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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
751
United Asset Strategies
New York
$31.3M +$22.4M +102,996 +980%
CCM
752
CloudAlpha Capital Management
Hong Kong
$31.2M +$24.6M +113,223 New
ECM
753
Everence Capital Management
Indiana
$31.1M -$927K -4,270 -4%
MWM
754
Meridian Wealth Management
Kentucky
$30.9M +$7.74M +35,628 +47%
B
755
Bailard
California
$30.9M +$10.1M +46,326 +70%
SIM
756
Stratos Investment Management
Ohio
$30.7M +$308K +1,418 +1%
GT
757
Greenleaf Trust
Michigan
$30.7M -$1.24M -5,714 -5%
CWM
758
Compass Wealth Management
Connecticut
$30.5M -$382K -1,758 -2%
DG
759
DigitalBridge Group
Florida
$30.3M -$5.19M -23,894 -18%
WBC
760
Westpac Banking Corp
Australia
$30.3M +$1.81M +8,357 +8%
PS
761
Principal Securities
Iowa
$30.2M +$5.06M +23,284 +27%
PCA
762
Pallas Capital Advisors
Massachusetts
$30.2M -$6.66M -30,653 -22%
CDDEC
763
Caisse Des Depots Et Consignations
France
$30.2M +$68.8K +317 +0.3%
JC
764
JB Capital
Connecticut
$30M -$213K -981 -0.9%
GIM
765
Goelzer Investment Management
Indiana
$30M +$3.87M +17,826 +20%
DP
766
DDD Partners
Washington
$30M +$3.31M +15,232 +16%
CAU
767
Caxton Associates (UK)
$29.8M +$20.9M +96,148 +803%
VFM
768
Viking Fund Management
North Dakota
$29.8M -$3.26M -15,000 -12%
AWA
769
Arkadios Wealth Advisors
Georgia
$29.8M -$1.4M -6,433 -6%
IC
770
Iconiq Capital
California
$29.7M -$162K -747 -0.7%
CA
771
Clearstead Advisors
Ohio
$29.6M +$2.32M +10,689 +11%
GI
772
GLOBALT Investments
Georgia
$29.6M -$1.09M -5,016 -4%
PJSIMP
773
P.J. Schmidt Investment Management (PJS)
Wisconsin
$29.6M -$800K -3,682 -3%
WC
774
Whitney & Co
New York
$29.5M -$274K -1,260 -1%
PCM
775
Palisade Capital Management
New Jersey
$29.5M -$1.91M -8,816 -8%
29 30
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