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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1976
NBT Bank
New York
$210K +$197K +3,270 New
CCA
1977
Column Capital Advisors
Indiana
$209K -$29.5K -490 -13%
BWM
1978
Baystate Wealth Management
Massachusetts
$208K +$2.41K +40 +1%
BWM
1979
BlackDiamond Wealth Management
New York
$208K +$202K +3,350 New
OFS
1980
OneAscent Financial Services
Alabama
$208K +$195K +3,240 New
DTC
1981
Davidson Trust Company
Washington
$208K +$195K +3,240 New
HCA
1982
Heck Capital Advisors
Wisconsin
$207K +$7.82K +130 +4%
YWM
1983
Yoder Wealth Management
California
$207K +$194K +3,230 New
HFM
1984
Hartford Funds Management
Pennsylvania
$207K +$194K +3,220 New
HL
1985
HeadInvest LLC
Maine
$207K -$49.3K -820 -20%
TCA
1986
Trifecta Capital Advisors
Illinois
$207K – – –
B
1987
Bellecapital
Switzerland
$207K +$194K +3,220 New
SWM
1988
Stockman Wealth Management
Montana
$206K +$193K +3,210 New
KIA
1989
KLR Investment Advisors
Rhode Island
$205K +$192K +3,190 New
KOMWMG
1990
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$204K +$191K +3,170 New
FAT
1991
First American Trust
California
$204K +$191K +3,180 New
AFC
1992
AFT Forsyth & Company
Florida
$203K +$191K +3,170 New
LWM
1993
LJI Wealth Management
Indiana
$203K +$191K +3,170 New
CAM
1994
Claret Asset Management
Quebec, Canada
$203K +$191K +3,170 New
AWA
1995
Aletheian Wealth Advisors
Washington
$202K +$190K +3,150 New
ICP
1996
Interchange Capital Partners
Pennsylvania
$202K +$190K +3,150 New
RBFC
1997
Roman Butler Fullerton & Co
Missouri
$201K +$195K +3,240 New
WW
1998
Westshore Wealth
California
$201K +$188K +3,130 New
RWA
1999
Roberts Wealth Advisors
California
$200K +$190K +3,160 New
BWM
2000
Baron Wealth Management
Michigan
$200K +$188K +3,120 New
78 79
80
81 82