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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DT
551
Diversified Trust
Tennessee
$13.9M -$319K -3,680 -2%
BCI
552
Brinker Capital Investments
Pennsylvania
$13.8M -$3.85M -44,420 -21%
OPS
553
Orion Portfolio Solutions
Nebraska
$13.8M -$3.85M -44,420 -21%
WAOTB
554
Wealth Advisors of Tampa Bay
Florida
$13.7M +$6.91M +79,730 +94%
SCP
555
Shorepoint Capital Partners
Massachusetts
$13.6M -$16.9M -194,810 Closed
VC
556
Vestor Capital
Illinois
$13.6M -$192K -2,210 -1%
BFS
557
Bradley Foster & Sargent
Connecticut
$13.5M – – –
CAM
558
ClariVest Asset Management
California
$13.4M -$786K -9,070 -5%
BCM
559
Bridgeway Capital Management
Texas
$13.4M +$1.39M +15,990 +11%
OCMI
560
Oaktop Capital Management II
New Jersey
$13.3M – – –
MC
561
Muhlenkamp & Co
Pennsylvania
$13.3M -$68.5K -790 -0.5%
IAA
562
Independent Advisor Alliance
North Carolina
$13.2M +$2.48M +28,640 +22%
CWM
563
Calamos Wealth Management
Illinois
$13.2M -$827K -9,540 -6%
MC
564
Middleton & Co
Massachusetts
$13.2M +$260K +3,000 +2%
GCM
565
Genus Capital Management
British Columbia, Canada
$13.2M -$979K -11,290 -7%
SIMG
566
Sonora Investment Management Group
Arizona
$13.1M +$30.3K +350 +0.2%
CWP
567
Cyndeo Wealth Partners
Florida
$13M +$132K +1,520 +1%
ELC
568
Edgar Lomax Company
Virginia
$13M -$223K -2,570 -2%
VI
569
Vestcor Inc
New Brunswick, Canada
$13M -$1.14M -13,110 -8%
MPWT
570
MassMutual Private Wealth & Trust
Connecticut
$12.8M -$1.08M -12,460 -7%
SAM
571
Strategy Asset Managers
California
$12.8M -$1.06M -12,220 -7%
CAL
572
Capital Analysts LLC
Pennsylvania
$12.8M +$11.3K +130 +0.1%
JMFC
573
J.M. Forbes & Co
Massachusetts
$12.7M -$3.19M -36,830 -19%
BCM
574
Barometer Capital Management
Ontario, Canada
$12.7M +$527K +6,080 +4%
AAS
575
Avantax Advisory Services
Texas
$12.7M +$662K +7,640 +5%
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