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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
976
Ipswich Investment Management
Massachusetts
$328K +$172K +6,350 +140%
SAM
977
Silvercrest Asset Management
New York
$324K +$38.5K +1,420 +15%
TC
978
TownSquare Capital
Utah
$324K +$292K +10,770 New
OCG
979
Opus Capital Group
Ohio
$322K – – –
CWM
980
Cornerstone Wealth Management
Missouri
$319K +$78.9K +2,910 New
HCA
981
Heck Capital Advisors
Wisconsin
$319K -$129K -4,760 -31%
FFN
982
Focus Financial Network
Minnesota
$317K +$285K +10,530 New
GHAM
983
Gilman Hill Asset Management
Connecticut
$316K +$20.3K +750 +8%
RIA
984
Realta Investment Advisors
Delaware
$316K +$284K +10,470 New
MFG
985
Magnus Financial Group
New York
$309K +$8.95K +330 +3%
SMFS
986
Squar Milner Financial Services
California
$304K – – –
FAN
987
Financial Advisors Network
California
$303K +$326K +12,030 New
WA
988
WBH Advisory
Maryland
$302K -$27.1K -1,000 -9%
SIM
989
SSI Investment Management
California
$302K -$813 -30 -0.3%
VFA
990
Voya Financial Advisors
Connecticut
$302K +$31.4K +1,160 +13%
SS
991
Sunbelt Securities
Texas
$302K +$272K +10,030 New
GAM
992
Grandview Asset Management
Pennsylvania
$301K +$271K +10,000 New
BCM
993
Boltwood Capital Management
California
$300K -$13.6K -500 -5%
TMAM
994
Tokio Marine Asset Management
Japan
$300K +$26.3K +970 +11%
BCM
995
Breiter Capital Management
Florida
$300K +$345K +12,720 New
BOPW
996
Brandywine Oak Private Wealth
Pennsylvania
$295K +$77K +2,840 +41%
LCP
997
Legacy Capital Partners
Wisconsin
$293K +$264K +9,750 New
BFO
998
Biltmore Family Office
North Carolina
$292K – – –
CAGAS
999
Capital Advisory Group Advisory Services
Minnesota
$289K -$111K -4,100 -30%
AIM
1000
Axiom Investment Management
New York
$288K -$28.5K -1,050 -10%
38 39
40
41 42