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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
701
Aviance Capital Partners
Florida
$20.4M -$216K -1,347 -1%
LFAS
702
Level Four Advisory Services
Texas
$20.4M -$265K -1,654 -1%
DF
703
DNCA Finance
France
$20.3M +$7.28M +45,400 +63%
IWC
704
Integrated Wealth Concepts
Massachusetts
$20.3M +$900K +5,611 +5%
CG
705
Caprock Group
Idaho
$20.3M +$854K +5,328 +5%
FVWA
706
Foster Victor Wealth Advisors
South Carolina
$20.1M -$134M -835,121 -89%
CIA
707
Concurrent Investment Advisors
Florida
$20.1M +$811K +5,060 +5%
PJSIMP
708
P.J. Schmidt Investment Management (PJS)
Wisconsin
$20.1M -$233K -1,451 -1%
BCMO
709
Buckingham Capital Management (Ohio)
Ohio
$20M -$1.72M -10,699 -8%
WBC
710
Westpac Banking Corp
Australia
$19.9M +$2.79M +17,434 +18%
MC
711
Miramar Capital
Illinois
$19.8M -$722K -4,503 -4%
DSC
712
Duncker Streett & Co
Missouri
$19.8M -$295K -1,838 -2%
JC
713
JB Capital
Connecticut
$19.8M -$275K -1,715 -1%
NTIC
714
Napean Trading & Investment Company
Singapore
$19.7M +$10M +62,545 +121%
SDIC
715
South Dakota Investment Council
South Dakota
$19.6M +$513K +3,200 +3%
TFS
716
Thoroughbred Financial Services
Tennessee
$19.6M -$103K -645 -0.6%
WF
717
Welch & Forbes
Massachusetts
$19.6M +$8.31M +51,830 +84%
JMFC
718
J.M. Forbes & Co
Massachusetts
$19.6M -$200K -1,250 -1%
CIG
719
Consolidated Investment Group
Colorado
$19.6M – – –
LMIM
720
Lockheed Martin Investment Management
Maryland
$19.5M +$7.13M +44,456 +65%
NP
721
Nilsine Partners
Colorado
$19.5M -$347K -2,162 -2%
ERWM
722
Elk River Wealth Management
Colorado
$19.5M +$242K +1,512 +1%
SAM
723
Sycomore Asset Management
France
$19.2M +$1.08M +6,762 +7%
SLI
724
Sumitomo Life Insurance
Japan
$19.2M +$2.37M +14,773 +15%
CM
725
Caption Management
Oklahoma
$19.1M +$17.8M +110,800 New
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