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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
701
Montag & Associates
Georgia
$3.4M -$652K -13,400 -16%
WOC
702
West Oak Capital
California
$3.39M -$29.2K -600 -0.8%
CCT
703
Capital City Trust
Florida
$3.39M +$202K +4,160 +6%
RWB
704
RMR Wealth Builders
New Jersey
$3.39M +$973 +20 +0%
VVP
705
Venture Visionary Partners
Ohio
$3.39M +$102K +2,100 +3%
MCWS
706
McKinley Carter Wealth Services
West Virginia
$3.38M +$3.39M +69,670 New
PFO
707
Pathstone Family Office
New Jersey
$3.35M +$1.06M +21,850 +46%
APA
708
American Portfolios Advisors
New York
$3.31M +$205K +4,210 +7%
RFC
709
Regions Financial Corp
Alabama
$3.31M +$3.4K +70 +0.1%
CAM
710
Cresset Asset Management
Illinois
$3.3M +$350K +7,200 +12%
AAF
711
Andra AP-fonden
Sweden
$3.3M – – –
SS
712
Simplicity Solutions
Minnesota
$3.27M +$415K +8,540 +14%
FRA
713
Front Row Advisors
California
$3.26M -$486 -10 -0%
MC
714
Maverick Capital
Texas
$3.25M +$3.26M +66,950 New
ISWM
715
Independent Solutions Wealth Management
New York
$3.23M +$116K +2,390 +4%
CCM
716
Canal Capital Management
Virginia
$3.23M -$24.3K -500 -0.7%
LTI
717
Laffer Tengler Investments
Tennessee
$3.22M +$392K +8,070 +14%
TAM
718
Tealwood Asset Management
Minnesota
$3.21M +$3.22M +66,230 New
LSA
719
L & S Advisors
California
$3.2M -$56.4K -1,160 -2%
FFG
720
Fortem Financial Group
California
$3.19M +$66.1K +1,360 +2%
HWAM
721
Hennion & Walsh Asset Management
New Jersey
$3.19M -$227K -4,670 -7%
BRWM
722
B. Riley Wealth Management
Tennessee
$3.16M +$55.4K +1,140 +2%
SPC
723
Sigma Planning Corp
Michigan
$3.15M -$45.2K -930 -1%
CIC
724
Carnegie Investment Counsel
Ohio
$3.14M +$40.4K +830 +1%
MAM
725
Morse Asset Management
Connecticut
$3.14M +$416K +8,550 +15%
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