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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
876
Symphony Financial
Texas
$788K +$231K +8,240 +49%
DI
877
DFPG Investments
Utah
$785K -$92.4K -3,300 -12%
LOAMU
878
Lombard Odier Asset Management (USA)
New York
$784K +$695K +24,840 New
TF
879
Tompkins Financial
New York
$783K – – –
FHA
880
Flagship Harbor Advisors
Massachusetts
$778K +$123K +4,390 +22%
MWPCG
881
Measured Wealth Private Client Group
New Hampshire
$778K +$690K +24,640 New
HIC
882
Holderness Investments Company
North Carolina
$773K +$397K +14,200 +138%
IIC
883
Ironwood Investment Counsel
Arizona
$771K +$26.3K +940 +4%
RCAG
884
Rehmann Capital Advisory Group
Michigan
$770K +$217K +7,750 +47%
RIG
885
Roosevelt Investment Group
New York
$769K +$682K +24,360 New
GH
886
GAM Holding
Switzerland
$766K -$68.3K -2,440 -9%
PVH
887
Psagot Value Holdings
Israel
$764K +$536K +19,160 +380%
BWM
888
Buckley Wealth Management
Nevada
$763K -$2.8K -100 -0.4%
EF
889
Empirical Finance
Pennsylvania
$759K +$91.5K +3,270 +16%
RHP
890
Royal Harbor Partners
Texas
$757K -$49.5K -1,770 -7%
KC
891
Knuff & Co
California
$754K +$79.5K +2,840 +13%
LSPW
892
Lake Street Private Wealth
Illinois
$750K +$15.1K +540 +2%
EWM
893
Evercore Wealth Management
New York
$745K -$1.68K -60 -0.3%
QCG
894
Quadrant Capital Group
Ohio
$743K +$6.16K +220 +0.9%
LWPC
895
Legacy Wealth Partners (California)
California
$740K +$656K +23,440 New
EP
896
Eudaimonia Partners
Tennessee
$734K -$41.4K -1,480 -6%
FAIM
897
Financial Advocates Investment Management
Washington
$730K -$34.4K -1,230 -5%
PGIM
898
Pacific Global Investment Management
California
$729K +$13.2K +470 +2%
CWAG
899
Compton Wealth Advisory Group
Virginia
$725K -$137K -4,900 -18%
MWM
900
Marietta Wealth Management
Georgia
$724K -$49.3K -1,760 -7%
34 35
36
37 38