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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1126
Morse Asset Management
Connecticut
$316K +$280K +10,000 New
SCCM
1127
Schafer Cullen Capital Management
New York
$316K +$280K +10,000 New
MNG
1128
Manning & Napier Group
New York
$315K -$3.19M -113,970 -92%
WG
1129
Winton Group
United Kingdom
$314K +$279K +9,960 New
IAIM
1130
International Assets Investment Management
Florida
$311K +$20.7K +740 +8%
KPCM
1131
Kings Point Capital Management
New York
$310K – – –
IHL
1132
Investment House LLC
California
$308K +$21K +750 +8%
SIM
1133
SSI Investment Management
California
$305K -$3.92K -140 -1%
CWA
1134
Clarity Wealth Advisors
California
$304K +$270K +9,660 New
HIIFS
1135
Harel Insurance Investments & Financial Services
Israel
$303K +$232K +8,300 +634%
ST
1136
Smithfield Trust
Pennsylvania
$301K +$99.9K +3,570 +60%
VCM
1137
Virtue Capital Management
Tennessee
$299K +$265K +9,460 New
CBTWT
1138
Community Bank & Trust (Waco, Texas)
Texas
$299K +$265K +9,480 New
BHWM
1139
Bar Harbor Wealth Management
New Hampshire
$296K -$13.4K -480 -5%
SRC
1140
Sage Rhino Capital
California
$296K -$840 -30 -0.3%
AWM
1141
Avior Wealth Management
Nebraska
$292K -$8.4K -300 -3%
BFO
1142
Biltmore Family Office
North Carolina
$292K – – –
AC
1143
Avestar Capital
New York
$292K +$259K +9,260 New
SFA
1144
Sequoia Financial Advisors
Ohio
$291K +$6.16K +220 +2%
DBG
1145
De Burlo Group
Massachusetts
$285K – – –
SBIA
1146
Sheaff Brock Investment Advisors
Indiana
$281K -$250K -8,950 -50%
WCM
1147
Wedge Capital Management
North Carolina
$281K -$560 -20 -0.2%
YWP
1148
YorkBridge Wealth Partners
New York
$280K +$248K +8,870 New
MOS
1149
MGO One Seven
Ohio
$279K -$23.2K -830 -9%
BCA
1150
Berman Capital Advisors
Georgia
$278K +$75.8K +2,710 +44%
44 45
46
47 48