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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
576
Empowered Funds
Pennsylvania
$29.3M +$3.89M +27,740 +18%
IAA
577
Independent Advisor Alliance
North Carolina
$29.2M +$1.58M +11,280 +7%
JCM
578
Janney Capital Management
Pennsylvania
$29.1M -$1.09M -7,790 -4%
AWM
579
Apollon Wealth Management
South Carolina
$29.1M +$687K +4,900 +3%
EIA
580
Edgemoor Investment Advisors
Maryland
$29M -$92.5K -660 -0.4%
AWAG
581
ARS Wealth Advisors Group
Florida
$29M -$163K -1,160 -0.6%
M
582
MOTCO
Texas
$29M -$1.8M -12,840 -7%
BCAM
583
Boston Common Asset Management
Massachusetts
$28.9M -$1.38M -9,820 -5%
WHGC
584
Wealth High Governance Capital
Brazil
$28.9M +$2.8M +20,000 +13%
CIC
585
Carnegie Investment Counsel
Ohio
$28.8M +$1.16M +8,290 +5%
AWM
586
Axxcess Wealth Management
California
$28.8M -$2.01M -14,350 -7%
AP
587
Appleton Partners
Massachusetts
$28.8M -$1.53M -10,910 -6%
VLKIM
588
Van Lanschot Kempen Investment Management
Netherlands
$28.7M +$14M +99,830 +127%
ACM
589
Aquatic Capital Management
Illinois
$28.6M +$17M +121,100 +212%
DP
590
DDD Partners
Washington
$28.6M +$85.5K +610 +0.3%
OA
591
Oak Associates
Ohio
$28.6M – – –
CA
592
Cornerstone Advisors
North Carolina
$28.4M -$140K -1,000 -0.6%
BFIM
593
Beese Fulmer Investment Management
Ohio
$28.4M +$126K +900 +0.5%
AWS
594
Atria Wealth Solutions
New York
$28.3M +$810K +5,780 +3%
TA
595
TruWealth Advisors
Louisiana
$28.3M +$4.37M +31,170 +21%
ERIC
596
Eagle Rock Investment Company
Georgia
$28.3M -$1.73M -12,350 -7%
BCI
597
Brinker Capital Investments
Pennsylvania
$28.3M +$60.3K +430 +0.2%
OPS
598
Orion Portfolio Solutions
Nebraska
$28.3M +$60.3K +430 +0.2%
CCM
599
Carmel Capital Management
California
$28.2M -$1.52M -10,870 -6%
PTC
600
Philadelphia Trust Company
Pennsylvania
$28.1M -$303K -2,160 -1%
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