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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RSC
751
Red Spruce Capital
Pennsylvania
$2.56M – – –
CIP
752
Chartwell Investment Partners
Pennsylvania
$2.54M -$383K -8,280 -13%
OHIS
753
Oak Harvest Investment Services
Texas
$2.54M -$1.45M -31,410 -36%
RWM
754
RBA Wealth Management
California
$2.53M -$40.7K -880 -2%
LNWWM
755
Laird Norton Wetherby Wealth Management
California
$2.52M -$792K -17,130 -24%
PCM
756
Parsons Capital Management
Rhode Island
$2.52M +$30.1K +650 +1%
RFA
757
Reilly Financial Advisors
California
$2.52M -$198K -4,280 -7%
CAM
758
Cresset Asset Management
Illinois
$2.49M +$626K +13,540 +34%
BCV
759
Banque Cantonale Vaudoise
Switzerland
$2.48M -$553K -11,960 -18%
IWS
760
Insight Wealth Strategies
California
$2.48M +$687K +14,860 +38%
FNT
761
First National Trust
Pennsylvania
$2.47M +$1.63M +35,160 +194%
PGFC
762
Peapack-Gladstone Financial Corp
New Jersey
$2.47M +$795K +17,190 +48%
AA
763
Altman Advisors
Illinois
$2.45M -$718K -15,520 -23%
HAG
764
HighPoint Advisor Group
Illinois
$2.43M +$39.3K +850 +2%
CIP
765
Convergence Investment Partners
Florida
$2.42M -$78.2K -1,690 -3%
HIP
766
HUB Investment Partners
Texas
$2.42M +$656K +14,180 +37%
JWM
767
Jupiter Wealth Management
Colorado
$2.41M +$104K +2,250 +5%
IA
768
Icon Advisers
Colorado
$2.4M – – –
BSW
769
Buckingham Strategic Wealth
Missouri
$2.4M -$175K -3,790 -7%
WCM
770
Wunderlich Capital Managemnt
Tennessee
$2.4M -$40.7K -880 -2%
BWM
771
BerganKDV Wealth Management
Minnesota
$2.38M -$130K -2,820 -5%
TFS
772
Thoroughbred Financial Services
Tennessee
$2.38M +$111K +2,390 +5%
AIA
773
Affinity Investment Advisors
California
$2.37M +$307K +6,630 +15%
GVAG
774
Great Valley Advisor Group
Delaware
$2.36M +$56K +1,210 +2%
SS
775
Simplicity Solutions
Minnesota
$2.36M -$57.8K -1,250 -2%
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