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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1051
Silvercrest Asset Management
New York
$361K +$3.64K +120 +1%
GW
1052
GW & Wade
Massachusetts
$360K +$346K +11,400 New
HIA
1053
Harbor Investment Advisory
Maryland
$360K +$346K +11,400 New
TT
1054
TI-Trust
Illinois
$356K +$342K +11,250 New
UC
1055
Unio Capital
New Jersey
$354K +$57.4K +1,890 +20%
AR
1056
Advisory Research
Illinois
$352K -$294K -9,670 -46%
FL
1057
Fort LP
Maryland
$352K +$339K +11,150 New
AF
1058
Advisornet Financial
Minnesota
$339K +$38.9K +1,280 +14%
PCG
1059
Private Capital Group
Connecticut
$339K +$58K +1,910 +22%
LFA
1060
Legacy Financial Advisors
Kentucky
$335K +$1.21K +40 +0.4%
EW
1061
Evoke Wealth
California
$333K +$29.1K +960 +10%
AFP
1062
Ausdal Financial Partners
Iowa
$331K -$44.9K -1,480 -12%
FFN
1063
Focus Financial Network
Minnesota
$330K -$607 -20 -0.2%
VWA
1064
V Wealth Advisors
Kansas
$328K – – –
ESB
1065
Essex Savings Bank
Connecticut
$326K +$4.25K +140 +1%
AAMC
1066
Asset Allocation & Management Company
Illinois
$324K +$311K +10,250 New
OSAM
1067
O'Shaughnessy Asset Management
Connecticut
$323K +$286K +9,430 +1,194%
WPW
1068
Waldron Private Wealth
Pennsylvania
$320K +$4.25K +140 +1%
BCWM
1069
Blue Chip Wealth Management
Florida
$319K +$306K +10,090 New
CFA
1070
Carroll Financial Associates
North Carolina
$317K +$182K +5,990 +148%
SIM
1071
SSI Investment Management
California
$316K -$911 -30 -0.3%
WSC
1072
Wellington Shields & Co
New York
$316K +$304K +10,000 New
IIA
1073
ICW Investment Advisors
Arizona
$315K +$303K +9,970 New
SBIA
1074
Sheaff Brock Investment Advisors
Indiana
$313K +$300K +9,890 New
BCM
1075
Brookmont Capital Management
Texas
$312K -$85.3K -2,810 -22%
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