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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1601
Syntegra Private Wealth Group
Missouri
$794K +$8.56K +120 +1%
MPCG
1602
Matrix Private Capital Group
New York
$791K -$121K -1,700 -16%
CHP
1603
Cable Hill Partners
Oregon
$790K +$32.1K +450 +5%
PVI
1604
Pine Valley Investments
New Jersey
$788K +$89.9K +1,260 +16%
VAG
1605
VisionPoint Advisory Group
Texas
$784K -$245K -3,430 -28%
PW
1606
Peninsula Wealth
California
$783K +$18.5K +260 +3%
SFP
1607
Sandbox Financial Partners
Maryland
$783K +$39.9K +560 +7%
CCM
1608
Carlson Capital Management
Minnesota
$782K +$15K +210 +2%
JCM
1609
Jacobi Capital Management
Pennsylvania
$781K -$14.3K -200 -2%
CM
1610
CastleKnight Management
New York
$781K +$642K +9,000 New
CWM
1611
Cahaba Wealth Management
Georgia
$779K -$59.2K -830 -8%
ICA
1612
Infrastructure Capital Advisors
New York
$778K +$173K +2,420 +37%
CA
1613
Commerzbank Aktiengesellschaft
Germany
$778K +$381K +5,340 +147%
CAG
1614
Crestwood Advisors Group
Massachusetts
$777K -$38.5K -540 -6%
AR
1615
Apeiron RIA
Texas
$777K +$20K +280 +3%
AF
1616
Advisornet Financial
Minnesota
$773K +$101K +1,410 +19%
BC
1617
Brookfield Corp
Ontario, Canada
$764K -$720K -10,090 -53%
PWM
1618
Paulson Wealth Management
Illinois
$762K +$178K +2,500 +40%
LCGC
1619
Legacy Capital Group California
California
$756K -$408K -5,720 -40%
SMC
1620
Smith, Moore & Co
Missouri
$755K -$25.7K -360 -4%
AAM
1621
AMI Asset Management
California
$753K -$361K -5,060 -37%
BAAM
1622
Baker Avenue Asset Management
California
$744K +$7.13K +100 +1%
AL
1623
Aspiriant LLC
California
$743K +$71.3K +1,000 +13%
LWMM
1624
Legacy Wealth Management (Mississippi)
Mississippi
$741K – – –
KCM
1625
KRS Capital Management
Michigan
$739K +$138K +1,940 +29%
63 64
65
66 67