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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CRWM
1001
Castle Rock Wealth Management
California
$1.19M +$169K +3,640 +17%
SIC
1002
SFE Investment Counsel
California
$1.18M +$864K +18,650 +302%
HSA
1003
HBK Sorce Advisory
Pennsylvania
$1.18M +$95.5K +2,060 +9%
BCFD
1004
Boit C.F. David
$1.18M +$1.15M +24,750 New
GEA
1005
Glen Eagle Advisors
New Jersey
$1.18M +$160K +3,450 +16%
IFWM
1006
Institute for Wealth Management
Colorado
$1.18M +$463 +10 +0%
BA
1007
BCM Advisors
Louisiana
$1.18M – – –
MIM
1008
Moseley Investment Management
Florida
$1.17M -$91.3K -1,970 -7%
CRC
1009
Curi RMB Capital
Illinois
$1.17M – – –
BAIA
1010
Bel Air Investment Advisors
California
$1.17M +$244K +5,270 +27%
PIM
1011
Perpetual Investment Management
Australia
$1.17M -$4.95M -106,890 -81%
PR
1012
Payden & Rygel
California
$1.17M -$32.2M -694,000 -97%
LOAMS
1013
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.16M +$94.5K +2,040 +9%
EGM
1014
Engineers Gate Manager
New York
$1.16M -$12.3M -264,660 -92%
TIA
1015
Trust Investment Advisors
Indiana
$1.16M +$28.7K +620 +3%
KPW
1016
Kore Private Wealth
New York
$1.15M +$198K +4,270 +22%
IWC
1017
Integrated Wealth Concepts
Massachusetts
$1.15M +$17.1K +370 +2%
LSAG
1018
Lake Street Advisors Group
New Hampshire
$1.14M +$35.2K +760 +3%
WANY
1019
Wealthspire Advisors (New York)
New York
$1.14M -$3.19M -68,750 -74%
SAM
1020
Sabadell Asset Management
Spain
$1.14M +$1.11M +23,920 New
AWE
1021
Avidian Wealth Enterprises
Texas
$1.14M +$71.4K +1,540 +7%
EWM
1022
Evercore Wealth Management
New York
$1.14M -$28.7K -620 -3%
LCP
1023
Legacy Capital Partners
Wisconsin
$1.14M +$148K +3,200 +15%
WPA
1024
West Paces Advisors
Georgia
$1.12M -$30.6K -660 -3%
LWAC
1025
Laurel Wealth Advisors (California)
California
$1.12M -$14.8K -320 -1%
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