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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1076
Ferris Capital
Massachusetts
$254K +$302K +10,710 New
CLOS
1077
Compagnie Lombard Odier SCmA
Switzerland
$253K -$2.15M -76,210 -88%
EH
1078
Equitable Holdings
New York
$253K -$356K -12,650 -54%
VFA
1079
Valeo Financial Advisors
Indiana
$253K -$153K -5,420 -36%
IWA
1080
Intercontinental Wealth Advisors
Texas
$251K +$112K +3,970 +60%
ESB
1081
Essex Savings Bank
Connecticut
$250K +$6.76K +240 +2%
FFN
1082
Focus Financial Network
Minnesota
$247K -$563 -20 -0.2%
ER
1083
Enlightenment Research
Florida
$245K +$254K +9,000 New
FMT
1084
First Mercantile Trust
Tennessee
$244K -$150K -5,340 -34%
HIC
1085
Holderness Investments Company
North Carolina
$244K +$14.1K +500 +5%
WC
1086
Waterloo Capital
Texas
$240K +$285K +10,120 New
OC
1087
Oakworth Capital
Alabama
$238K +$146K +5,170 +106%
BPCE
1088
Bank Pictet & Cie (Europe)
Germany
$237K -$78.9K -2,800 -22%
WSC
1089
Wellington Shields & Co
New York
$237K – – –
JCM
1090
JS Capital Management
New York
$237K +$282K +10,000 New
KMWM
1091
Keudell/Morrison Wealth Management
Oregon
$234K +$26.5K +940 +11%
HB
1092
Homrich & Berg
Georgia
$233K -$69.3K -2,460 -20%
BHWM
1093
Bar Harbor Wealth Management
New Hampshire
$233K +$38.6K +1,370 +16%
KPCM
1094
Kings Point Capital Management
New York
$233K +$182K +6,450 +191%
SIM
1095
SSI Investment Management
California
$232K -$3.66K -130 -1%
MA
1096
Montag & Associates
Georgia
$231K +$275K +9,760 New
MOS
1097
MGO One Seven
Ohio
$229K -$403K -14,290 -60%
WA
1098
WBH Advisory
Maryland
$227K +$282 +10 +0.1%
AWM
1099
Avior Wealth Management
Nebraska
$226K -$132K -4,670 -33%
WPW
1100
Waldron Private Wealth
Pennsylvania
$223K -$20.6K -730 -7%
42 43
44
45 46