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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2576
IVC Wealth Advisors
Pennsylvania
$234K +$199K +2,100 New
WCF
2577
West Coast Financial
California
$234K +$199K +2,100 New
PPW
2578
Pasadena Private Wealth
California
$232K +$197K +2,080 New
BWA
2579
Bordeaux Wealth Advisors
California
$231K +$196K +2,070 New
CB
2580
CNB Bank
Pennsylvania
$231K – – –
RPCA
2581
Running Point Capital Advisors
California
$231K +$196K +2,070 New
DC
2582
Diametric Capital
Massachusetts
$231K +$196K +2,070 New
CCG
2583
Coastwise Capital Group
California
$231K +$196K +2,070 New
AWM
2584
Austin Wealth Management
Texas
$230K +$175K +1,850 New
RBCM
2585
Raub Brock Capital Management
California
$230K +$195K +2,060 New
SWM
2586
Sendero Wealth Management
Texas
$230K +$195K +2,060 New
BWG
2587
Beta Wealth Group
California
$230K +$195K +2,060 New
CWM
2588
Chemistry Wealth Management
New York
$229K +$194K +2,050 New
MCM
2589
Maple Capital Management
Vermont
$229K +$194K +2,050 New
BIA
2590
Barry Investment Advisors
Massachusetts
$228K +$193K +2,040 New
DA
2591
Dover Advisors
Virginia
$228K -$137K -1,450 -42%
TH
2592
TCTC Holdings
Texas
$228K +$188K +1,990 +3,980%
ACM
2593
Alamar Capital Management
California
$227K +$192K +2,030 New
GD
2594
Grandfield & Dodd
New York
$227K +$192K +2,030 New
MF
2595
Meridian Financial
Massachusetts
$227K +$192K +2,030 New
ORC
2596
O'Rourke & Company
Massachusetts
$226K +$192K +2,030 New
WF
2597
Whelan Financial
California
$225K +$191K +2,020 New
RCM
2598
Radnor Capital Management
Pennsylvania
$225K +$191K +2,020 New
RFN
2599
Redwood Financial Network
Ohio
$223K -$176K -1,860 -48%
EHC
2600
Everett Harris & Co
California
$223K +$189K +2,000 New
102 103
104
105 106