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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1976
Gerber Kawasaki Wealth & Investment Management
California
$721K -$78.6K -830 -11%
HP
1977
Holistic Planning
Texas
$721K +$612K +6,460 New
CWM
1978
Centric Wealth Management
Illinois
$720K +$8.52K +90 +2%
AC
1979
ASB Consultores
Florida
$719K -$286K -3,020 -32%
KC
1980
Kades & Cheifetz
Pennsylvania
$718K +$3.79K +40 +0.6%
FAT
1981
First American Trust
California
$715K +$273K +2,880 +82%
TGAM
1982
TBH Global Asset Management
Tennessee
$715K +$137K +1,450 +29%
HFW
1983
Horizon Family Wealth
Illinois
$715K +$7.58K +80 +1%
ST
1984
Sabal Trust
Florida
$714K +$9.47K +100 +2%
ACC
1985
Acorn Creek Capital
Colorado
$712K +$604K +6,380 New
SSB
1986
Sandy Spring Bank
Maryland
$711K +$15.2K +160 +3%
MHR
1987
Matthew Hamilton Rosenberg
$707K +$106K +1,120 +21%
DLA
1988
Douglas Lane & Associates
New York
$706K -$6.63K -70 -1%
AHL
1989
Abel Hall LLC
Louisiana
$705K +$598K +6,320 New
NWM
1990
Northcape Wealth Management
New York
$704K -$44.5K -470 -7%
OP
1991
ORG Partners
Indiana
$702K +$97.5K +1,030 +20%
VCM
1992
Virtue Capital Management
Tennessee
$700K -$86.2K -910 -12%
MSWM
1993
McGlone Suttner Wealth Management
Wisconsin
$696K +$44.5K +470 +8%
GA
1994
Gateway Advisory
New Jersey
$695K +$294K +3,110 +100%
VFA
1995
Voya Financial Advisors
Connecticut
$695K +$53K +560 +10%
WEG
1996
World Equity Group
Illinois
$692K -$69.1K -730 -11%
SCM
1997
Schnieders Capital Management
California
$682K +$579K +6,110 New
CCA
1998
Cottonwood Capital Advisors
Utah
$682K +$241K +2,540 +71%
SFG
1999
SevenBridge Financial Group
Pennsylvania
$681K – – –
KMWM
2000
Keudell/Morrison Wealth Management
Oregon
$681K -$36K -380 -6%
78 79
80
81 82