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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1276
MUFG Americas
New York
$537K +$176K +3,620 +49%
BCM
1277
Barometer Capital Management
Ontario, Canada
$533K +$535K +11,000 New
NVIM
1278
New Vernon Investment Management
Illinois
$533K – – –
RIA
1279
Realta Investment Advisors
Delaware
$533K +$50.1K +1,030 +10%
CPA
1280
Clear Perspective Advisors
Illinois
$532K -$8.75K -180 -2%
CNC
1281
Canandaigua National Corp
New York
$532K +$28.2K +580 +6%
OWM
1282
OneAscent Wealth Management
Alabama
$531K +$533K +10,950 New
LWP
1283
Lumature Wealth Partners
Georgia
$529K +$17.5K +360 +3%
AFP
1284
Advus Financial Partners
Florida
$527K +$385K +7,920 New
SIMM
1285
Stillwater Investment Management (Minnesota)
Minnesota
$526K +$3.4K +70 +0.6%
BJL
1286
Brighton Jones LLC
Washington
$525K +$34K +700 +7%
MP
1287
McDonald Partners
Ohio
$522K -$297K -6,100 -36%
DC
1288
Derby & Company
Massachusetts
$521K – – –
IA
1289
Insight Advisors
Pennsylvania
$519K -$2.43K -50 -0.5%
PCS
1290
Personal CFO Solutions
New Jersey
$518K -$14.6K -300 -3%
NB
1291
Northwest Bancshares
Pennsylvania
$516K -$171K -3,510 -25%
GDP
1292
Great Diamond Partners
Maine
$514K +$277K +5,700 +116%
CHP
1293
Cable Hill Partners
Oregon
$513K +$22.9K +470 +5%
LAM
1294
L2 Asset Management
Massachusetts
$512K -$364K -7,480 -41%
WA
1295
WBH Advisory
Maryland
$512K – – –
NP
1296
Ninepoint Partners
Ontario, Canada
$511K – – –
SIM
1297
Stratos Investment Management
Ohio
$510K +$512K +10,520 New
DLA
1298
Douglas Lane & Associates
New York
$509K +$84.6K +1,740 +20%
GM
1299
GeoWealth Management
Illinois
$505K +$508K +10,440 New
PFBT
1300
Parkside Financial Bank & Trust
Missouri
$503K +$3.89K +80 +0.8%
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