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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CNTOF
4226
Canandaigua National Trust of Florida
New York
$325K +$78.3K +219 +30%
SR
4227
Swiss Re
Switzerland
$325K +$335K +938 New
BDF
4228
Black Diamond Financial
Maryland
$324K -$25K -70 -7%
BAWM
4229
Bennett Associates Wealth Management
Pennsylvania
$324K +$335K +936 New
GWWM
4230
Great Waters Wealth Management
Minnesota
$323K +$35.8K +100 +12%
PI
4231
Parkside Investments
Illinois
$322K -$303K -848 -48%
TA
4232
TPG Advisors
Illinois
$322K – – –
PWA
4233
Peterson Wealth Advisors
Utah
$320K -$48.3K -135 -13%
FF
4234
Formulate Financial
Florida
$320K +$330K +924 New
HWA
4235
Hilltop Wealth Advisors
North Carolina
$319K +$36.8K +103 +13%
AWM
4236
Absher Wealth Management
North Carolina
$319K -$13.9K -39 -4%
NFG
4237
Northeast Financial Group
Pennsylvania
$319K -$1.79K -5 -0.5%
WIP
4238
WealthCare Investment Partners
Rhode Island
$318K +$715 +2 +0.2%
TFA
4239
TPG Financial Advisors
Oregon
$318K +$14.3K +40 +5%
BFG
4240
Birch Financial Group
New Hampshire
$318K -$427K -1,194 -57%
BC
4241
Bridgefront Capital
Texas
$317K +$98K +274 +43%
DCM
4242
Davis Capital Management
Florida
$316K +$2.5K +7 +0.8%
SPA
4243
Sherbrooke Park Advisers
New York
$316K -$488K -1,366 -60%
CGA
4244
Crescent Grove Advisors
Illinois
$316K +$19.7K +55 +6%
PPWM
4245
Perissos Private Wealth Management
Oklahoma
$315K +$358 +1 +0.1%
PHWA
4246
Petersen Hastings Wealth Advisors
Washington
$315K +$325K +909 New
TPWM
4247
Twelve Points Wealth Management
Massachusetts
$314K – – –
DSCM
4248
Del-Sette Capital Management
New York
$314K – – –
TC
4249
Town Capital
Maryland
$314K +$324K +906 New
MCA
4250
Midwest Capital Advisors
Michigan
$313K -$4.29K -12 -1%
168 169
170
171 172