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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Synergy Asset Management
Washington
$26M +$7.85M +23,867 +40%
SAM
902
Strategy Asset Managers
California
$26M -$3.35M -10,183 -11%
SC
903
Savant Capital
Illinois
$25.9M +$6.63M +20,139 +32%
PAG
904
Private Advisory Group
Washington
$25.6M +$1.47M +4,478 +6%
SS
905
Sunbelt Securities
Texas
$25.6M +$495K +1,504 +2%
FRA
906
Frank Rimerman Advisors
California
$25.6M +$612K +1,859 +2%
IUHSA
907
Itau Unibanco Holding S.A.
Brazil
$25.5M +$5.17M +15,708 +24%
CWM
908
Compass Wealth Management
Connecticut
$25.5M -$2.69M -8,173 -9%
WS
909
Wedbush Securities
California
$25.4M +$3.75M +11,392 +16%
AG
910
Ascent Group
Virginia
$25.3M -$265K -805 -1%
CCM
911
Copeland Capital Management
Pennsylvania
$25.1M -$1.62M -4,925 -6%
WHG
912
Westwood Holdings Group
Texas
$25M +$2.21M +6,715 +9%
ERWM
913
Elk River Wealth Management
Colorado
$25M +$167K +506 +0.6%
NA
914
Nordwand Advisors
Pennsylvania
$24.9M -$2.04M -6,204 -7%
DSAM
915
Dock Street Asset Management
Florida
$24.8M +$426K +1,294 +2%
MCWS
916
McKinley Carter Wealth Services
West Virginia
$24.8M +$152K +461 +0.6%
RIG
917
Renaissance Investment Group
Massachusetts
$24.8M -$1.35M -4,116 -5%
DP
918
DDD Partners
Washington
$24.7M -$2.42M -7,352 -8%
CAMG
919
CWA Asset Management Group
Florida
$24.6M +$722K +2,193 +3%
QPBE
920
Quintet Private Bank (Europe)
Luxembourg
$24.6M +$24.7M +75,171 +1,802%
CIG
921
Consolidated Investment Group
Colorado
$24.5M +$791K +2,405 +3%
KWA
922
Kingswood Wealth Advisors
California
$24.5M -$202K -613 -0.8%
CNBTD
923
Citizens National Bank Trust Department
Mississippi
$24.3M -$355K -1,080 -1%
FPAS
924
Focus Partners Advisor Solutions
Missouri
$24.3M +$6.39M +19,412 +33%
BDLIB
925
Banque de Luxembourg Investments (BLI)
Luxembourg
$24.3M – – –
35 36
37
38 39