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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
651
Wealthspire Advisors (Maryland)
Maryland
$1.13M +$297K +11,430 +35%
BCM
652
Bayesian Capital Management
New York
$1.13M +$1.14M +44,000 New
CF
653
Centaurus Financial
California
$1.11M +$1.12M +43,220 New
1SB
654
1ST Source Bank
Indiana
$1.1M +$146K +5,600 +15%
MCM
655
MAI Capital Management
Ohio
$1.1M +$1.11M +42,790 New
IB
656
Intrust Bank
Kansas
$1.09M +$96.2K +3,700 +10%
BFEC
657
Benjamin F. Edwards & Company
Missouri
$1.08M +$229K +8,820 +26%
FA
658
FMA Advisory
Pennsylvania
$1.06M +$1.07M +41,170 New
GT
659
Greenleaf Trust
Michigan
$1.05M +$30.9K +1,190 +3%
CANY
660
Caxton Associates (New York)
New York
$1.05M +$539K +20,740 +104%
CWM
661
Confluence Wealth Management
Oregon
$1.04M -$52K -2,000 -5%
ARMT
662
Amica Retiree Medical Trust
Rhode Island
$1.03M – – –
HFS
663
HL Financial Services
Kentucky
$1.03M +$1.56K +60 +0.1%
AWP
664
Ascent Wealth Partners
New York
$1.03M -$416K -16,020 -29%
AAP
665
Ardsley Advisory Partners
Connecticut
$1.03M +$1.04M +40,000 New
RA
666
RiverPark Advisors
New York
$1.03M -$286K -11,000 -22%
YMRC
667
Yorktown Management & Research Company
Virginia
$1.03M +$1.04M +40,000 New
BO
668
Bank OZK
Arkansas
$1.02M +$7.02K +270 +0.7%
P
669
Pitcairn
Pennsylvania
$1.02M +$21.6K +830 +2%
LMAM
670
Legg Mason Asset Management
Japan
$1M +$1.01M +39,000 New
BTNA
671
Bremer Trust National Association
Minnesota
$993K +$78K +3,000 +8%
BIM
672
Bridges Investment Management
Nebraska
$985K +$122K +4,700 +14%
RFC
673
Regions Financial Corp
Alabama
$975K +$118K +4,530 +14%
NI
674
Numeric Investors
Massachusetts
$974K +$458K +17,600 +87%
BBCM
675
Boardman Bay Capital Management
New York
$969K -$6.39M -245,920 -87%
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