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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1076
Oxbow Advisors
Texas
$398K -$59.6K -2,130 -14%
NERM
1077
New England Research & Management
Illinois
$395K +$14K +500 +4%
FMW
1078
Farr Miller & Washington
District of Columbia
$395K +$350K +12,500 New
BCM
1079
Bayesian Capital Management
New York
$394K +$349K +12,470 New
KWM
1080
Keebeck Wealth Management
Illinois
$394K +$350K +12,490 New
MCM
1081
Manchester Capital Management
Vermont
$392K – – –
WP
1082
WealthSource Partners
California
$388K -$134K -4,800 -28%
HB
1083
Homrich & Berg
Georgia
$388K +$68.3K +2,440 +25%
TCM
1084
Tuttle Capital Management
Connecticut
$386K +$342K +12,230 New
BDF
1085
Balasa Dinverno & Foltz
$385K -$72.5K -2,590 -18%
JIM
1086
Jupiter Investment Management
United Kingdom
$383K -$59.1K -2,110 -15%
DC
1087
Derby & Company
Massachusetts
$383K +$340K +12,140 New
FPCP
1088
Fort Point Capital Partners
California
$382K +$339K +12,100 New
IGGA
1089
Iron Gate Global Advisors
Utah
$380K – – –
HCM
1090
Hollencrest Capital Management
California
$377K +$280 +10 +0.1%
EFS
1091
Essex Financial Services
Connecticut
$376K -$80.6K -2,880 -19%
CPC
1092
Congress Park Capital
New York
$375K -$334K -11,950 -50%
HR
1093
Howe & Rusling
New York
$374K -$804K -28,720 -71%
TAM
1094
Trillium Asset Management
Massachusetts
$374K +$90.4K +3,230 +37%
CRWM
1095
Castle Rock Wealth Management
California
$373K +$318K +11,370 New
MA
1096
Montag & Associates
Georgia
$371K +$56K +2,000 +20%
CHAM
1097
Clear Harbor Asset Management
Connecticut
$369K +$327K +11,680 New
RG
1098
Rathbones Group
United Kingdom
$367K – – –
OPS
1099
Orion Portfolio Solutions
Nebraska
$362K +$72.2K +2,580 +29%
EDRH
1100
Edmond de Rothschild Holding
Switzerland
$362K +$135K +4,840 +73%
42 43
44
45 46