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Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1951
Global Financial Private Client
Florida
$27.4K – – –
FWM
1952
Focused Wealth Management
New York
$27K – – –
NSB
1953
Norway Savings Bank
Maine
$27K – – –
CSB
1954
City State Bank
Iowa
$27K +$22.5K +400 New
SMG
1955
Spectrum Management Group
Indiana
$25K -$28.1K -500 -57%
ODG
1956
O'Dell Group
Ohio
$25K – – –
BBPWM
1957
Blue Bell Private Wealth Management
Pennsylvania
$25K +$20.8K +370 New
IRAG
1958
Investment Research & Advisory Group
Georgia
$25K +$20.8K +370 New
TWP
1959
TFO Wealth Partners
Ohio
$25K +$23K +410 New
ECM
1960
Estabrook Capital Management
New York
$24K +$20.2K +360 New
FPB
1961
First PREMIER Bank
South Dakota
$23K – – –
PK
1962
Pflug Koory
Nebraska
$23K – – –
JMF
1963
Johnson Midwest Financial
Iowa
$22K – – –
AA
1964
Addison Advisors
Vermont
$22K +$3.37K +60 +22%
SWA
1965
SOA Wealth Advisors
New York
$21K – – –
LWA
1966
Lowe Wealth Advisors
Maryland
$20K – – –
OCM
1967
Orion Capital Management
California
$20K – – –
FPFS
1968
First Personal Financial Services
North Carolina
$20K +$16.9K +300 New
FBT
1969
First Bank & Trust
South Dakota
$18K +$13.5K +240 +800%
COCM
1970
Charter Oak Capital Management
New Hampshire
$17K – – –
CSWM
1971
Cassady Schiller Wealth Management
Ohio
$17K +$14.6K +260 New
SC
1972
Schubert & Co
Texas
$17K +$14.6K +260 New
RA
1973
Rise Advisors
New York
$16.8K +$14.1K +250 New
HVM
1974
Harvest Volatility Management
Connecticut
$16.7K -$10.6M -188,980 -100%
CIA
1975
Cascade Investment Advisors
Oregon
$16.6K – – –