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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
876
Dynamic Technology Lab
Singapore
$305K +$283K +12,000 New
BSW
877
Buckingham Strategic Wealth
Missouri
$304K -$6.84K -290 -2%
SLF
878
Sun Life Financial
Ontario, Canada
$303K +$2.12K +90 +0.8%
BP
879
Ballentine Partners
Massachusetts
$303K +$64.2K +2,720 +30%
ONB
880
Old National Bancorp
Indiana
$301K – – –
SIC
881
Sigma Investment Counselors
Michigan
$301K +$2.12K +90 +0.8%
EWM
882
Evercore Wealth Management
New York
$299K +$12.5K +530 +5%
LC
883
Lourd Capital
California
$299K +$51.2K +2,170 +23%
WP
884
WealthSource Partners
California
$298K +$276K +11,700 New
FWM
885
Fairhaven Wealth Management
Illinois
$296K +$275K +11,650 New
KA
886
Kaizen Advisory
Illinois
$294K +$30K +1,270 +12%
PA
887
Parallel Advisors
California
$292K +$23.8K +1,010 +10%
SG
888
StoneX Group
New York
$286K -$12.3K -520 -4%
PCP
889
Proficio Capital Partners
Massachusetts
$286K +$38.5K +1,630 +17%
CP
890
Camelot Portfolios
Ohio
$286K +$265K +11,230 New
WA
891
WBH Advisory
Maryland
$281K -$23.1K -980 -8%
RWA
892
Ropes Wealth Advisors
Massachusetts
$280K -$14.2K -600 -5%
WG
893
Winton Group
United Kingdom
$278K -$49.8K -2,110 -16%
HIC
894
Holderness Investments Company
North Carolina
$277K +$23.6K +1,000 +10%
OCG
895
Opus Capital Group
Ohio
$272K – – –
TFS
896
Thoroughbred Financial Services
Tennessee
$272K +$253K +10,700 New
MWPCG
897
Measured Wealth Private Client Group
New Hampshire
$271K +$231K +9,770 +1,098%
AIM
898
Axiom Investment Management
New York
$271K +$252K +10,660 New
MAFM
899
Mid Atlantic Financial Management
Pennsylvania
$270K +$251K +10,630 New
RIL
900
Rothschild Investment LLC
Illinois
$267K +$248K +10,500 New
34 35
36
37 38