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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
3476
First National Corp
Massachusetts
$238K – – –
MFC
3477
Morris Financial Concepts
South Carolina
$238K +$24.1K +114 +9%
ONSWM
3478
Old North State Wealth Management
North Carolina
$237K -$10.4K -49 -3%
LPAM
3479
Lodestar Private Asset Management
California
$237K +$59.3K +280 +25%
DI
3480
DAGCO Inc
Ohio
$237K +$299K +1,413 New
VW
3481
Veridan Wealth
Oregon
$236K +$7.41K +35 +3%
CAM
3482
Claret Asset Management
Quebec, Canada
$236K -$289K -1,366 Closed
CIM
3483
Corbyn Investment Management
Maryland
$236K -$36.2K -171 -11%
BWM
3484
Brown Wealth Management
Illinois
$235K +$19K +90 +7%
EL
3485
EQ LLC
Washington
$234K – – –
CSB
3486
City State Bank
Iowa
$234K +$2.12K +10 +0.7%
STCOSD
3487
Sageworth Trust Company of South Dakota
South Dakota
$234K +$296K +1,400 New
SCI
3488
S&CO Inc
Massachusetts
$234K – – –
OIS
3489
OneAscent Investment Solutions
Alabama
$234K +$296K +1,400 New
SAM
3490
Strive Asset Management
Ohio
$234K +$86.8K +410 +42%
WW
3491
Waterfront Wealth
Kansas
$232K +$5.5K +26 +2%
FS
3492
Financial Symmetry
North Carolina
$231K -$128K -603 -30%
MIM
3493
Montgomery Investment Management
Maryland
$231K – – –
WLPWM
3494
Walled Lake Planning & Wealth Management
Illinois
$231K -$12.5K -59 -4%
TIM
3495
Tortoise Investment Management
New York
$230K -$361K -1,704 -55%
PFM
3496
Phillips Financial Management
Indiana
$229K +$10.2K +48 +4%
CFO
3497
Custos Family Office
Texas
$228K +$98K +463 +51%
LWP
3498
LMG Wealth Partners
Louisiana
$228K – – –
OCFG
3499
O'Connor Financial Group
Illinois
$227K +$2.12K +10 +0.7%
KFA
3500
Kelleher Financial Advisors
New York
$226K -$223K -1,055 -44%
138 139
140
141 142