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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
T
2451
TNF
Montana
$718K -$6.04M -37,690 -90%
GCP
2452
Gill Capital Partners
Colorado
$717K +$7.21K +45 +1%
TCBWMS
2453
Texas Capital Bank Wealth Management Services
Texas
$714K +$28.7K +179 +5%
OPOWM
2454
One Plus One Wealth Management
Florida
$714K -$22.9K -143 -3%
CG
2455
Cynosure Group
Utah
$712K -$1.17M -7,280 -64%
TCM
2456
Telos Capital Management
California
$709K +$16K +100 +2%
MCM
2457
Morton Capital Management
California
$709K +$386K +2,408 +142%
SSG
2458
Summit Securities Group
New York
$707K -$723K -4,510 -52%
BHWM
2459
Bar Harbor Wealth Management
New Hampshire
$707K -$47K -293 -7%
WAG
2460
Winthrop Advisory Group
Massachusetts
$705K +$138K +858 +27%
LSA
2461
Lion Street Advisors
Texas
$705K +$136K +847 +26%
CWA
2462
Clarity Wealth Advisors
California
$704K +$34.3K +214 +6%
RWM
2463
RKL Wealth Management
Pennsylvania
$704K +$157K +981 +32%
PCMC
2464
Private Capital Management (Colorado)
Colorado
$703K -$1.62M -10,113 -71%
GA
2465
Greenspring Advisors
Maryland
$703K +$653K +4,075 New
OWM
2466
OneAscent Wealth Management
Alabama
$701K -$641 -4 -0.1%
WIA
2467
Wetzel Investment Advisors
Indiana
$700K +$50.8K +317 +8%
EI
2468
Ellevest Inc
New York
$698K +$36.1K +225 +6%
KCFA
2469
Key Client Fiduciary Advisors
New Jersey
$698K +$27.9K +174 +4%
WDG
2470
Wealth Dimensions Group
Ohio
$697K +$59.8K +373 +10%
DCP
2471
DSM Capital Partners
Florida
$697K +$433K +2,702 +202%
PIM
2472
Provident Investment Management
Michigan
$693K -$83.4K -520 -11%
LCGC
2473
Legacy Capital Group California
California
$693K -$8.5K -53 -1%
CPW
2474
Catalyst Private Wealth
California
$692K – – –
IPW
2475
Intergy Private Wealth
Colorado
$690K -$4.49K -28 -0.7%
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99
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