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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
876
SouthState Corp
Florida
$564K -$245K -8,680 -27%
EWM
877
Evercore Wealth Management
New York
$561K +$10.4K +370 +2%
IIC
878
Ironwood Investment Counsel
Arizona
$556K +$471K +16,720 +247%
KA
879
Kovack Advisors
Florida
$555K +$311K +11,040 +89%
SAM
880
Silvercrest Asset Management
New York
$553K +$335K +11,900 +104%
QCG
881
Quadrant Capital Group
Ohio
$552K -$128K -4,560 -16%
LSPW
882
Lake Street Private Wealth
Illinois
$551K -$9.86K -350 -1%
RCM
883
RB Capital Management
Nevada
$546K +$87.9K +3,120 +16%
TCA
884
Transcend Capital Advisors
New Jersey
$541K +$32.1K +1,140 +5%
KTC
885
Kistler-Tiffany Companies
Pennsylvania
$539K – – –
PGIM
886
Pacific Global Investment Management
California
$536K +$38.3K +1,360 +6%
MIM
887
Moseley Investment Management
Florida
$530K -$10.4K -370 -2%
MAFM
888
Mid Atlantic Financial Management
Pennsylvania
$529K +$285K +10,100 +83%
FCA
889
FinTrust Capital Advisors
South Carolina
$525K +$3.38K +120 +0.5%
WIP
890
Wellesley Investment Partners
Massachusetts
$519K -$85.4K -3,030 -12%
CT
891
Caldwell Trust
Florida
$517K – – –
CS
892
Comerica Securities
Michigan
$517K -$1.09M -38,570 -64%
BOPW
893
Brandywine Oak Private Wealth
Pennsylvania
$516K +$322K +11,440 +73%
SS
894
Simplicity Solutions
Minnesota
$513K -$122K -4,320 -17%
PJSIMP
895
P.J. Schmidt Investment Management (PJS)
Wisconsin
$513K +$4.23K +150 +0.7%
DCM
896
Davidson Capital Management
Texas
$509K +$1.97K +70 +0.3%
AC
897
Arjuna Capital
North Carolina
$509K +$13.8K +490 +2%
DS
898
DRW Securities
Illinois
$509K +$253K +8,980 +72%
OCG
899
Opus Capital Group
Ohio
$506K +$167K +5,910 +38%
ISWM
900
Independent Solutions Wealth Management
New York
$504K -$10.4K -370 -2%
34 35
36
37 38