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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
651
AIA Group
Hong Kong
$6.2M +$3.3M +55,590 +130%
LNC
652
Lincoln National Corp
Pennsylvania
$6.18M +$58.8K +990 +1%
SCP
653
Shorepoint Capital Partners
Massachusetts
$6.15M -$493K -8,300 -8%
DY
654
Dowling & Yahnke
California
$6.13M +$347K +5,840 +6%
BPM
655
Bowling Portfolio Management
Ohio
$6.13M -$35K -590 -0.6%
IAA
656
Independent Advisor Alliance
North Carolina
$6.12M +$1.17M +19,690 +25%
MCWS
657
McKinley Carter Wealth Services
West Virginia
$6.07M +$1.07M +18,080 +23%
BAM
658
Belpointe Asset Management
Nevada
$6.06M +$830K +13,980 +17%
MMC
659
Mizuho Markets Cayman
Cayman Islands
$6M -$940K -15,820 -14%
CA
660
Cetera Advisors
Colorado
$6M +$109K +1,840 +2%
EAM
661
EULAV Asset Management
Florida
$5.99M -$2.37M -39,930 -30%
ZIG
662
Zurich Insurance Group
Switzerland
$5.98M – – –
PMAM
663
Picton Mahoney Asset Management
Ontario, Canada
$5.95M +$5.61M +94,500 New
MWM
664
Marietta Wealth Management
Georgia
$5.94M -$235K -3,950 -4%
IMOV
665
Investment Management of Virginia
Virginia
$5.93M -$355K -5,970 -6%
NFC
666
Northeast Financial Consultants
Connecticut
$5.9M +$44.5K +750 +0.8%
GT
667
Greenleaf Trust
Michigan
$5.9M +$530K +8,930 +11%
CM
668
Crestline Management
Texas
$5.84M +$59.4K +1,000 +1%
RMC
669
Resources Management Corp
Connecticut
$5.82M +$30.3K +510 +0.6%
CAM
670
Cresset Asset Management
Illinois
$5.82M -$2.77M -46,580 -34%
MA
671
Mutual Advisors
Nebraska
$5.8M -$22K -370 -0.4%
MCM
672
Mitchell Capital Management
Kansas
$5.78M +$51.7K +870 +1%
CS
673
Comerica Securities
Michigan
$5.77M +$217K +3,650 +4%
GC
674
Grimes & Company
Massachusetts
$5.77M +$453K +7,620 +9%
SSG
675
Summit Securities Group
New York
$5.7M -$2.32M -39,110 -30%
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