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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
1276
Canandaigua National Corp
New York
$532K +$28.2K +580 +6%
OWM
1277
OneAscent Wealth Management
Alabama
$531K +$533K +10,950 New
LWP
1278
Lumature Wealth Partners
Georgia
$529K +$17.5K +360 +3%
SIMM
1279
Stillwater Investment Management (Minnesota)
Minnesota
$526K +$3.4K +70 +0.6%
BJL
1280
Brighton Jones LLC
Washington
$525K +$34K +700 +7%
MP
1281
McDonald Partners
Ohio
$522K -$297K -6,100 -36%
DC
1282
Derby & Company
Massachusetts
$521K – – –
IA
1283
Insight Advisors
Pennsylvania
$519K -$2.43K -50 -0.5%
PCS
1284
Personal CFO Solutions
New Jersey
$518K -$14.6K -300 -3%
NB
1285
Northwest Bancshares
Pennsylvania
$516K -$171K -3,510 -25%
GDP
1286
Great Diamond Partners
Maine
$514K +$277K +5,700 +116%
CHP
1287
Cable Hill Partners
Oregon
$513K +$22.9K +470 +5%
LAM
1288
L2 Asset Management
Massachusetts
$512K -$364K -7,480 -41%
WA
1289
WBH Advisory
Maryland
$512K – – –
NP
1290
Ninepoint Partners
Ontario, Canada
$511K – – –
SIM
1291
Stratos Investment Management
Ohio
$510K +$512K +10,520 New
DLA
1292
Douglas Lane & Associates
New York
$509K +$84.6K +1,740 +20%
GM
1293
GeoWealth Management
Illinois
$505K +$508K +10,440 New
PFBT
1294
Parkside Financial Bank & Trust
Missouri
$503K +$3.89K +80 +0.8%
TAM
1295
Townsend Asset Management
North Carolina
$502K +$26.3K +540 +5%
MCM
1296
Manchester Capital Management
Vermont
$501K +$184K +3,780 +58%
FMW
1297
Farr Miller & Washington
District of Columbia
$500K – – –
E
1298
Ergoteles
New York
$498K -$12.5M -257,420 -96%
OFS
1299
OneAscent Financial Services
Alabama
$498K +$499K +10,270 New
IHL
1300
Investment House LLC
California
$497K – – –
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