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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1301
Evercore Wealth Management
New York
$9.16M -$2.34M -10,786 -25%
CM
1302
Columbus Macro
Pennsylvania
$9.14M +$503K +2,316 +8%
GEA
1303
Glen Eagle Advisors
New Jersey
$9.13M -$113K -522 -2%
CIA
1304
Choate Investment Advisors
Massachusetts
$9.12M +$908K +4,181 +14%
FCM
1305
Fairbanks Capital Management
California
$9.11M +$424K +1,953 +6%
FP
1306
Financial Perspectives
Minnesota
$9.11M +$71K +327 +1%
TNA
1307
True North Advisors
Texas
$9.09M +$1.12M +5,136 +18%
PPWP
1308
Premier Path Wealth Partners
New Jersey
$9.09M +$47.8K +220 +0.7%
OCM
1309
One Capital Management
California
$9.08M +$229K +1,055 +3%
PA
1310
Procyon Advisors
Connecticut
$9.08M -$7.4M -34,078 -51%
PVM
1311
Palogic Value Management
Texas
$9.07M -$888K -4,089 -11%
MCB
1312
Morton Community Bank
Illinois
$9.05M -$471K -2,170 -6%
BAM
1313
Belpointe Asset Management
Nevada
$9.01M -$557K -2,564 -7%
BCM
1314
Becker Capital Management
Oregon
$9M -$61K -281 -0.9%
WG
1315
Welch Group
Alabama
$8.98M +$890K +4,098 +14%
TCA
1316
Transcend Capital Advisors
New Jersey
$8.97M -$6.98M -32,154 -50%
NO
1317
Ninety One
South Africa
$8.97M -$141K -651 -2%
GAM
1318
Grandview Asset Management
Pennsylvania
$8.97M -$115K -529 -2%
RWM
1319
RBA Wealth Management
California
$8.97M -$155K -714 -2%
KWM
1320
Keebeck Wealth Management
Illinois
$8.96M +$6.95K +32 +0.1%
FFM
1321
Forum Financial Management
Illinois
$8.95M -$66.2K -305 -0.9%
EW
1322
Evoke Wealth
California
$8.91M +$1.74M +8,006 +33%
SW
1323
StrongBox Wealth
Missouri
$8.9M +$35.8K +165 +0.5%
QPWM
1324
Quadrant Private Wealth Management
Pennsylvania
$8.89M +$190K +877 +3%
BCM
1325
Berbice Capital Management
New York
$8.89M – – –
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