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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1776
Circle Wealth Management
New Jersey
$246K +$6.53K +110 +3%
RFN
1777
Redwood Financial Network
Ohio
$246K +$232K +3,900 New
GWA
1778
GGM Wealth Advisors
Maryland
$245K – – –
FCFS
1779
First Command Financial Services
Texas
$244K – – –
UF
1780
Univest Financial
Pennsylvania
$244K +$10.1K +170 +5%
FCB
1781
First Command Bank
Texas
$244K +$45.1K +760 +24%
BB
1782
Berkshire Bank
Massachusetts
$241K +$2.97K +50 +1%
CA
1783
Crewe Advisors
Utah
$241K +$153K +2,570 +204%
OFS
1784
OneAscent Financial Services
Alabama
$240K -$42.8K -720 -16%
RWI
1785
Red Wave Investments
Pennsylvania
$240K – – –
SAF
1786
Smith Anglin Financial
Texas
$240K +$20.2K +340 +10%
MSS
1787
Mitchell Sinkler & Starr
Pennsylvania
$239K +$5.94K +100 +3%
TAM
1788
Trillium Asset Management
Massachusetts
$238K -$47.5K -800 -17%
CWA
1789
Clarity Wealth Advisors
California
$238K -$7.72K -130 -3%
FAG
1790
Fortitude Advisory Group
Washington
$237K – – –
SA
1791
Syntax Advisors
New York
$236K -$9.5K -160 -4%
VCG
1792
Vantage Consulting Group
Virginia
$236K -$9.5K -160 -4%
ECM
1793
Elgethun Capital Management
South Dakota
$236K – – –
SYBT
1794
Stock Yards Bank & Trust
Kentucky
$236K +$222K +3,740 New
MSAM
1795
Moloney Securities Asset Management
Missouri
$235K -$26.1K -440 -11%
HCM
1796
Howland Capital Management
Massachusetts
$234K – – –
CISOA
1797
Capital Investment Services of America
Wisconsin
$233K – – –
CFD
1798
Creative Financial Designs
Indiana
$232K +$2.38K +40 +1%
FWTB
1799
First Western Trust Bank
Colorado
$232K +$218K +3,670 New
PWM
1800
PRW Wealth Management
Massachusetts
$231K – – –
70 71
72
73 74