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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
1376
Root Financial Partners
California
$11.5M +$4.3M +12,016 +56%
BAM
1377
Bell Asset Management
Australia
$11.5M +$4.27M +11,931 +56%
DWP
1378
Destiny Wealth Partners
Florida
$11.5M +$116K +324 +0.9%
WPW
1379
Warther Private Wealth
Ohio
$11.4M -$2.54M -7,098 -18%
CAS
1380
Coppell Advisory Solutions
Texas
$11.4M -$3.2M -8,962 -22%
CM
1381
Caption Management
Oklahoma
$11.4M -$4.47M -12,500 -27%
SF
1382
Symphony Financial
Texas
$11.4M -$3.51M -9,805 -23%
TCA
1383
Transcend Capital Advisors
New Jersey
$11.4M -$303K -848 -3%
MIM
1384
Moseley Investment Management
Florida
$11.4M -$404K -1,130 -3%
BCM
1385
Berbice Capital Management
New York
$11.4M +$145K +405 +1%
SS
1386
Spinecap SAS
France
$11.3M +$416K +1,164 +4%
DCM
1387
Decatur Capital Management
Georgia
$11.3M -$615K -1,721 -5%
NW
1388
Naviter Wealth
Arkansas
$11.3M -$1.48M -4,150 -11%
UOTTAIMCU
1389
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$11.3M -$1.86M -5,207 -14%
SIC
1390
Salem Investment Counselors
North Carolina
$11.3M +$161K +449 +1%
GEA
1391
Glen Eagle Advisors
New Jersey
$11.3M -$184K -514 -2%
TFA
1392
Toth Financial Advisory
Virginia
$11.3M -$588K -1,643 -5%
EWM
1393
Evercore Wealth Management
New York
$11.3M -$156K -437 -1%
FP
1394
Financial Perspectives
Minnesota
$11.2M -$139K -389 -1%
GAM
1395
Grandview Asset Management
Pennsylvania
$11.2M -$42.2K -118 -0.4%
CIC
1396
Chase Investment Counsel
Virginia
$11.2M +$678K +1,896 +6%
PCM
1397
Princeton Capital Management
New Jersey
$11.2M +$330K +924 +3%
ACM
1398
Alpha Capital Management
Texas
$11.2M -$826K -2,310 -7%
RBA
1399
Richard Bernstein Advisors
New York
$11.2M -$1.19M -3,314 -9%
FFG
1400
Fortem Financial Group
California
$11.1M +$133K +373 +1%
54 55
56
57 58