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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
601
Axxcess Wealth Management
California
$61.3M -$1.32M -4,297 -2%
SWM
602
Segment Wealth Management
Texas
$61M -$1.32M -4,291 -2%
FSA
603
Franklin Street Advisors
North Carolina
$60.8M -$4.75M -15,473 -8%
CTI
604
Community Trust & Investment
Kentucky
$60.4M -$7.65M -24,943 -12%
HR
605
Howe & Rusling
New York
$59.8M -$2.13M -6,950 -4%
JFG
606
Jefferies Financial Group
New York
$59.5M -$608K -1,983 -1%
CWP
607
Cyndeo Wealth Partners
Florida
$59.3M -$2.6M -8,474 -5%
OCM
608
Oribel Capital Management
New York
$59.3M +$23.7M +77,400 +76%
SW
609
SteelPeak Wealth
California
$59.1M +$13.7M +44,576 +33%
PIM
610
Penobscot Investment Management
Massachusetts
$58.6M -$1.25M -4,084 -2%
CK
611
Cohen Klingenstein
New York
$58.6M – – –
BPWM
612
Badgley Phelps Wealth Managers
Washington
$58.3M +$12.7M +41,321 +30%
TCM
613
Traynor Capital Management
Pennsylvania
$58.2M +$10M +32,655 +23%
SC
614
Slow Capital
California
$57.7M -$7.85M -25,601 -13%
DIA
615
Dana Investment Advisors
Wisconsin
$57.3M +$1.36M +4,442 +3%
TI
616
Trexquant Investment
Connecticut
$57.1M +$1.98M +6,440 +4%
SCA
617
Snowden Capital Advisors
New York
$57M +$957K +3,119 +2%
BCP
618
Blue Chip Partners
Michigan
$56.8M -$12.8M -41,599 -19%
IWA
619
IBEX Wealth Advisors
New Jersey
$56.5M +$646K +2,107 +1%
PAS
620
Park Avenue Securities
New York
$56.3M +$1.99M +6,494 +4%
A
621
Allianz
Germany
$56.2M -$411K -1,341 -0.8%
CA
622
Cornerstone Advisors
North Carolina
$56.2M – – –
MCP
623
Meridiem Capital Partners
Texas
$56.1M +$52.2M +170,173 New
EIA
624
Edgemoor Investment Advisors
Maryland
$56.1M -$17.5K -57 -0%
JWM
625
Jackson Wealth Management
Florida
$55.9M -$192K -626 -0.4%
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