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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
Moran Wealth Management
Florida
$66M -$5.81M -14,489 -8%
CSUI
652
Cincinnati Specialty Underwriters Insurance
Ohio
$65.8M -$3.27M -8,150 -4%
SCA
653
Stillwater Capital Advisors
Pennsylvania
$65.7M -$695K -1,733 -1%
SC
654
Savant Capital
Illinois
$65.5M +$32.5M +81,176 +97%
DDC
655
DF Dent & Co
Maryland
$64.9M -$9.47M -23,629 -12%
DWP
656
Daymark Wealth Partners
Ohio
$64.8M +$11.4M +28,364 +20%
SEP
657
Soma Equity Partners
California
$64.5M +$68.5M +170,762 New
CWP
658
Cyndeo Wealth Partners
Florida
$64.5M +$294K +733 +0.4%
CCC
659
Cable Car Capital
California
$64.4M +$68.4M +170,600 New
SWM
660
Segment Wealth Management
Texas
$64.1M -$1.03M -2,564 -1%
DIA
661
Dana Investment Advisors
Wisconsin
$63.5M -$2.18M -5,426 -3%
AFG
662
Atomi Financial Group
New York
$63.4M +$13.8M +34,514 +26%
FFM
663
Fisher Funds Management
New Zealand
$62.9M -$7.18M -17,911 -10%
AC
664
Addenda Capital
Quebec, Canada
$62.9M -$314K -783 -0.5%
EIA
665
Edgemoor Investment Advisors
Maryland
$62.7M -$70.2K -175 -0.1%
SFM
666
Soros Fund Management
New York
$62.4M +$4.07M +10,139 +7%
BFIM
667
Beese Fulmer Investment Management
Ohio
$62.2M -$1.48M -3,698 -2%
SCM
668
Sterling Capital Management
North Carolina
$62M +$2.39M +5,952 +4%
BCP
669
Blue Chip Partners
Michigan
$61.8M -$1.87M -4,670 -3%
SW
670
SteelPeak Wealth
California
$61.5M +$15.5M +38,726 +31%
MYIA
671
Mount Yale Investment Advisors
Colorado
$61.5M -$1.27M -3,171 -2%
SSWM
672
Smith Salley Wealth Management
North Carolina
$61.5M +$14.9M +37,187 +30%
SDIC
673
South Dakota Investment Council
South Dakota
$61.5M +$12.3M +30,658 +23%
SIG
674
Senator Investment Group
New York
$61.2M -$10.2M -25,507 -14%
CWM
675
Calamos Wealth Management
Illinois
$61.2M -$13.1M -32,605 -17%
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