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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1001
Carnegie Investment Counsel
Ohio
$442K +$425K +14,000 New
WPA
1002
West Paces Advisors
Georgia
$440K +$12.4K +410 +3%
LWM
1003
Lenox Wealth Management
Ohio
$438K +$20.9K +690 +5%
HC
1004
Henshaw Capital
Massachusetts
$433K – – –
AFM
1005
Andesa Financial Management
Pennsylvania
$432K -$35.2K -1,160 -8%
BFO
1006
Biltmore Family Office
North Carolina
$428K +$17.9K +590 +5%
RWA
1007
Redhawk Wealth Advisors
Minnesota
$425K +$143K +4,710 +54%
PFPT
1008
Pinnacle Financial Partners (Tennessee)
Tennessee
$422K +$404K +13,320 New
WMA
1009
Wealth Management Associates
New Jersey
$422K – – –
CANY
1010
Caxton Associates (New York)
New York
$421K +$112K +3,700 +38%
AWM
1011
Altavista Wealth Management
North Carolina
$419K -$33.4K -1,100 -8%
GIA
1012
Gladstone Institutional Advisory
Florida
$412K +$42.8K +1,410 +12%
PHS
1013
Pekin Hardy Strauss
Illinois
$411K – – –
FAN
1014
Financial Advisors Network
California
$408K -$6.38K -210 -2%
PFO
1015
Pathstone Family Office
New Jersey
$408K +$14.9K +490 +61%
MCCP
1016
Mission Creek Capital Partners
California
$408K +$392K +12,920 New
BPCE
1017
Bank Pictet & Cie (Europe)
Germany
$404K -$42.5K -1,400 -10%
RMCM
1018
Reynders McVeigh Capital Management
Massachusetts
$402K -$3.04K -100 -0.8%
SG
1019
StoneX Group
New York
$401K -$46.8K -1,540 -11%
HCM
1020
Hollencrest Capital Management
California
$401K +$15.2K +500 +4%
TFCP
1021
Twin Focus Capital Partners
Massachusetts
$397K +$381K +12,560 New
EF
1022
Empirical Finance
Pennsylvania
$396K +$380K +12,530 New
DS
1023
DRW Securities
Illinois
$395K +$380K +12,500 New
RIM
1024
Redwood Investment Management
Arizona
$394K -$3.93M -129,310 -91%
CP
1025
Camelot Portfolios
Ohio
$393K +$1.52K +50 +0.4%
39 40
41
42 43