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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
951
Epstein & White Financial
California
$372K +$42.4K +1,490 +13%
WMA
952
Wealth Management Associates
New Jersey
$369K +$380K +13,350 New
EWM
953
Evercore Wealth Management
New York
$368K +$14.2K +500 +4%
LWM
954
Lenox Wealth Management
Ohio
$366K +$161K +5,680 +76%
PAS
955
Park Avenue Securities
New York
$363K +$39.5K +1,390 +12%
SP
956
Symmetry Partners
Connecticut
$362K -$40.9K -1,440 -10%
ONB
957
Old National Bancorp
Indiana
$362K -$1.99K -70 -0.5%
FAN
958
Financial Advisors Network
California
$362K +$12.5K +440 +3%
FBC
959
Fairfield, Bush & Co
Connecticut
$362K +$113K +3,980 +44%
BFO
960
Biltmore Family Office
North Carolina
$361K +$92.1K +3,240 +33%
PHS
961
Pekin Hardy Strauss
Illinois
$359K – – –
LA
962
LVW Advisors
New York
$359K +$44.1K +1,550 +14%
OA
963
Oxbow Advisors
Texas
$358K – – –
TMAM
964
Tokio Marine Asset Management
Japan
$357K +$56.9K +2,000 +18%
RMCM
965
Reynders McVeigh Capital Management
Massachusetts
$354K – – –
DAS
966
Dynamic Advisor Solutions
Arizona
$354K +$28.7K +1,010 +9%
BCM
967
Brookmont Capital Management
Texas
$350K -$63.1K -2,220 -15%
PGIM
968
Pacific Global Investment Management
California
$348K +$358K +12,590 New
ODCM
969
Old Dominion Capital Management
Virginia
$347K +$358K +12,580 New
LCP
970
Legacy Capital Partners
Wisconsin
$344K +$62.5K +2,200 +21%
WSCM
971
Wellington Shields Capital Management
New York
$343K – – –
MCM
972
Manchester Capital Management
Vermont
$343K +$85.3K +3,000 +32%
CP
973
Camelot Portfolios
Ohio
$342K -$484K -17,040 -58%
FWM
974
Frontier Wealth Management
Missouri
$340K +$122K +4,280 +53%
HFM
975
Harvest Fund Management
China
$338K +$69.4K +2,440 +25%
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