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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
1801
Cerity Partners OCIO
New York
$231K +$594 +10 +0.3%
LMKC
1802
L.M. Kohn & Company
Ohio
$231K +$218K +3,670 New
HCP
1803
Hexagon Capital Partners
Arkansas
$230K +$38K +640 +21%
GSIS
1804
Global Strategic Investment Solutions
Arizona
$230K +$217K +3,660 New
MF
1805
Manchester Financial
California
$229K +$32.1K +540 +17%
V
1806
VeraBank
Texas
$228K -$11.3K -190 -5%
AWM
1807
Accel Wealth Management
Iowa
$228K – – –
VA
1808
Valmark Advisers
Ohio
$228K +$215K +3,620 New
RCG
1809
Rock Creek Group
District of Columbia
$227K -$122K -2,060 -36%
HWM
1810
Hemington Wealth Management
Virginia
$227K +$214K +3,600 New
RWA
1811
Roberts Wealth Advisors
California
$226K – – –
WWG
1812
West Wealth Group
California
$225K -$594 -10 -0.3%
TCOK
1813
Trust Company of Kansas
Kansas
$224K – – –
CAWM
1814
Capital Advisors Wealth Management
Washington
$224K +$19K +320 +10%
FMWA
1815
Forvis Mazars Wealth Advisors
Missouri
$224K +$211K +3,560 New
SFI
1816
SPC Financial Inc
Maryland
$222K +$210K +3,530 New
MIG
1817
McGuire Investment Group
Rhode Island
$221K +$1.78K +30 +0.9%
TPWA
1818
TRUE Private Wealth Advisors
Oregon
$220K -$7.13K -120 -3%
AA
1819
Aire Advisors
California
$220K +$206K +3,460 New
WA
1820
Waverly Advisors
Alabama
$220K +$207K +3,490 New
CFAM
1821
Center For Asset Management
Florida
$218K +$206K +3,460 New
MAG
1822
MRA Advisory Group
New Jersey
$216K -$5.35K -90 -3%
PWM
1823
PBMares Wealth Management
Virginia
$216K – – –
BFA
1824
Beacon Financial Advisory
Ohio
$216K +$2.38K +40 +1%
RIM
1825
Redwood Investment Management
Arizona
$215K -$54.1K -910 -21%
71 72
73
74 75