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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
826
Moseley Investment Management
Florida
$694K +$192K +6,580 +38%
BCM
827
Bienville Capital Management
New York
$693K +$123K +4,230 +22%
CSS
828
Cubist Systematic Strategies
Connecticut
$691K -$2.11M -72,430 -75%
AWM
829
Altium Wealth Management
New York
$691K +$106K +3,650 +18%
GLA
830
Great Lakes Advisors
Illinois
$689K -$874 -30 -0.1%
SS
831
Sunbelt Securities
Texas
$688K +$404K +13,880 +138%
OIM
832
Orca Investment Management
Oregon
$678K +$686K +23,550 New
SSWM
833
Sheets Smith Wealth Management
North Carolina
$675K -$20.7K -710 -3%
FBFS
834
First Business Financial Services
Wisconsin
$672K +$11.4K +390 +2%
SWMG
835
Signature Wealth Management Group
Georgia
$670K -$8.45K -290 -1%
FMWA
836
Forvis Mazars Wealth Advisors
Missouri
$666K +$583 +20 +0.1%
II
837
Inspire Investing
Idaho
$666K +$55.7K +1,910 +9%
FAIM
838
Financial Advocates Investment Management
Washington
$659K -$2.62K -90 -0.4%
IEFM
839
IQ EQ Fund Management
Ireland
$654K +$662K +22,710 New
RA
840
RFG Advisory
Alabama
$652K +$395K +13,570 +150%
LSPW
841
Lake Street Private Wealth
Illinois
$652K +$660K +22,660 New
GH
842
GAM Holding
Switzerland
$650K -$309K -10,620 -32%
TCM
843
Tributary Capital Management
Nebraska
$648K -$14.6K -500 -2%
EGA
844
E&G Advisors
Texas
$648K – – –
APP
845
Avantax Planning Partners
Iowa
$644K +$2.33K +80 +0.3%
MA
846
Montag & Associates
Georgia
$643K -$2.66M -91,270 -80%
PTC
847
Private Trust Company
Ohio
$642K +$202K +6,930 +45%
BDF
848
Balasa Dinverno & Foltz
$638K -$140K -4,810 -18%
FHA
849
Flagship Harbor Advisors
Massachusetts
$630K +$3.79K +130 +0.6%
DWT
850
Dorsey & Whitney Trust
South Dakota
$628K +$37.6K +1,290 +6%
32 33
34
35 36