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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
776
Appleton Partners
Massachusetts
$36.7M -$299K -910 -0.8%
SG
777
Sienna Gestion
France
$36.5M -$4.86M -14,778 -11%
CWP
778
Capital Wealth Planning
Florida
$36.1M +$10.4M +31,608 +37%
AF
779
Alerus Financial
North Dakota
$36.1M -$1.31M -3,973 -3%
BFA
780
Bragg Financial Advisors
North Carolina
$36.1M -$550K -1,670 -1%
LFAS
781
Level Four Advisory Services
Texas
$36.1M +$796K +2,420 +2%
PGAM
782
Princeton Global Asset Management
New Jersey
$36.1M +$235K +715 +0.6%
WI
783
Wahed Invest
New York
$36M +$38.3M +116,280 New
CWG
784
Cornerstone Wealth Group
North Carolina
$35.8M -$666K -2,025 -2%
PIM
785
Plato Investment Management
Australia
$35.8M +$1.93M +5,875 +5%
MAS
786
Meeder Advisory Services
Ohio
$35.7M +$218K +662 +0.6%
VWM
787
Valley Wealth Managers
New Jersey
$35.6M -$7.04M -21,408 -16%
DWM
788
Dakota Wealth Management
Florida
$35.6M -$10.7M -32,453 -22%
ANBT
789
American National Bank & Trust
Texas
$35.6M +$141K +428 +0.4%
CW
790
CreativeOne Wealth
Kansas
$35.5M +$1.34M +4,078 +4%
CIC
791
Crawford Investment Counsel
Georgia
$35.5M -$839K -2,550 -2%
EDRH
792
Edmond de Rothschild Holding
Switzerland
$35.5M -$4.51M -13,704 -11%
OHIS
793
Oak Harvest Investment Services
Texas
$35.3M +$14M +42,542 +59%
GT
794
Greenleaf Trust
Michigan
$35.2M +$559K +1,700 +2%
CIA
795
Covington Investment Advisors
Pennsylvania
$35.1M -$3.02M -9,185 -7%
OMC
796
Overbrook Management Corp
New York
$35M -$269K -818 -0.7%
FFM
797
Fullerton Fund Management
Singapore
$34.8M -$101M -306,346 -73%
NGA
798
Naples Global Advisors
Florida
$34.8M -$75.4K -229 -0.2%
SCP
799
Sandhill Capital Partners
New York
$34.7M +$23.6M +71,832 +178%
SCTC
800
Sanibel Captiva Trust Company
Florida
$34.7M +$2.42M +7,354 +7%
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