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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1351
Concord Wealth Partners
Virginia
$12.8M +$259K +646 +2%
AF
1352
Ally Financial
Michigan
$12.8M -$1.8M -4,500 -12%
BCM
1353
Berbice Capital Management
New York
$12.8M +$327K +815 +2%
LHC
1354
Little House Capital
Massachusetts
$12.8M -$32.1K -80 -0.2%
ZAM
1355
Zevin Asset Management
Massachusetts
$12.8M -$1M -2,499 -7%
SG
1356
StoneX Group
New York
$12.8M +$1.57M +3,912 +13%
RP
1357
Rice Partnership
Hawaii
$12.7M +$688K +1,716 +5%
RC
1358
RBF Capital
California
$12.7M – – –
HAG
1359
HighPoint Advisor Group
Illinois
$12.7M -$120K -299 -0.9%
AWM
1360
Accurate Wealth Management
Florida
$12.7M +$1.18M +2,953 +10%
RCIM
1361
Red Cedar Investment Management
Michigan
$12.7M – – –
FM
1362
Family Management
New York
$12.7M +$1.15M +2,878 +9%
1IA
1363
1834 Investment Advisors
Wisconsin
$12.6M +$220K +549 +2%
PG
1364
Patten Group
Tennessee
$12.6M -$456K -1,137 -3%
BCM
1365
Benchstone Capital Management
New York
$12.6M -$45.9M -114,415 -77%
PA
1366
Procyon Advisors
Connecticut
$12.6M -$2.37M -5,920 -15%
BCM
1367
Brasada Capital Management
Texas
$12.6M -$540K -1,348 -4%
PCM
1368
Princeton Capital Management
New Jersey
$12.5M +$495K +1,235 +4%
DWA
1369
Dorsey Wright & Associates
California
$12.5M -$7.64M -19,058 -37%
JA
1370
JLB & Associates
Michigan
$12.5M +$5.79M +14,439 +78%
RFM
1371
Royal Fund Management
Florida
$12.5M -$610K -1,522 -4%
ADL
1372
Asset Dedication LLC
California
$12.5M -$426K -1,063 -3%
A
1373
Argentarii
Ohio
$12.5M +$190K +474 +2%
AFA
1374
Abacus FCF Advisors
Florida
$12.4M +$985K +2,457 +8%
MWM
1375
MinichMacGregor Wealth Management
New York
$12.4M +$12.8M +31,852 +3,547%
53 54
55
56 57