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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
801
Venturi Wealth Management
Texas
$34.7M -$1.56M -4,741 -4%
PTC
802
Philadelphia Trust Company
Pennsylvania
$34.5M -$1.74M -5,303 -5%
FHC
803
First Horizon Corporation
Tennessee
$34.5M -$1.6M -4,876 -4%
SVCP
804
Silicon Valley Capital Partners
California
$34.4M +$12.5M +37,846 +52%
MWM
805
Mission Wealth Management
California
$34.2M -$1.84M -5,590 -5%
NCM
806
Novare Capital Management
North Carolina
$34.2M -$7.31M -22,229 -17%
TAM
807
Trillium Asset Management
Massachusetts
$34.1M +$51M +155,014 +9,200%
GIM
808
Goelzer Investment Management
Indiana
$34.1M +$748K +2,274 +2%
PA
809
Parallel Advisors
California
$33.9M +$870K +2,644 +2%
WIC
810
Woodmont Investment Counsel
Tennessee
$33.8M +$155K +472 +0.4%
VFM
811
Viking Fund Management
North Dakota
$33.7M +$6.58M +20,000 +22%
JCM
812
Jag Capital Management
Missouri
$33.7M -$7.84M -23,824 -18%
ERIC
813
Eagle Rock Investment Company
Georgia
$33.7M -$4.51M -13,721 -11%
ACM
814
Aquatic Capital Management
Illinois
$33.5M +$35.6M +108,270 New
SWM
815
Spire Wealth Management
Virginia
$33.5M -$503K -1,528 -1%
KOCAA
816
Knights of Columbus Asset Advisors
Connecticut
$33.5M +$1.61M +4,907 +5%
RCW
817
Rheos Capital Works
Japan
$33.3M – – –
DCA
818
DSG Capital Advisors
Minnesota
$33M +$73.4K +223 +0.2%
ECM
819
Estuary Capital Management
Minnesota
$32.9M +$546K +1,660 +2%
WC
820
Whitney & Co
New York
$32.9M +$125K +380 +0.4%
MAM
821
Madison Asset Management
Wisconsin
$32.7M +$31.7M +96,265 +1,028%
NSAM
822
North Star Asset Management
Wisconsin
$32.6M -$965K -2,934 -3%
AL
823
Arnhold LLC
New York
$32.4M – – –
TFS
824
Thoroughbred Financial Services
Tennessee
$32.4M +$28.6K +87 +0.1%
CP
825
Cumberland Partners
Ontario, Canada
$32.2M -$5.21M -15,824 -13%
31 32
33
34 35