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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1101
CX Institutional
Indiana
$174K +$142K +4,860 +412%
FA
1102
Fortis Advisors
Pennsylvania
$173K – – –
MUS
1103
Mitsubishi UFJ Securities
Japan
$153K +$64.1K +2,200 +71%
AAP
1104
Arax Advisory Partners
Colorado
$152K +$154K +5,270 New
QAM
1105
QCI Asset Management
New York
$147K – – –
CFA
1106
Carroll Financial Associates
North Carolina
$146K -$342K -11,730 -70%
SCM
1107
Silvant Capital Management
Georgia
$143K – – –
PVH
1108
Psagot Value Holdings
Israel
$142K -$87.7K -3,010 -38%
PWMG
1109
Prestige Wealth Management Group
New Jersey
$141K +$2.62K +90 +2%
ZB
1110
Zions Bancorporation
Utah
$139K -$46.3K -1,590 -25%
SWP
1111
Strategic Wealth Partners
Ohio
$137K +$139K +4,770 New
RIA
1112
Realta Investment Advisors
Delaware
$136K -$166K -5,680 -54%
LPIC
1113
LeJeune Puetz Investment Counsel
Michigan
$130K +$132K +4,520 New
BWM
1114
Baystate Wealth Management
Massachusetts
$123K – – –
SIAS
1115
Shine Investment Advisory Services
Colorado
$115K – – –
FAM
1116
Foresters Asset Management
Ontario, Canada
$112K – – –
PFBT
1117
Parkside Financial Bank & Trust
Missouri
$110K -$3.79K -130 -3%
ED
1118
Exane Derivatives
France
$110K -$611K -20,980 -85%
CAL
1119
Capital Analysts LLC
Pennsylvania
$108K -$4.27M -146,350 -97%
CIA
1120
CSat Investment Advisory
Michigan
$106K +$105K +3,590 +3,989%
TWA
1121
TCI Wealth Advisors
Arizona
$105K -$1.17K -40 -1%
TCOV
1122
Trust Company of Vermont
Vermont
$104K – – –
SWA
1123
Sutton Wealth Advisors
Florida
$102K – – –
SCA
1124
Stonebridge Capital Advisors
Minnesota
$98K +$98.8K +3,390 New
SLF
1125
Sun Life Financial
Ontario, Canada
$93K -$103K -3,540 -52%
43 44
45
46 47