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Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
1976
Rockbridge Investment Management
New York
$4.37K – – –
JFA
1977
JNBA Financial Advisors
Minnesota
$4K -$10.7K -190 -70%
BA
1978
Bellwether Advisors
Nebraska
$4K – – –
HC
1979
Hoese & Co
Minnesota
$4K – – –
CCM
1980
Cribstone Capital Management
Maine
$4K +$4.49K +80 New
TWP
1981
TFO Wealth Partners
Ohio
$4K +$4.49K +80 New
PP
1982
PFS Partners
New Jersey
$3.61K – – –
MFT
1983
Moisand Fitzgerald Tamayo
Florida
$3K -$2.81K -50 -45%
CC
1984
Corsicana & Co
Texas
$3K – – –
LWANC
1985
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
UFF
1986
USA Financial Formulas
Michigan
$2K -$3.4M -60,540 -100%
RBC
1987
Roble Belko & Company
Pennsylvania
$2K -$6.17K -110 -69%
ACK
1988
Andrew C. Karlinski
$2K – – –
BC
1989
Burleson & Co
California
$2K – – –
RCC
1990
Red Cedar Capital
Nebraska
$2K – – –
FSWA
1991
Financial Synergies Wealth Advisors
Texas
$1.94K +$2.25K +40 New
WA
1992
WestEnd Advisors
North Carolina
$1.94K +$2.25K +40 New
CAC
1993
Certified Advisory Corp
Florida
$1K -$29.2K -520 -95%
AWM
1994
Activest Wealth Management
Florida
$1K – – –
BCPWM
1995
Bradley & Co Private Wealth Management
Florida
$1K – – –
MAM
1996
Marquette Asset Management
Minnesota
$1K – – –
BMD
1997
Better Money Decisions
New Mexico
$1K +$1.12K +20 New
DFCM
1998
Dark Forest Capital Management
Puerto Rico
$1K +$1.12K +20 New
HWM
1999
HighMark Wealth Management
Minnesota
$1K +$1.68K +30 New
FCM
2000
Farallon Capital Management
California
– -$257M -4,088,500 Closed