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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1676
Castle Wealth Management
Florida
$768K +$162K +1,870 +25%
KP
1677
Keel Point
Alabama
$764K -$75.4K -870 -9%
WWG
1678
West Wealth Group
California
$763K -$12.1K -140 -2%
EA
1679
Emerald Advisors
Washington
$763K -$168K -1,940 -17%
SQA
1680
Simon Quick Advisors
New Jersey
$762K +$255K +2,940 +47%
MPCG
1681
Matrix Private Capital Group
New York
$761K +$3.47K +40 +0.4%
BFO
1682
Biltmore Family Office
North Carolina
$756K -$8.67K -100 -1%
JCM
1683
Jacobi Capital Management
Pennsylvania
$755K +$7.8K +90 +1%
SFWA
1684
Summit Financial Wealth Advisors
Louisiana
$753K -$94.5K -1,090 -11%
CSA
1685
Cottage Street Advisors
Massachusetts
$751K +$87.5K +1,010 +13%
BAAM
1686
Baker Avenue Asset Management
California
$750K +$39K +450 +5%
SR
1687
Syntax Research
Florida
$748K +$781K +9,010 New
CM
1688
CastleKnight Management
New York
$748K – – –
ECA
1689
Elevated Capital Advisors
Utah
$747K -$27.7K -320 -3%
FTA
1690
Financial & Tax Architects
Missouri
$747K +$140K +1,610 +22%
FDDB
1691
Fidelity D&D Bancorp
Pennsylvania
$746K +$778K +8,980 New
AFG
1692
ABLE Financial Group
Arizona
$743K -$80.6K -930 -9%
OFG
1693
OmniStar Financial Group
North Carolina
$741K +$166K +1,920 +28%
LWA
1694
Lineweaver Wealth Advisors
Ohio
$734K +$765K +8,820 New
MSAM
1695
Moloney Securities Asset Management
Missouri
$732K -$42.5K -490 -5%
SPWG
1696
Syntegra Private Wealth Group
Missouri
$730K -$31.2K -360 -4%
LCGC
1697
Legacy Capital Group California
California
$728K +$5.2K +60 +0.7%
CAAS
1698
Capital Asset Advisory Services
Michigan
$726K +$41.6K +480 +6%
CT
1699
Coastline Trust
Rhode Island
$726K +$127K +1,460 +20%
TF
1700
Trek Financial
Arizona
$725K +$19.1K +220 +3%
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68
69 70