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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
3226
Cornell Pochily Investment Advisors
New York
$336K -$52.3K -247 -11%
FTC
3227
Farmers Trust Company
Ohio
$336K – – –
TA
3228
TrueWealth Advisors
Alabama
$335K -$15.2K -72 -3%
LSWP
3229
Liberty Square Wealth Partners
Pennsylvania
$335K – – –
VR
3230
Valued Retirements
Texas
$335K – – –
SPPAM
3231
Summit Partners Public Asset Management
Massachusetts
$335K +$423K +2,000 New
RMP
3232
Richards, Merrill & Peterson
Washington
$335K -$17.6K -83 -4%
ORC
3233
O'Rourke & Company
Massachusetts
$334K -$5.5K -26 -1%
HIG
3234
Heritage Investment Group
Florida
$333K – – –
VPWA
3235
Vestia Personal Wealth Advisors
Indiana
$333K -$96.1K -454 -19%
CA
3236
Carson Advisory
Georgia
$332K +$109K +515 +35%
MC
3237
Marest Capital
California
$332K -$541K -2,556 -56%
PTB
3238
Pioneer Trust Bank
Oregon
$332K – – –
RCM
3239
Radnor Capital Management
Pennsylvania
$331K -$9.52K -45 -2%
EA
3240
Ergawealth Advisors
Illinois
$331K -$8.04K -38 -2%
UFA
3241
US Financial Advisors
Massachusetts
$330K – – –
TFO
3242
Tarbox Family Office
California
$329K – – –
WCM
3243
Wealthcare Capital Management
Virginia
$329K +$53.3K +252 +15%
MWA
3244
Martel Wealth Advisors
Washington
$328K – – –
SL
3245
Salomon & Ludwin
Virginia
$328K +$78.3K +370 +23%
OR
3246
Olympiad Research
Connecticut
$328K +$415K +1,959 New
EFG
3247
Embree Financial Group
Illinois
$328K +$49.7K +235 +14%
YWS
3248
Yarger Wealth Strategies
Ohio
$327K +$30.1K +142 +8%
BC
3249
Brio Consultants
California
$326K +$43.6K +206 +12%
CWM
3250
Centricity Wealth Management
Ohio
$326K -$5.29K -25 -1%
128 129
130
131 132