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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
2651
Legacy Capital Group California
California
$922K -$7.4K -40 -1%
HW
2652
Hamilton Wealth
California
$918K +$18.5K +100 +3%
HCM
2653
Hall Capital Management
Rhode Island
$918K +$732K +3,960 New
KCFA
2654
Key Client Fiduciary Advisors
New Jersey
$915K -$17.9K -97 -2%
IPW
2655
Intergy Private Wealth
Colorado
$911K -$13.1K -71 -2%
LWM
2656
LJI Wealth Management
Indiana
$910K -$8.32K -45 -1%
TCG
2657
Transcendent Capital Group
Oklahoma
$908K -$282K -1,526 -28%
CCP
2658
Cassia Capital Partners
North Carolina
$908K +$724K +3,917 New
WWC
2659
Waypoint Wealth Counsel
Georgia
$908K +$30.5K +165 +4%
WIA
2660
Wetzel Investment Advisors
Indiana
$906K -$27.9K -151 -4%
VFG
2661
Victory Financial Group
Texas
$904K +$721K +3,900 New
TCOTS
2662
Trust Company of the South
North Carolina
$900K – – –
MWA
2663
Medallion Wealth Advisors
Connecticut
$898K +$748K +4,044 New
CWG
2664
Crown Wealth Group
North Carolina
$896K +$23.9K +129 +3%
KCPG
2665
Kavar Capital Partners Group
Kansas
$895K – – –
GPA
2666
Guidance Point Advisors
Massachusetts
$894K +$40.3K +218 +6%
MWP
2667
Meridian Wealth Partners
Pennsylvania
$894K -$69K -373 -9%
NCTC
2668
New Covenant Trust Company
Indiana
$890K -$7.58K -41 -1%
SGK
2669
Steigerwald Gordon & Koch
Virginia
$889K -$7.58K -41 -1%
SWM
2670
Sagace Wealth Management
Florida
$888K +$176K +951 +33%
MAM
2671
Martingale Asset Management
Massachusetts
$887K -$249K -1,346 -26%
IP
2672
Interval Partners
New York
$886K +$177K +956 +33%
DWM
2673
DecisionMap Wealth Management
Virginia
$885K +$706K +3,816 New
OWA
2674
ORBA Wealth Advisors
Illinois
$881K – – –
OPWM
2675
Oxinas Partners Wealth Management
Indiana
$880K -$890K -4,810 -56%
105 106
107
108 109