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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SSW
2076
Smith Shellnut Wilson
Mississippi
– -$254K -4,040 Closed
HL
2077
HeadInvest LLC
Maine
– -$254K -4,030 Closed
HFG
2078
Heron Financial Group
New York
– -$254K -4,030 Closed
RB
2079
Renasant Bank
Mississippi
– -$253K -4,010 Closed
UL
2080
Unionview LLC
Washington
– -$253K -4,010 Closed
WDG
2081
Wealth Dimensions Group
Ohio
– -$249K -3,960 Closed
DTC
2082
Davidson Trust Company
Washington
– -$249K -3,950 Closed
RFP
2083
Roth Financial Partners
Texas
– -$249K -3,950 Closed
CWM
2084
Circle Wealth Management
New Jersey
– -$246K -3,910 Closed
RFN
2085
Redwood Financial Network
Ohio
– -$246K -3,900 Closed
UF
2086
Univest Financial
Pennsylvania
– -$244K -3,870 Closed
BB
2087
Berkshire Bank
Massachusetts
– -$241K -3,830 Closed
RWI
2088
Red Wave Investments
Pennsylvania
– -$240K -3,810 Closed
MSS
2089
Mitchell Sinkler & Starr
Pennsylvania
– -$239K -3,800 Closed
SAF
2090
Smith Anglin Financial
Texas
– -$240K -3,800 Closed
CWA
2091
Clarity Wealth Advisors
California
– -$238K -3,780 Closed
TAM
2092
Trillium Asset Management
Massachusetts
– -$238K -3,780 Closed
MSAM
2093
Moloney Securities Asset Management
Missouri
– -$235K -3,730 Closed
FWTB
2094
First Western Trust Bank
Colorado
– -$206K -3,670 Closed
LMKC
2095
L.M. Kohn & Company
Ohio
– -$231K -3,670 Closed
PWM
2096
PRW Wealth Management
Massachusetts
– -$231K -3,670 Closed
GSIS
2097
Global Strategic Investment Solutions
Arizona
– -$230K -3,660 Closed
MF
2098
Manchester Financial
California
– -$229K -3,640 Closed
HWM
2099
Hemington Wealth Management
Virginia
– -$227K -3,600 Closed
RWA
2100
Roberts Wealth Advisors
California
– -$226K -3,600 Closed
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