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Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
WDG
1776
Wealth Dimensions Group
Ohio
$249K +$2.97K +50 +1%
RFP
1777
Roth Financial Partners
Texas
$249K +$235K +3,950 New
CWM
1778
Circle Wealth Management
New Jersey
$246K +$6.53K +110 +3%
RFN
1779
Redwood Financial Network
Ohio
$246K +$232K +3,900 New
GWA
1780
GGM Wealth Advisors
Maryland
$245K – – –
FCFS
1781
First Command Financial Services
Texas
$244K – – –
UF
1782
Univest Financial
Pennsylvania
$244K +$10.1K +170 +5%
FCB
1783
First Command Bank
Texas
$244K +$45.1K +760 +24%
BB
1784
Berkshire Bank
Massachusetts
$241K +$2.97K +50 +1%
CA
1785
Crewe Advisors
Utah
$241K +$153K +2,570 +204%
OFS
1786
OneAscent Financial Services
Alabama
$240K -$42.8K -720 -16%
RWI
1787
Red Wave Investments
Pennsylvania
$240K – – –
SAF
1788
Smith Anglin Financial
Texas
$240K +$20.2K +340 +10%
MSS
1789
Mitchell Sinkler & Starr
Pennsylvania
$239K +$5.94K +100 +3%
TAM
1790
Trillium Asset Management
Massachusetts
$238K -$47.5K -800 -17%
CWA
1791
Clarity Wealth Advisors
California
$238K -$7.72K -130 -3%
FAG
1792
Fortitude Advisory Group
Washington
$237K – – –
SA
1793
Syntax Advisors
New York
$236K -$9.5K -160 -4%
VCG
1794
Vantage Consulting Group
Virginia
$236K -$9.5K -160 -4%
ECM
1795
Elgethun Capital Management
South Dakota
$236K – – –
SYBT
1796
Stock Yards Bank & Trust
Kentucky
$236K +$222K +3,740 New
MSAM
1797
Moloney Securities Asset Management
Missouri
$235K -$26.1K -440 -11%
HCM
1798
Howland Capital Management
Massachusetts
$234K – – –
CISOA
1799
Capital Investment Services of America
Wisconsin
$233K – – –
CFD
1800
Creative Financial Designs
Indiana
$232K +$2.38K +40 +1%