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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
1976
Vantage Financial Partners (Illinois)
Illinois
$1.42M -$154K -1,100 -11%
BFA
1977
Brown Financial Advisors
Ohio
$1.42M +$1.24M +8,860 New
LC
1978
Lavaca Capital
Texas
$1.42M +$2.8K +20 +0.2%
SIAG
1979
Safeguard Investment Advisory Group
California
$1.42M +$439K +3,130 +55%
CFFP
1980
Center for Financial Planning
Michigan
$1.41M -$209K -1,490 -14%
SGAM
1981
Smith Group Asset Management
Texas
$1.41M -$16.1M -114,760 -93%
MWA
1982
Midland Wealth Advisors
Illinois
$1.41M -$47.6K -340 -4%
MBFW
1983
Morton Brown Family Wealth
Pennsylvania
$1.41M +$10.9M +78,070 +811%
BTWM
1984
Baker Tilly Wealth Management
Wisconsin
$1.4M -$548K -3,910 -31%
DOA
1985
D'Orazio & Associates
Virginia
$1.4M +$33.6K +240 +3%
SFI
1986
SPC Financial Inc
Maryland
$1.4M +$198K +1,410 +19%
NLP
1987
Next Level Private
New York
$1.4M -$181K -1,290 -13%
AA
1988
Apriem Advisors
California
$1.4M +$56.1K +400 +5%
DFC
1989
DB Fitzpatrick & Co
Idaho
$1.4M -$5.61K -40 -0.5%
ECA
1990
Elevated Capital Advisors
Utah
$1.39M +$21K +150 +2%
OLVIG
1991
Oliver Lagore Vanvalin Investment Group
Michigan
$1.39M +$273K +1,950 +29%
CWM
1992
Castle Wealth Management
Florida
$1.39M +$72.9K +520 +6%
CA
1993
Crewe Advisors
Utah
$1.39M +$58.9K +420 +5%
SSG
1994
Summit Securities Group
New York
$1.38M +$366K +2,610 +44%
MAM
1995
Montchanin Asset Management
Delaware
$1.38M – – –
AAP
1996
Arax Advisory Partners
Colorado
$1.38M +$182K +1,300 +18%
HWMO
1997
Heritage Wealth Management (Ohio)
Ohio
$1.38M +$1.14M +8,110 New
SSB
1998
Sandy Spring Bank
Maryland
$1.38M +$284K +2,030 +31%
OFG
1999
OmniStar Financial Group
North Carolina
$1.38M -$4.2K -30 -0.3%
EWM
2000
Evermay Wealth Management
Virginia
$1.38M -$111K -790 -8%
78 79
80
81 82