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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2301
Hofer & Associates
California
$562K – – –
RT
2302
Rockland Trust
Massachusetts
$562K -$156K -1,260 -23%
BSB
2303
Bangor Savings Bank
Maine
$562K +$12.4K +100 +2%
OWM
2304
OneAscent Wealth Management
Alabama
$561K -$149K -1,200 -22%
VAM
2305
Verity Asset Management
North Carolina
$561K -$38.4K -310 -7%
HIM
2306
Hillsdale Investment Management
Ontario, Canada
$557K +$136K +1,100 +35%
JWM
2307
JGP Wealth Management
Oregon
$556K -$1.24K -10 -0.2%
SCM
2308
Sandler Capital Management
New York
$555K – – –
RW
2309
Rockport Wealth
Ohio
$553K +$517K +4,170 New
SAM
2310
Secure Asset Management
Michigan
$551K -$104K -840 -17%
BCM
2311
BluePath Capital Management
Georgia
$550K -$256K -2,070 -33%
FH
2312
FWG Holdings
Florida
$550K +$42.1K +340 +9%
MTIC
2313
Missouri Trust & Investment Company
Missouri
$549K +$92.9K +750 +22%
MFS
2314
McNamara Financial Services
Massachusetts
$549K +$513K +4,140 New
FG
2315
Foster Group
Iowa
$541K +$115K +930 +30%
AA
2316
Auxano Advisors
Washington
$540K +$9.91K +80 +2%
EWS
2317
Eagle Wealth Strategies
New Jersey
$539K -$114K -920 -19%
GCP
2318
Gill Capital Partners
Colorado
$538K – – –
AGA
2319
Arkos Global Advisors
Texas
$538K -$176K -1,420 -26%
WA
2320
WBH Advisory
Maryland
$537K +$4.96K +40 +1%
SFS
2321
Security Financial Services
Indiana
$537K +$6.2K +50 +1%
NAMP
2322
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$537K +$68.1K +550 +16%
BFWA
2323
Benchmark Financial Wealth Advisors
Florida
$536K +$4.96K +40 +1%
SB
2324
Sunflower Bank
Texas
$535K -$43.4K -350 -8%
CFD
2325
Creative Financial Designs
Indiana
$535K -$97.9K -790 -16%
91 92
93
94 95