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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWI
1751
Red Wave Investments
Pennsylvania
$254K +$214K +3,810 New
V
1752
VeraBank
Texas
$254K +$214K +3,810 New
CWM
1753
Circle Wealth Management
New Jersey
$253K +$214K +3,800 New
SG
1754
Swarthmore Group
Pennsylvania
$252K +$213K +3,790 New
MIA
1755
MainStreet Investment Advisors
Illinois
$251K -$32.6K -580 -13%
FAG
1756
Fortitude Advisory Group
Washington
$251K +$212K +3,770 New
BB
1757
Berkshire Bank
Massachusetts
$251K +$212K +3,780 New
TPWA
1758
TRUE Private Wealth Advisors
Oregon
$250K +$212K +3,770 New
MF
1759
Meridian Financial
Massachusetts
$250K +$211K +3,750 New
BBA
1760
BLB&B Advisors
Pennsylvania
$249K -$228K -4,050 -52%
ECM
1761
Elgethun Capital Management
South Dakota
$249K +$211K +3,750 New
HCM
1762
Howland Capital Management
Massachusetts
$247K +$209K +3,710 New
MSS
1763
Mitchell Sinkler & Starr
Pennsylvania
$246K +$208K +3,700 New
UF
1764
Univest Financial
Pennsylvania
$246K +$208K +3,700 New
ESBC
1765
E.S. Barr & Co
Kentucky
$245K +$207K +3,680 New
RWB
1766
RMR Wealth Builders
New Jersey
$244K -$3.73M -66,280 -95%
CRI
1767
Colonial River Investments
Virginia
$244K +$206K +3,660 New
CPO
1768
Cerity Partners OCIO
New York
$244K +$206K +3,670 New
PWM
1769
PRW Wealth Management
Massachusetts
$244K +$206K +3,670 New
CFD
1770
Creative Financial Designs
Indiana
$243K – – –
DIP
1771
DT Investment Partners
Pennsylvania
$242K -$119K -2,120 -37%
AWM
1772
Accel Wealth Management
Iowa
$242K -$9.56K -170 -4%
HFG
1773
Heron Financial Group
New York
$239K -$39.3K -700 -15%
RWA
1774
Roberts Wealth Advisors
California
$239K +$202K +3,600 New
MHR
1775
Matthew Hamilton Rosenberg
$238K +$24.2K +430 +14%
69 70
71
72 73