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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
801
Adapt Investment Managers
Switzerland
$27.2M +$3.57M +16,428 +20%
EH
802
Equitable Holdings
New York
$27.2M +$4.32M +19,880 +25%
HW
803
Hedeker Wealth
Illinois
$27.2M -$342K -1,574 -2%
FGP
804
Foyston, Gordon, & Payne
Ontario, Canada
$27.1M -$384K -1,768 -2%
BP
805
Ballentine Partners
Massachusetts
$27M +$1.92M +8,859 +10%
MOS
806
MGO One Seven
Ohio
$27M -$344K -1,584 -2%
RG
807
Rathbones Group
United Kingdom
$27M +$11.4M +52,646 +116%
CA
808
Cache Advisors
California
$27M – – –
CCMIC
809
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$26.7M -$2.01M -9,245 -9%
VT
810
Vise Technologies
New York
$26.6M +$20.9M +96,421 New
SCTC
811
Sanibel Captiva Trust Company
Florida
$26.6M -$119K -546 -0.6%
GWM
812
Glass Wealth Management
Texas
$26.5M -$717K -3,301 -3%
FFWA
813
FRG Family Wealth Advisors
Washington
$26.5M +$222K +1,021 +1%
LSA
814
Leonteq Securities AG
Switzerland
$26.5M -$12.2M -56,329 -37%
NPT
815
Nixon Peabody Trust
Massachusetts
$26.4M -$268K -1,235 -1%
CCP
816
Clough Capital Partners
Massachusetts
$26.4M +$9.42M +43,370 +83%
IAN
817
Integrated Advisors Network
Texas
$26.3M +$7.45M +34,322 +56%
VVP
818
Venture Visionary Partners
Ohio
$26.3M -$2.16M -9,962 -9%
DAM
819
Deltec Asset Management
New York
$26.3M -$3.31M -15,264 -14%
CIG
820
Consolidated Investment Group
Colorado
$26.1M -$999K -4,600 -5%
GH
821
GAM Holding
Switzerland
$26.1M -$3.09M -14,220 -13%
EWA
822
EverSource Wealth Advisors
Alabama
$26M +$1.55M +7,143 +8%
VCA
823
Verdence Capital Advisors
Maryland
$26M +$2.73M +12,575 +15%
VCM
824
Voleon Capital Management
California
$25.8M +$12.2M +56,284 +150%
CF
825
Centaurus Financial
California
$25.8M +$18.7K +86 +0.1%
31 32
33
34 35