)
Luxembourg
$186K +$147K +1,190 New
BWG
2877
Beta Wealth Group
California
$186K -$81.8K -660 -32%
VIA
2878
Virtus Investment Advisers
Connecticut
$183K -$17.3K -140 -9%
BIA
2879
Bell Investment Advisors
California
$180K +$2.48K +20 +1%
NSIM
2880
North Star Investment Management
Illinois
$180K +$11.2K +90 +7%
CAM
2881
Close Asset Management
United Kingdom
$179K -$80.5K -650 -33%
NIC
2882
Northwest Investment Counselors
Oregon
$178K +$166K +1,340 New
CSB
2883
City State Bank
Iowa
$178K – – –
FDCP
2884
Foster Dykema Cabot & Partners
Massachusetts
$170K – – –
MWM
2885
Mascoma Wealth Management
New Hampshire
$170K – – –
PCA
2886
Providence Capital Advisors
North Carolina
$168K +$3.72K +30 +2%
PWA
2887
Provenance Wealth Advisors
Florida
$158K +$114K +920 +341%
AF
2888
Arrow Financial
New York
$156K -$23.5K -190 -14%
FIA
2889
FPC Investment Advisory
California
$156K +$154K +1,240 New
PWMG
2890
Private Wealth Management Group
New Jersey
$155K -$17.3K -140 -11%
TFM
2891
TFC Financial Management
Massachusetts
$154K -$1.24K -10 -0.9%
TF
2892
Tompkins Financial
New York
$154K +$13.6K +110 +10%
CTA
2893
Colonial Trust Advisors
South Carolina
$154K +$37.2K +300 +35%
PO
2894
Private Ocean
California
$152K – – –
FSWA
2895
Financial Synergies Wealth Advisors
Texas
$152K +$42.1K +340 +42%
SC
2896
Solstein Capital
California
$148K – – –
RFG
2897
RFP Financial Group
Georgia
$147K -$14.9K -120 -10%
AFS
2898
Annapolis Financial Services
Maryland
$144K +$37.2K +300 +38%
OCM
2899
Orion Capital Management
California
$143K – – –
BBPWM
2900
Blue Bell Private Wealth Management
Pennsylvania
$142K -$12.4K -100 -9%
114 115
116
117 118