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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3351
Omnitrust Wealth Management
Florida
$929K +$959K +2,683 New
EWS
3352
Eagle Wealth Strategies
New Jersey
$927K -$32.9K -92 -3%
TGY2IT
3353
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$926K +$957K +2,676 New
CPIA
3354
Cornell Pochily Investment Advisors
New York
$926K +$38.3K +107 +4%
TF
3355
Tenzing Financial
Virginia
$925K +$956K +2,673 New
WA
3356
Waystone Advisors
Washington
$923K +$953K +2,666 New
PB
3357
Pinnacle Bancorp
Nebraska
$923K -$8.22K -23 -0.9%
LOIP
3358
Live Oak Investment Partners
Texas
$922K -$107K -300 -10%
RK
3359
Rather & Kittrell
Tennessee
$922K +$128K +358 +16%
RW
3360
RVW Wealth
California
$921K +$5.36K +15 +0.6%
TWA
3361
Tandem Wealth Advisors
Arizona
$921K +$153K +428 +19%
WWP
3362
Wise Wealth Partners
Arizona
$920K – – –
HFW
3363
Horizon Family Wealth
Illinois
$920K -$159K -444 -14%
PFA
3364
Pettinga Financial Advisors
Indiana
$918K +$8.94K +25 +1%
PL
3365
PeakShares LLC
Florida
$918K +$948K +2,652 New
HFA
3366
High Falls Advisors
New York
$918K -$55.8K -156 -6%
CWM
3367
Centurion Wealth Management
Virginia
$917K – – –
CAM
3368
Clark Asset Management
New Hampshire
$917K +$232K +648 +32%
WW
3369
Westshore Wealth
California
$916K -$66.2K -185 -7%
ADBIC
3370
A.D. Beadell Investment Counsel
Wisconsin
$916K – – –
PBT
3371
Pictet Bank & Trust
Bahamas
$915K +$946K +2,645 New
YCG
3372
Yeomans Consulting Group
Georgia
$914K -$340K -952 -27%
BSI
3373
Bennett Selby Investments
Maine
$914K – – –
VFP
3374
Vilga Financial Planning
New Jersey
$913K +$944K +2,639 New
TWM
3375
Thryve Wealth Management
Texas
$913K +$943K +2,638 New
133 134
135
136 137