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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
2901
Norwood Financial
Pennsylvania
$139K +$37.2K +300 +40%
LD
2902
Lipe & Dalton
New York
$139K – – –
BHWM
2903
Bay Harbor Wealth Management
Maryland
$138K +$2.48K +20 +2%
EWP
2904
Elevation Wealth Partners
California
$138K -$29.7K -240 -19%
WWP
2905
WR Wealth Planners
Missouri
$135K +$126K +1,020 New
PCMC
2906
Planning Capital Management Corporation
Pennsylvania
$134K -$4.96K -40 -4%
PCC
2907
Park Circle Company
Maryland
$133K – – –
SOAMC
2908
Spirit of America Management Corp
New York
$133K – – –
MFC
2909
Mechanics Financial Corp
Ohio
$133K +$124K +1,000 New
PP
2910
Pingora Partners
Wyoming
$133K +$124K +1,000 New
FIM
2911
Fernwood Investment Management
Massachusetts
$131K +$123K +990 New
IPW
2912
Impact Partnership Wealth
Georgia
$130K -$8.67K -70 -7%
FFA
2913
Frazier Financial Advisors
Ohio
$126K +$17.3K +140 +17%
T2I
2914
Turim 21 Investimentos
Brazil
$125K – – –
CSWM
2915
Cassady Schiller Wealth Management
Ohio
$123K +$26K +210 +29%
T
2916
Tidemark
California
$121K +$32.2K +260 +40%
CPG
2917
Cornerstone Planning Group
New Jersey
$121K -$28.5K -230 -19%
IRAG
2918
Investment Research & Advisory Group
Georgia
$121K -$1.24K -10 -1%
TLA
2919
Tanglewood Legacy Advisors
Texas
$119K – – –
RG
2920
Retirement Group
California
$117K – – –
CHC
2921
City Holding Co
West Virginia
$113K – – –
DCP
2922
DSM Capital Partners
Florida
$111K +$33.5K +270 +47%
RTL
2923
Red Tortoise LLC
Georgia
$109K +$24.8K +200 +32%
BC
2924
Barrett & Company
Rhode Island
$101K +$80.5K +650 +591%
OCM
2925
Osterweis Capital Management
California
$99.4K -$37.2K -300 -29%
115 116
117
118 119