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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
951
Evercore Wealth Management
New York
$368K +$14.2K +500 +4%
LWM
952
Lenox Wealth Management
Ohio
$366K +$161K +5,680 +76%
PAS
953
Park Avenue Securities
New York
$363K +$39.5K +1,390 +12%
SP
954
Symmetry Partners
Connecticut
$362K -$40.9K -1,440 -10%
ONB
955
Old National Bancorp
Indiana
$362K -$1.99K -70 -0.5%
FAN
956
Financial Advisors Network
California
$362K +$12.5K +440 +3%
FBC
957
Fairfield, Bush & Co
Connecticut
$362K +$113K +3,980 +44%
BFO
958
Biltmore Family Office
North Carolina
$361K +$92.1K +3,240 +33%
PHS
959
Pekin Hardy Strauss
Illinois
$359K – – –
LA
960
LVW Advisors
New York
$359K +$44.1K +1,550 +14%
OA
961
Oxbow Advisors
Texas
$358K – – –
TMAM
962
Tokio Marine Asset Management
Japan
$357K +$56.9K +2,000 +18%
RMCM
963
Reynders McVeigh Capital Management
Massachusetts
$354K – – –
DAS
964
Dynamic Advisor Solutions
Arizona
$354K +$28.7K +1,010 +9%
BCM
965
Brookmont Capital Management
Texas
$350K -$63.1K -2,220 -15%
PGIM
966
Pacific Global Investment Management
California
$348K +$358K +12,590 New
ODCM
967
Old Dominion Capital Management
Virginia
$347K +$358K +12,580 New
LCP
968
Legacy Capital Partners
Wisconsin
$344K +$62.5K +2,200 +21%
WSCM
969
Wellington Shields Capital Management
New York
$343K – – –
MCM
970
Manchester Capital Management
Vermont
$343K +$85.3K +3,000 +32%
CP
971
Camelot Portfolios
Ohio
$342K -$484K -17,040 -58%
FWM
972
Frontier Wealth Management
Missouri
$340K +$122K +4,280 +53%
HFM
973
Harvest Fund Management
China
$338K +$69.4K +2,440 +25%
MAFM
974
Mid Atlantic Financial Management
Pennsylvania
$337K +$101K +3,550 +41%
HCM
975
Hollencrest Capital Management
California
$336K -$29K -1,020 -8%
37 38
39
40 41