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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
576
Howard Capital Management
Georgia
$55.2M +$1.69M +7,763 +4%
ARAM
577
Ardmore Road Asset Management
New York
$55.1M +$43.4M +200,000 New
FSA
578
Franklin Street Advisors
North Carolina
$55.1M -$2.12M -9,744 -5%
SPC
579
Stony Point Capital
New York
$54.5M +$8.02M +36,913 +23%
CS
580
Clear Street
New York
$53.7M +$42.3M +194,642 New
GXJ
581
Global X Japan
Japan
$53.2M -$18.2M -83,787 -30%
AUB
582
Atlantic Union Bankshares
Virginia
$53.2M +$7.63M +35,160 +22%
HMC
583
Harvard Management Company
Massachusetts
$53.1M -$28M -129,000 -40%
LFG
584
Lazard Frères Gestion
France
$52.9M -$38.5M -177,136 Closed
NSLI
585
Nan Shan Life Insurance
Taiwan
$52.6M -$5.34M -24,611 -11%
LOAMS
586
Lombard Odier Asset Management (Switzerland)
Switzerland
$52.5M +$2.4M +11,034 +6%
AWM
587
Axxcess Wealth Management
California
$52.4M -$182K -837 -0.4%
GAI
588
General American Investors
New York
$52.4M – – –
CAG
589
Crestwood Advisors Group
Massachusetts
$52.2M -$279K -1,287 -0.7%
SWM
590
Segment Wealth Management
Texas
$52.2M -$1.77M -8,131 -4%
HR
591
Howe & Rusling
New York
$51.9M +$2.12M +9,766 +5%
CWP
592
Cyndeo Wealth Partners
Florida
$51.9M -$609K -2,804 -1%
AP
593
Americana Partners
Texas
$51.8M +$784K +3,609 +2%
MSR
594
Main Street Research
Connecticut
$50.9M -$17.6M -81,225 -31%
JFG
595
Jefferies Financial Group
New York
$50.3M +$36.4M +167,407 +1,118%
PIM
596
Penobscot Investment Management
Massachusetts
$50.1M -$272K -1,254 -0.7%
CP
597
Cumberland Partners
Ontario, Canada
$49.2M -$529K -2,434 -1%
CK
598
Cohen Klingenstein
New York
$48.9M – – –
CAI
599
Capital Advisors Inc
Oklahoma
$48.7M +$255K +1,174 +0.7%
CCM
600
Chilton Capital Management
Texas
$48.4M +$732K +3,369 +2%
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