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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1826
AFT Forsyth & Company
Florida
$533K +$91K +1,050 +20%
KC
1827
Kades & Cheifetz
Pennsylvania
$532K +$9.54K +110 +2%
VA
1828
Valmark Advisers
Ohio
$532K +$51.1K +590 +10%
DLA
1829
Douglas Lane & Associates
New York
$530K +$7.8K +90 +1%
KFGK
1830
Keystone Financial Group (Kentucky)
Kentucky
$529K +$29.5K +340 +6%
CWM
1831
Cornerstone Wealth Management
Missouri
$528K +$75.4K +870 +16%
HFW
1832
Horizon Family Wealth
Illinois
$525K +$34.7K +400 +7%
PBO
1833
Peoples Bank (Ohio)
Ohio
$524K -$102K -1,180 -16%
ST
1834
Sabal Trust
Florida
$523K +$112K +1,290 +26%
RDWM
1835
Red Door Wealth Management
Tennessee
$520K -$1.29M -14,840 -70%
FMWA
1836
Forvis Mazars Wealth Advisors
Missouri
$520K -$91K -1,050 -14%
CWM
1837
C2C Wealth Management
Arizona
$519K – – –
WCA
1838
Waypoint Capital Advisors
Minnesota
$519K +$19.9K +230 +4%
MCCA
1839
Mill Creek Capital Advisors
Pennsylvania
$517K -$190K -2,190 -26%
PGWM
1840
Parisi Gray Wealth Management
New Jersey
$517K +$539K +6,220 New
SSB
1841
Sandy Spring Bank
Maryland
$516K +$25.1K +290 +5%
FMI
1842
F/M Investments
District of Columbia
$516K +$13K +150 +2%
LAM
1843
Lifestyle Asset Management
Texas
$512K +$210K +2,420 +65%
SRAM
1844
Spouting Rock Asset Management
Pennsylvania
$508K +$291K +3,360 +122%
DFG
1845
Delta Financial Group
New Jersey
$508K +$531K +6,120 New
SFG
1846
SevenBridge Financial Group
Pennsylvania
$507K +$6.93K +80 +1%
GPA
1847
Guidance Point Advisors
Massachusetts
$504K +$16.5K +190 +3%
EFG
1848
Ethos Financial Group
Pennsylvania
$503K +$13K +150 +3%
ICM
1849
IMS Capital Management
Oregon
$503K +$10.4K +120 +2%
FHC
1850
First Heartland Consultants
Missouri
$499K -$44.2K -510 -8%
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