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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1001
Ropes Wealth Advisors
Massachusetts
$297K – – –
MFG
1002
Magnus Financial Group
New York
$296K +$11.9K +420 +4%
VFA
1003
Valeo Financial Advisors
Indiana
$295K +$129K +4,540 +74%
FFN
1004
Focus Financial Network
Minnesota
$292K +$1.14K +40 +0.4%
LFA
1005
Legacy Financial Advisors
Kentucky
$292K – – –
IWA
1006
Intercontinental Wealth Advisors
Texas
$289K +$246K +8,660 +481%
MA
1007
Montag & Associates
Georgia
$285K -$342K -12,040 -54%
ACM
1008
Allred Capital Management
Texas
$283K -$96.4K -3,390 -25%
GAM
1009
GQ Asset Management
New York
$282K -$104K -3,650 -26%
DI
1010
DFPG Investments
Utah
$282K -$39.2K -1,380 -12%
PWPS
1011
Pinnacle Wealth Planning Services
Ohio
$281K +$290K +10,200 New
ESB
1012
Essex Savings Bank
Connecticut
$280K -$52K -1,830 -15%
WPW
1013
Waldron Private Wealth
Pennsylvania
$278K -$2.84K -100 -1%
1IA
1014
1834 Investment Advisors
Wisconsin
$276K +$284K +10,000 New
ECM
1015
ExodusPoint Capital Management
New York
$276K +$284K +10,000 New
SIM
1016
SSI Investment Management
California
$275K – – –
ED
1017
Exane Derivatives
France
$272K +$171K +6,020 +158%
HIC
1018
Holderness Investments Company
North Carolina
$271K -$78.2K -2,750 -22%
NNP
1019
Nachman Norwood & Parrott
South Carolina
$269K +$1.42K +50 +0.5%
GC
1020
Gilbert & Cook
Iowa
$267K +$26.7K +940 +11%
EW
1021
Evoke Wealth
California
$267K +$272K +9,560 New
CANY
1022
Caxton Associates (New York)
New York
$266K -$1.72M -60,370 -86%
OFG
1023
OmniStar Financial Group
North Carolina
$266K -$608K -21,380 -69%
CYG
1024
Clean Yield Group
Vermont
$264K – – –
WA
1025
WBH Advisory
Maryland
$264K +$284 +10 +0.1%
39 40
41
42 43