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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1826
Callan Capital
California
$537K +$146K +1,690 +35%
AFC
1827
AFT Forsyth & Company
Florida
$533K +$91K +1,050 +20%
KC
1828
Kades & Cheifetz
Pennsylvania
$532K +$9.54K +110 +2%
VA
1829
Valmark Advisers
Ohio
$532K +$51.1K +590 +10%
DLA
1830
Douglas Lane & Associates
New York
$530K +$7.8K +90 +1%
KFGK
1831
Keystone Financial Group (Kentucky)
Kentucky
$529K +$29.5K +340 +6%
CWM
1832
Cornerstone Wealth Management
Missouri
$528K +$75.4K +870 +16%
HFW
1833
Horizon Family Wealth
Illinois
$525K +$34.7K +400 +7%
PBO
1834
Peoples Bank (Ohio)
Ohio
$524K -$102K -1,180 -16%
ST
1835
Sabal Trust
Florida
$523K +$112K +1,290 +26%
RDWM
1836
Red Door Wealth Management
Tennessee
$520K -$1.29M -14,840 -70%
FMWA
1837
Forvis Mazars Wealth Advisors
Missouri
$520K -$91K -1,050 -14%
CWM
1838
C2C Wealth Management
Arizona
$519K – – –
WCA
1839
Waypoint Capital Advisors
Minnesota
$519K +$19.9K +230 +4%
MCCA
1840
Mill Creek Capital Advisors
Pennsylvania
$517K -$190K -2,190 -26%
PGWM
1841
Parisi Gray Wealth Management
New Jersey
$517K +$539K +6,220 New
SSB
1842
Sandy Spring Bank
Maryland
$516K +$25.1K +290 +5%
FMI
1843
F/M Investments
District of Columbia
$516K +$13K +150 +2%
LAM
1844
Lifestyle Asset Management
Texas
$512K +$210K +2,420 +65%
SRAM
1845
Spouting Rock Asset Management
Pennsylvania
$508K +$291K +3,360 +122%
DFG
1846
Delta Financial Group
New Jersey
$508K +$531K +6,120 New
SFG
1847
SevenBridge Financial Group
Pennsylvania
$507K +$6.93K +80 +1%
GPA
1848
Guidance Point Advisors
Massachusetts
$504K +$16.5K +190 +3%
EFG
1849
Ethos Financial Group
Pennsylvania
$503K +$13K +150 +3%
ICM
1850
IMS Capital Management
Oregon
$503K +$10.4K +120 +2%
72 73
74
75 76