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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1201
Hollencrest Capital Management
California
$632K +$44.5K +960 +8%
SFSG
1202
Sound Financial Strategies Group
Mississippi
$630K +$612K +13,210 New
MPCG
1203
Matrix Private Capital Group
New York
$628K +$13.9K +300 +2%
WI
1204
Wintrust Investments
Illinois
$627K +$74.6K +1,610 +14%
LWM
1205
Lyell Wealth Management
California
$626K +$25.9K +560 +4%
NW
1206
NewEdge Wealth
Pennsylvania
$626K +$108K +2,330 +22%
FCM
1207
Fortis Capital Management
Washington
$625K +$195K +4,210 +47%
RMAM
1208
Raab & Moskowitz Asset Management
New Jersey
$623K – – –
HAIM
1209
Hunter Associates Investment Management
Pennsylvania
$620K -$1.99M -43,050 -77%
HFM
1210
Hartford Financial Management
Connecticut
$620K – – –
WSC
1211
Wellington Shields & Co
New York
$620K – – –
CCIA
1212
Campbell & Co Investment Adviser
Maryland
$620K +$602K +13,000 New
BAMF
1213
BI Asset Management Fondsmaeglerselskab
Denmark
$618K -$974K -21,020 -62%
EN1L
1214
Engine No 1 LLC
California
$617K +$600K +12,940 New
BFO
1215
Biltmore Family Office
North Carolina
$616K +$51K +1,100 +9%
BP
1216
Ballentine Partners
Massachusetts
$611K -$17.1K -370 -3%
DMBA
1217
Deseret Mutual Benefit Administrators
Utah
$607K +$589K +12,720 New
PCP
1218
Proficio Capital Partners
Massachusetts
$603K -$35.7K -770 -6%
CA
1219
Cornerstone Advisory
Maryland
$603K +$20.4K +440 +4%
SC
1220
Savant Capital
Illinois
$601K +$11.1K +240 +2%
DWM
1221
Defined Wealth Management
Oregon
$600K – – –
SFWA
1222
Summit Financial Wealth Advisors
Louisiana
$598K -$8.23M -177,570 -93%
RPWA
1223
Regent Peak Wealth Advisors
Georgia
$598K -$36.1K -780 -6%
GHAM
1224
Gilman Hill Asset Management
Connecticut
$598K -$33.4K -720 -5%
CFG
1225
Cooper Financial Group
California
$595K +$20.4K +440 +4%
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