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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1976
Holistic Planning
Texas
$721K +$612K +6,460 New
CWM
1977
Centric Wealth Management
Illinois
$720K +$8.52K +90 +2%
AC
1978
ASB Consultores
Florida
$719K -$286K -3,020 -32%
KC
1979
Kades & Cheifetz
Pennsylvania
$718K +$3.79K +40 +0.6%
FAT
1980
First American Trust
California
$715K +$273K +2,880 +82%
TGAM
1981
TBH Global Asset Management
Tennessee
$715K +$137K +1,450 +29%
HFW
1982
Horizon Family Wealth
Illinois
$715K +$7.58K +80 +1%
ST
1983
Sabal Trust
Florida
$714K +$9.47K +100 +2%
ACC
1984
Acorn Creek Capital
Colorado
$712K +$604K +6,380 New
SSB
1985
Sandy Spring Bank
Maryland
$711K +$15.2K +160 +3%
MHR
1986
Matthew Hamilton Rosenberg
$707K +$106K +1,120 +21%
DLA
1987
Douglas Lane & Associates
New York
$706K -$6.63K -70 -1%
AHL
1988
Abel Hall LLC
Louisiana
$705K +$598K +6,320 New
NWM
1989
Northcape Wealth Management
New York
$704K -$44.5K -470 -7%
OP
1990
ORG Partners
Indiana
$702K +$97.5K +1,030 +20%
VCM
1991
Virtue Capital Management
Tennessee
$700K -$86.2K -910 -12%
MSWM
1992
McGlone Suttner Wealth Management
Wisconsin
$696K +$44.5K +470 +8%
GA
1993
Gateway Advisory
New Jersey
$695K +$294K +3,110 +100%
VFA
1994
Voya Financial Advisors
Connecticut
$695K +$53K +560 +10%
WEG
1995
World Equity Group
Illinois
$692K -$69.1K -730 -11%
SCM
1996
Schnieders Capital Management
California
$682K +$579K +6,110 New
CCA
1997
Cottonwood Capital Advisors
Utah
$682K +$241K +2,540 +71%
SFG
1998
SevenBridge Financial Group
Pennsylvania
$681K – – –
KMWM
1999
Keudell/Morrison Wealth Management
Oregon
$681K -$36K -380 -6%
CIG
2000
Cascade Investment Group
Colorado
$680K +$9.47K +100 +2%
78 79
80
81 82