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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
M
726
MOTCO
Texas
$41.5M -$1.86M -6,061 -5%
MWM
727
Meridian Wealth Management
Kentucky
$41.4M +$4.14M +13,489 +12%
BFA
728
Bragg Financial Advisors
North Carolina
$41.4M -$1.69M -5,520 -4%
CIC
729
Crawford Investment Counsel
Georgia
$41.3M -$2.06M -6,729 -5%
ERIC
730
Eagle Rock Investment Company
Georgia
$41.2M -$2.34M -7,641 -6%
AAMU
731
APG Asset Management US
New York
$41.1M – – –
AP
732
Appleton Partners
Massachusetts
$41.1M -$3.31M -10,789 -8%
SIMG
733
Sonora Investment Management Group
Arizona
$41.1M -$621K -2,025 -2%
ATPW
734
Ashton Thomas Private Wealth
Arizona
$40.9M +$2.99M +9,738 +9%
ATC
735
Argent Trust Co
Tennessee
$40.7M +$426K +1,387 +1%
GIM
736
Generate Investment Management
New Zealand
$40.6M +$24.1M +78,463 +175%
AWA
737
Arkadios Wealth Advisors
Georgia
$40.5M +$4.55M +14,832 +14%
GI
738
GAMMA Investing
California
$40.5M +$2.34M +7,640 +7%
AL
739
Arnhold LLC
New York
$40.4M -$334K -1,089 -0.9%
FHC
740
First Horizon Corporation
Tennessee
$40.3M +$37.5M +122,292 New
MWM
741
Mission Wealth Management
California
$40.3M +$897K +2,924 +2%
GWMR
742
GC Wealth Management RIA
Massachusetts
$40.3M +$21.8M +70,989 +139%
SCM
743
SCS Capital Management
Massachusetts
$40.1M -$2.33M -7,607 -6%
KRSITF
744
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$40.1M -$1.1M -3,588 -3%
IWC
745
Integrated Wealth Concepts
Massachusetts
$39.8M +$386K +1,257 +1%
SI
746
Sava Infond
Slovenia
$39.8M -$4.53M -14,750 -11%
BCM
747
Bridgeway Capital Management
Texas
$39.8M -$2.5M -8,147 -6%
HIP
748
HUB Investment Partners
Texas
$39.5M +$6.41M +20,901 +21%
NGA
749
Naples Global Advisors
Florida
$39.5M -$303K -989 -0.8%
JMFC
750
J.M. Forbes & Co
Massachusetts
$38.8M +$340K +1,109 +1%
28 29
30
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