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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
926
L2 Asset Management
Massachusetts
$2.68M -$265K -5,290 -10%
FM
927
Foster & Motley
Ohio
$2.68M +$507K +10,110 +27%
PWM
928
Perigon Wealth Management
California
$2.66M +$601K +11,990 +34%
AP
929
Americana Partners
Texas
$2.63M -$1.27M -25,380 -35%
PJSIMP
930
P.J. Schmidt Investment Management (PJS)
Wisconsin
$2.62M -$23.1K -460 -1%
CGL
931
Clarius Group LLC
Washington
$2.6M +$867K +17,290 +37%
SA
932
Strategic Advisors
New York
$2.59M +$542K +10,800 +30%
SP
933
Symmetry Partners
Connecticut
$2.59M – – –
TAM
934
Trust Asset Management
Texas
$2.59M – – –
SH
935
SeaTown Holdings
Singapore
$2.56M – – –
TA
936
Tectonic Advisors
Texas
$2.55M +$521K +10,390 +30%
MC
937
Mount Capital
United Kingdom
$2.54M +$2.28M +45,390 New
SIA
938
Soltis Investment Advisors
Utah
$2.51M +$87.2K +1,740 +4%
GAG
939
GM Advisory Group
New York
$2.51M -$35.6K -710 -2%
FBC
940
Fairfield, Bush & Co
Connecticut
$2.51M +$182K +3,630 +9%
CP
941
CenterBook Partners
Connecticut
$2.51M -$1.32M -26,410 -37%
HH
942
Hilltop Holdings
Texas
$2.51M -$218K -4,350 -9%
CF
943
Centaurus Financial
California
$2.5M -$142K -2,840 -6%
ZCA
944
Zeke Capital Advisors
Pennsylvania
$2.5M +$1.17M +23,350 +109%
MIM
945
Moseley Investment Management
Florida
$2.49M +$667K +13,310 +43%
NHT
946
New Hampshire Trust
New Hampshire
$2.49M +$2.24M +44,590 New
FMAEN1
947
Fund Management at Engine No 1
California
$2.49M +$289K +5,760 +15%
PRC
948
Pearl River Capital
Michigan
$2.49M -$1.3M -26,020 -37%
CWMGP
949
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.48M -$27.1K -540 -1%
DPIM
950
Duff & Phelps Investment Management
Illinois
$2.47M – – –
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