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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
1201
Matrix Private Capital Group
New York
$646K +$7.29K +150 +1%
MCA
1202
Magnolia Capital Advisors
Mississippi
$644K +$59.3K +1,220 +10%
GKWIM
1203
Gerber Kawasaki Wealth & Investment Management
California
$642K -$9.73K -200 -1%
SC
1204
Savant Capital
Illinois
$640K +$29.2K +600 +5%
NW
1205
NewEdge Wealth
Pennsylvania
$638K +$973 +20 +0.2%
HCM
1206
Hollencrest Capital Management
California
$637K -$5.35K -110 -0.8%
LWM
1207
Lyell Wealth Management
California
$636K – – –
CFG
1208
Cooper Financial Group
California
$634K +$28.7K +590 +5%
C
1209
Certuity
Florida
$631K +$86.6K +1,780 +16%
BP
1210
BBR Partners
New York
$630K -$340K -7,000 -35%
WSC
1211
Wellington Shields & Co
New York
$630K – – –
BFO
1212
Biltmore Family Office
North Carolina
$627K – – –
BAS
1213
Brown Advisory Securities
Maryland
$623K -$701K -14,410 -53%
CMO
1214
Covenant Multifamily Offices
Texas
$622K -$227K -4,670 -27%
BP
1215
Ballentine Partners
Massachusetts
$622K -$486 -10 -0.1%
AC
1216
Avestar Capital
New York
$622K +$19K +390 +3%
SFWA
1217
Summit Financial Wealth Advisors
Louisiana
$621K +$12.2K +250 +2%
CCM
1218
Coldstream Capital Management
Washington
$618K -$231K -4,740 -22%
AAM
1219
AMI Asset Management
California
$618K +$142K +2,920 +30%
B
1220
Bailard
California
$617K +$65.2K +1,340 +12%
PCM
1221
Prelude Capital Management
New York
$610K -$132K -2,720 -27%
DWM
1222
Defined Wealth Management
Oregon
$610K – – –
AIP
1223
Almanack Investment Partners
Pennsylvania
$607K +$91.4K +1,880 +18%
SF
1224
Symphony Financial
Texas
$605K -$271K -5,580 -31%
PCP
1225
Proficio Capital Partners
Massachusetts
$605K -$7.78K -160 -1%
47 48
49
50 51