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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
ONB
876
Old National Bancorp
Indiana
$301K – – –
SIC
877
Sigma Investment Counselors
Michigan
$301K +$2.12K +90 +0.8%
EWM
878
Evercore Wealth Management
New York
$299K +$12.5K +530 +5%
LC
879
Lourd Capital
California
$299K +$51.2K +2,170 +23%
WP
880
WealthSource Partners
California
$298K +$276K +11,700 New
FWM
881
Fairhaven Wealth Management
Illinois
$296K +$275K +11,650 New
KA
882
Kaizen Advisory
Illinois
$294K +$30K +1,270 +12%
PA
883
Parallel Advisors
California
$292K +$23.8K +1,010 +10%
SG
884
StoneX Group
New York
$286K -$12.3K -520 -4%
PCP
885
Proficio Capital Partners
Massachusetts
$286K +$38.5K +1,630 +17%
CP
886
Camelot Portfolios
Ohio
$286K +$265K +11,230 New
RWA
887
Ropes Wealth Advisors
Massachusetts
$280K -$14.2K -600 -5%
WG
888
Winton Group
United Kingdom
$278K -$49.8K -2,110 -16%
HIC
889
Holderness Investments Company
North Carolina
$277K +$23.6K +1,000 +10%
OCG
890
Opus Capital Group
Ohio
$272K – – –
TFS
891
Thoroughbred Financial Services
Tennessee
$272K +$253K +10,700 New
MWPCG
892
Measured Wealth Private Client Group
New Hampshire
$271K +$231K +9,770 +1,098%
AIM
893
Axiom Investment Management
New York
$271K +$252K +10,660 New
MAFM
894
Mid Atlantic Financial Management
Pennsylvania
$270K +$251K +10,630 New
RIL
895
Rothschild Investment LLC
Illinois
$267K +$248K +10,500 New
BCM
896
Boltwood Capital Management
California
$266K -$35.2K -1,490 -12%
FCAG
897
First Capital Advisors Group
New Jersey
$265K -$34K -1,440 -12%
RCM
898
RNC Capital Management
California
$263K +$16.3K +690 +7%
WSTAM
899
Wilbanks Smith & Thomas Asset Management
Virginia
$260K +$65.6K +2,780 +37%
CFD
900
Creative Financial Designs
Indiana
$259K +$20.3K +860 +9%
34 35
36
37 38