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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
776
Appleton Partners
Massachusetts
$41.4M -$1.77M -4,940 -4%
CA
777
Clearstead Advisors
Ohio
$41.3M +$8.91M +24,927 +26%
KWM
778
Kingsview Wealth Management
Oregon
$41.2M +$1.59M +4,457 +4%
FISPB
779
Fideuram - Intesa Sanpaolo Private Banking
$41.2M +$42.5M +118,965 New
EWA
780
Exencial Wealth Advisors
Oklahoma
$41.1M -$5.37M -15,008 -11%
JMFC
781
J.M. Forbes & Co
Massachusetts
$41.1M +$333K +930 +0.8%
BFA
782
Bragg Financial Advisors
North Carolina
$41M -$2.53M -7,085 -6%
SLI
783
Sumitomo Life Insurance
Japan
$40.8M -$4.53M -12,668 -10%
WP
784
Waycross Partners
Kentucky
$40.7M -$8.45M -23,623 -17%
CIC
785
Crawford Investment Counsel
Georgia
$40.6M -$2.85M -7,956 -6%
VWM
786
Venturi Wealth Management
Texas
$40.4M +$639K +1,787 +2%
PTC
787
Philadelphia Trust Company
Pennsylvania
$40.4M -$3.28M -9,167 -7%
FHC
788
First Horizon Corporation
Tennessee
$40.2M -$2.16M -6,027 -5%
MWM
789
Mission Wealth Management
California
$40.2M -$2.18M -6,092 -5%
MMA
790
Mizuho Markets Americas
New York
$40.1M +$41.5M +116,000 New
PGAM
791
Princeton Global Asset Management
New Jersey
$40.1M -$421K -1,178 -1%
CF
792
Cypress Funds
California
$40.1M -$10.4M -29,088 -20%
CUAMC
793
China Universal Asset Management Company
China
$39.9M -$11.5M -32,178 -22%
MAS
794
Meeder Advisory Services
Ohio
$39.7M +$1.33M +3,725 +3%
ANBT
795
American National Bank & Trust
Texas
$39.6M +$583K +1,631 +1%
LFAS
796
Level Four Advisory Services
Texas
$39.5M +$387K +1,082 +1%
OMC
797
Overbrook Management Corp
New York
$39.4M +$5.23M +14,634 +15%
PS
798
Principal Securities
Iowa
$39.2M +$2.46M +6,875 +6%
NGA
799
Naples Global Advisors
Florida
$38.9M -$2.58M -7,226 -6%
GT
800
Greenleaf Trust
Michigan
$38.7M +$174K +487 +0.4%
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