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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1001
Harel Insurance Investments & Financial Services
Israel
$454K +$436K +14,360 New
EI
1002
Ethic Inc
New York
$454K +$437K +14,380 New
ACM
1003
Anfield Capital Management
California
$452K +$432K +14,230 New
AWM
1004
Avior Wealth Management
Nebraska
$449K +$12.8K +420 +3%
MF
1005
Magnetar Financial
Illinois
$448K -$2.11M -69,570 -83%
KPW
1006
Kore Private Wealth
New York
$446K -$81.7K -2,690 -16%
TMAM
1007
Tokio Marine Asset Management
Japan
$445K +$34.9K +1,150 +9%
CIC
1008
Carnegie Investment Counsel
Ohio
$442K +$425K +14,000 New
WPA
1009
West Paces Advisors
Georgia
$440K +$12.4K +410 +3%
LWM
1010
Lenox Wealth Management
Ohio
$438K +$20.9K +690 +5%
HC
1011
Henshaw Capital
Massachusetts
$433K – – –
AFM
1012
Andesa Financial Management
Pennsylvania
$432K -$35.2K -1,160 -8%
BFO
1013
Biltmore Family Office
North Carolina
$428K +$17.9K +590 +5%
RWA
1014
Redhawk Wealth Advisors
Minnesota
$425K +$143K +4,710 +54%
PFPT
1015
Pinnacle Financial Partners (Tennessee)
Tennessee
$422K +$404K +13,320 New
WMA
1016
Wealth Management Associates
New Jersey
$422K – – –
CANY
1017
Caxton Associates (New York)
New York
$421K +$112K +3,700 +38%
AWM
1018
Altavista Wealth Management
North Carolina
$419K -$33.4K -1,100 -8%
GIA
1019
Gladstone Institutional Advisory
Florida
$412K +$42.8K +1,410 +12%
PHS
1020
Pekin Hardy Strauss
Illinois
$411K – – –
FAN
1021
Financial Advisors Network
California
$408K -$6.38K -210 -2%
MCCP
1022
Mission Creek Capital Partners
California
$408K +$392K +12,920 New
BPCE
1023
Bank Pictet & Cie (Europe)
Germany
$404K -$42.5K -1,400 -10%
RMCM
1024
Reynders McVeigh Capital Management
Massachusetts
$402K -$3.04K -100 -0.8%
SG
1025
StoneX Group
New York
$401K -$46.8K -1,540 -11%
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