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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1301
Cambridge Financial Group
Ohio
$14.1M +$243K +605 +2%
KA
1302
Kintegral Advisory
New York
$14.1M – – –
JWM
1303
JPL Wealth Management
Colorado
$14.1M -$754K -1,881 -5%
FCM
1304
Fogel Capital Management
Florida
$14.1M +$212K +528 +1%
AP
1305
Advisortrust Partners
North Carolina
$14M -$92.6K -231 -0.6%
CIC
1306
Chilton Investment Company
Connecticut
$14M -$94.2K -235 -0.6%
SB
1307
Simmons Bank
Arkansas
$14M +$5.39M +13,438 +57%
LWA
1308
Lineweaver Wealth Advisors
Ohio
$13.9M +$113K +281 +0.8%
PFA
1309
Pathway Financial Advisers
Indiana
$13.9M -$158K -395 -1%
CC
1310
Chicago Capital
Illinois
$13.8M +$152K +380 +1%
SIA
1311
Soltis Investment Advisors
Utah
$13.8M +$1.96M +4,893 +15%
NG
1312
NatWest Group
United Kingdom
$13.7M +$1.94M +4,833 +15%
AIM
1313
Advyzon Investment Management
Illinois
$13.7M +$1.57M +3,904 +12%
PDL
1314
Portfolio Design Labs
California
$13.7M -$1.14M -2,846 -7%
CWM
1315
CMH Wealth Management
New Hampshire
$13.7M +$347K +866 +2%
CAAS
1316
Capital Asset Advisory Services
Michigan
$13.6M -$213K -530 -1%
RCA
1317
Resonant Capital Advisors
Wisconsin
$13.6M +$189K +472 +1%
EFG
1318
Everhart Financial Group
Ohio
$13.6M -$1.44M -3,586 -9%
AIIMS
1319
Analyst IMS Investment Management Services
Israel
$13.5M +$120K +299 +0.8%
WIM
1320
WealthPlan Investment Management
Nebraska
$13.5M +$894K +2,230 +7%
CYG
1321
Clean Yield Group
Vermont
$13.5M -$1.51M -3,768 -10%
LI
1322
LMCG Investments
Massachusetts
$13.5M -$275K -686 -2%
TNBTD
1323
Trustmark National Bank Trust Department
Mississippi
$13.4M -$196K -488 -1%
NP
1324
NorthRock Partners
Minnesota
$13.4M -$192K -479 -1%
SLG
1325
Stanley-Laman Group
Pennsylvania
$13.4M -$197K -492 -1%
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