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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1326
Forum Financial Management
Illinois
$11.3M +$551K +1,797 +6%
TFA
1327
Toth Financial Advisory
Virginia
$11.3M -$350K -1,140 -3%
ET
1328
Entropy Technologies
New York
$11.3M +$10.5M +34,208 New
WG
1329
Winton Group
United Kingdom
$11.3M +$7.24M +23,615 +223%
SCM
1330
Sirios Capital Management
Massachusetts
$11.3M -$8.61M -28,067 -45%
1IA
1331
1834 Investment Advisors
Wisconsin
$11.2M -$223K -726 -2%
FA
1332
Fiduciary Alliance
South Carolina
$11.2M -$338K -1,103 -3%
MIM
1333
Moseley Investment Management
Florida
$11.2M -$109K -354 -1%
SFP
1334
Shepherd Financial Partners
Massachusetts
$11.2M -$55.8K -182 -0.5%
WA
1335
Watchtower Advisors
Connecticut
$11.2M -$1.53M -4,995 -13%
CIA
1336
Choate Investment Advisors
Massachusetts
$11.2M +$260K +846 +3%
HIM
1337
Hillsdale Investment Management
Ontario, Canada
$11.1M -$2.13M -6,950 -17%
TCA
1338
Transcend Capital Advisors
New Jersey
$11.1M +$373K +1,217 +4%
RFA
1339
ROI Financial Advisors
Oregon
$11.1M -$1.51M -4,925 -13%
RC
1340
RBF Capital
California
$11.1M – – –
MCB
1341
Morton Community Bank
Illinois
$11.1M -$870K -2,835 -9%
OCM
1342
One Capital Management
California
$11.1M +$195K +635 +2%
MIM
1343
Morningstar Investment Management
Illinois
$11M -$9.48M -30,890 -48%
SWM
1344
Scissortail Wealth Management
Oklahoma
$11M -$214K -699 -2%
WG
1345
Welch Group
Alabama
$11M +$212K +690 +2%
PPWP
1346
Premier Path Wealth Partners
New Jersey
$10.9M +$62.6K +204 +0.6%
GEA
1347
Glen Eagle Advisors
New Jersey
$10.9M +$8.28K +27 +0.1%
OL
1348
Optas LLC
Texas
$10.9M -$123K -402 -1%
EWM
1349
Evercore Wealth Management
New York
$10.9M -$89.9K -293 -0.9%
FP
1350
Financial Perspectives
Minnesota
$10.8M -$50.9K -166 -0.5%
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