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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
701
Congress Wealth Management
Massachusetts
$11.4M +$1.37M +14,440 +16%
SAM
702
Sycomore Asset Management
France
$11.4M +$1.87M +19,790 +24%
IWC
703
Integrated Wealth Concepts
Massachusetts
$11.4M +$1.4M +14,740 +17%
ANBT
704
American National Bank & Trust
Texas
$11.3M +$66.3K +700 +0.7%
CA
705
CSM Advisors
Pennsylvania
$11.3M +$9.6M +101,420 New
GIM
706
Goelzer Investment Management
Indiana
$11.3M +$11.4K +120 +0.1%
MWM
707
Meridian Wealth Management
Kentucky
$11.3M +$4.49M +47,460 +86%
HWM
708
Hohimer Wealth Management
Washington
$11.3M -$82.4K -870 -0.9%
LBC
709
Lowe Brockenbrough & Co
Virginia
$11.3M -$4.75M -50,170 -33%
CCB
710
Country Club Bank
Missouri
$11.2M -$153K -1,620 -2%
CCT
711
Capital City Trust
Florida
$11.2M +$811K +8,560 +9%
AAM
712
Aureus Asset Management
Massachusetts
$11.1M -$158K -1,670 -2%
SBIA
713
Sheaff Brock Investment Advisors
Indiana
$11.1M -$2.12M -22,380 -18%
PWM
714
Perigon Wealth Management
California
$11.1M +$105K +1,110 +1%
VVP
715
Venture Visionary Partners
Ohio
$11M -$129K -1,360 -1%
SIC
716
SFE Investment Counsel
California
$11M -$528K -5,580 -5%
OHIS
717
Oak Harvest Investment Services
Texas
$11M -$148K -1,560 -2%
BFM
718
Boston Financial Management
Massachusetts
$11M +$140K +1,480 +2%
FDCDDQ
719
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11M +$3M +31,720 +48%
FFWA
720
FRG Family Wealth Advisors
Washington
$10.9M +$37.9K +400 +0.4%
KOCAA
721
Knights of Columbus Asset Advisors
Connecticut
$10.9M +$674K +7,120 +8%
ECML
722
Eagle Capital Management (Louisiana)
Louisiana
$10.9M -$305K -3,220 -3%
SCTC
723
Sanibel Captiva Trust Company
Florida
$10.8M +$9.17M +96,880 New
ATPW
724
Ashton Thomas Private Wealth
Arizona
$10.8M +$100K +1,060 +1%
FTDI
725
First Trust Direct Indexing
Massachusetts
$10.8M +$1.84M +19,480 +25%
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