We are live on ! Find out more
AVGO icon

Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
1951
Dividend Assets Capital
South Carolina
$47K – – –
NF
1952
Norwood Financial
Pennsylvania
$47K – – –
SIS
1953
Sound Income Strategies
Florida
$47K +$2.97K +50 +7%
VRM
1954
Vectors Research Management
New York
$45K -$30.9K -520 -42%
BFC
1955
Bedel Financial Consulting
Indiana
$43K -$14.3K -240 -26%
VCM
1956
Vigilant Capital Management
Maine
$42K – – –
FCT
1957
First Community Trust
Iowa
$41K – – –
HWA
1958
HHM Wealth Advisors
Tennessee
$41K – – –
HFS
1959
HBC Financial Services
Washington
$36K – – –
WPWM
1960
Western Pacific Wealth Management
Illinois
$36K – – –
DWA
1961
Delos Wealth Advisors
Texas
$35K -$17.8K -300 -35%
TFM
1962
TFC Financial Management
Massachusetts
$35K – – –
SC
1963
Stephens Consulting
Michigan
$34.6K -$26.7K -450 -45%
BBPWM
1964
Blue Bell Private Wealth Management
Pennsylvania
$34K +$10.1K +170 +46%
CAC
1965
Certified Advisory Corp
Florida
$34K +$32.7K +550 New
CWM
1966
Cranbrook Wealth Management
Michigan
$33K – – –
MWM
1967
Mascoma Wealth Management
New Hampshire
$33K – – –
TJHA
1968
Thomas J. Herzfeld Advisors
Florida
$33K – – –
GWMIA
1969
Global Wealth Management Investment Advisory
Florida
$33K +$1.19K +20 +4%
OCM
1970
Orion Capital Management
California
$32K +$12.5K +210 +70%
LAS
1971
Lloyd Advisory Services
Georgia
$32K +$27.3K +460 +920%
AFS
1972
Annapolis Financial Services
Maryland
$31K – – –
TCWA
1973
Ten Capital Wealth Advisors
Washington
$31K – – –
CI
1974
Cordant Inc
Oregon
$31K +$29.1K +490 New
HI
1975
Hoey Investments
Pennsylvania
$30K +$28.5K +480 New