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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1951
TimeScale Financial
Massachusetts
$9K – – –
TIM
1952
Tortoise Investment Management
New York
$9K +$10.1K +180 New
KFS
1953
Kelly Financial Services
Massachusetts
$8.9K +$561 +10 +6%
FCG
1954
Financial Connections Group
California
$8K – – –
CWM
1955
Castle Wealth Management
Florida
$8K +$9.54K +170 New
MBFW
1956
Morton Brown Family Wealth
Pennsylvania
$8K +$9.54K +170 New
CWM
1957
Cranbrook Wealth Management
Michigan
$7K -$20.8K -370 -71%
WOSD
1958
WFA of San Diego
California
$7K +$7.86K +140 New
WAM
1959
Worth Asset Management
Texas
$6K -$52.2K -930 -89%
PCFFS
1960
Pacific Center for Financial Services
California
$6K +$7.3K +130 New
BCH
1961
Berkshire Capital Holdings
California
$5K – – –
EAM
1962
Eukles Asset Management
Ohio
$5K – – –
FWA
1963
FSC Wealth Advisors
New York
$5K – – –
TC
1964
Trust Company
Kansas
$5K – – –
YAL
1965
Your Advocates Ltd
Texas
$5K – – –
SAM
1966
Strategic Asset Management
Minnesota
$5K +$561 +10 +11%
AW
1967
Avion Wealth
Texas
$5K +$2.81K +50 +83%
TIM
1968
Tevis Investment Management
Texas
$5K +$5.61K +100 New
BIM
1969
Baldwin Investment Management
Pennsylvania
$4.77K -$134K -2,390 -2%
RIM
1970
Rockbridge Investment Management
New York
$4.37K – – –
JFA
1971
JNBA Financial Advisors
Minnesota
$4K -$10.7K -190 -70%
BA
1972
Bellwether Advisors
Nebraska
$4K – – –
HC
1973
Hoese & Co
Minnesota
$4K – – –
CCM
1974
Cribstone Capital Management
Maine
$4K +$4.49K +80 New
TWP
1975
TFO Wealth Partners
Ohio
$4K +$4.49K +80 New
77 78
79
80 81