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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
826
Meeder Asset Management
Ohio
$2.83M -$595K -11,650 -15%
KWM
827
Keebeck Wealth Management
Illinois
$2.81M +$346K +6,770 +12%
MIA
828
MMBG Investment Advisors
Florida
$2.81M – – –
CI
829
CX Institutional
Indiana
$2.8M +$2.82M +55,260 +710%
LMIM
830
Lockheed Martin Investment Management
Maryland
$2.78M – – –
TC
831
Truvestments Capital
Florida
$2.76M +$147K +2,870 +5%
PWS
832
Peterson Wealth Services
Utah
$2.76M +$353K +6,900 +13%
ACM
833
Altrius Capital Management
North Carolina
$2.74M +$3.15M +61,720 New
AWM
834
Avitas Wealth Management
California
$2.72M +$34.7K +680 +1%
RCIM
835
Red Cedar Investment Management
Michigan
$2.71M – – –
AA
836
Altman Advisors
Illinois
$2.7M +$43.9K +860 +1%
GRP
837
Global Retirement Partners
California
$2.69M -$116K -2,270 -4%
MMG
838
Monetary Management Group
Missouri
$2.69M -$25.5K -500 -0.8%
PAI
839
Pittenger & Anderson Inc
Nebraska
$2.68M -$480K -9,400 -13%
MA
840
Montag & Associates
Georgia
$2.68M +$222K +4,350 +8%
WIS
841
Wright Investors Service
Connecticut
$2.67M -$511 -10 -0%
SYBT
842
Stock Yards Bank & Trust
Kentucky
$2.67M +$292K +5,720 +11%
WOC
843
West Oak Capital
California
$2.65M -$51.1K -1,000 -2%
LFAS
844
Level Four Advisory Services
Texas
$2.65M -$710K -13,900 -19%
AT
845
Arden Trust
Delaware
$2.62M -$87.9K -1,720 -3%
LA
846
LVW Advisors
New York
$2.62M +$18.9K +370 +0.6%
HFM
847
Harvest Fund Management
China
$2.61M -$21.5K -420 -0.7%
SRSA
848
S.R. Schill & Associates
Washington
$2.6M +$163K +3,200 +6%
RWB
849
RMR Wealth Builders
New Jersey
$2.6M +$11.8K +230 +0.4%
TC
850
TownSquare Capital
Utah
$2.58M +$20.9K +410 +0.7%
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