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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1976
PFS Partners
New Jersey
$3.61K – – –
BRWM
1977
B. Riley Wealth Management
Tennessee
$3.44K +$287K +5,120 +8%
HT
1978
HighTower Trust
Texas
$3.03K +$10.4M +184,910 +866%
MFT
1979
Moisand Fitzgerald Tamayo
Florida
$3K -$2.81K -50 -45%
CC
1980
Corsicana & Co
Texas
$3K – – –
LWANC
1981
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
AR
1982
Apeiron RIA
Texas
$2.43K -$235K -4,180 -46%
UFF
1983
USA Financial Formulas
Michigan
$2K -$3.4M -60,540 -100%
RBC
1984
Roble Belko & Company
Pennsylvania
$2K -$6.17K -110 -69%
ACK
1985
Andrew C. Karlinski
$2K – – –
BC
1986
Burleson & Co
California
$2K – – –
RCC
1987
Red Cedar Capital
Nebraska
$2K – – –
FSWA
1988
Financial Synergies Wealth Advisors
Texas
$1.94K +$2.25K +40 New
WA
1989
WestEnd Advisors
North Carolina
$1.94K +$2.25K +40 New
WC
1990
Wexford Capital
Florida
$1.7K +$1.96M +35,000 New
CAC
1991
Certified Advisory Corp
Florida
$1K -$29.2K -520 -95%
AWM
1992
Activest Wealth Management
Florida
$1K – – –
BCPWM
1993
Bradley & Co Private Wealth Management
Florida
$1K – – –
MAM
1994
Marquette Asset Management
Minnesota
$1K – – –
BMD
1995
Better Money Decisions
New Mexico
$1K +$1.12K +20 New
DFCM
1996
Dark Forest Capital Management
Puerto Rico
$1K +$1.12K +20 New
HWM
1997
HighMark Wealth Management
Minnesota
$1K +$1.68K +30 New
PCH
1998
Polar Capital Holdings
United Kingdom
$723 +$103K +1,840 +14%
IAIM
1999
International Assets Investment Management
Florida
$618 +$3.93K +70 +0.6%
FGAM
2000
Financial Gravity Asset Management
Texas
$469 -$727K -12,960 -23%
78 79
80
81 82