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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1601
LCM Capital Management
Illinois
$796K +$20K +280 +3%
SPWG
1602
Syntegra Private Wealth Group
Missouri
$794K +$8.56K +120 +1%
MPCG
1603
Matrix Private Capital Group
New York
$791K -$121K -1,700 -16%
CHP
1604
Cable Hill Partners
Oregon
$790K +$32.1K +450 +5%
PVI
1605
Pine Valley Investments
New Jersey
$788K +$89.9K +1,260 +16%
VAG
1606
VisionPoint Advisory Group
Texas
$784K -$245K -3,430 -28%
PW
1607
Peninsula Wealth
California
$783K +$18.5K +260 +3%
SFP
1608
Sandbox Financial Partners
Maryland
$783K +$39.9K +560 +7%
CCM
1609
Carlson Capital Management
Minnesota
$782K +$15K +210 +2%
JCM
1610
Jacobi Capital Management
Pennsylvania
$781K -$14.3K -200 -2%
CM
1611
CastleKnight Management
New York
$781K +$642K +9,000 New
CWM
1612
Cahaba Wealth Management
Georgia
$779K -$59.2K -830 -8%
ICA
1613
Infrastructure Capital Advisors
New York
$778K +$173K +2,420 +37%
CA
1614
Commerzbank Aktiengesellschaft
Germany
$778K +$381K +5,340 +147%
CAG
1615
Crestwood Advisors Group
Massachusetts
$777K -$38.5K -540 -6%
AR
1616
Apeiron RIA
Texas
$777K +$20K +280 +3%
AF
1617
Advisornet Financial
Minnesota
$773K +$101K +1,410 +19%
BC
1618
Brookfield Corp
Ontario, Canada
$764K -$720K -10,090 -53%
PWM
1619
Paulson Wealth Management
Illinois
$762K +$178K +2,500 +40%
LCGC
1620
Legacy Capital Group California
California
$756K -$408K -5,720 -40%
SMC
1621
Smith, Moore & Co
Missouri
$755K -$25.7K -360 -4%
AAM
1622
AMI Asset Management
California
$753K -$361K -5,060 -37%
BAAM
1623
Baker Avenue Asset Management
California
$744K +$7.13K +100 +1%
AL
1624
Aspiriant LLC
California
$743K +$71.3K +1,000 +13%
LWMM
1625
Legacy Wealth Management (Mississippi)
Mississippi
$741K – – –
63 64
65
66 67