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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1976
Freedom Investment Management
Connecticut
$1.58M +$1.47M +9,142 New
OMC
1977
Oasis Management Company
Cayman Islands
$1.57M – – –
BFO
1978
Biltmore Family Office
North Carolina
$1.57M +$190K +1,187 +15%
CAM
1979
Close Asset Management
United Kingdom
$1.56M +$258K +1,608 +22%
TGAM
1980
TBH Global Asset Management
Tennessee
$1.56M +$100K +626 +7%
SGI
1981
Summit Global Investments
Utah
$1.56M -$931K -5,806 -39%
NAS
1982
Nicolet Advisory Services
Wisconsin
$1.56M +$272K +1,697 +23%
SCM
1983
Schnieders Capital Management
California
$1.56M +$213K +1,330 +17%
PFA
1984
Pure Financial Advisors
California
$1.56M +$633K +3,946 +78%
GI
1985
GAMCO Investors
Connecticut
$1.56M -$5.61K -35 -0.4%
SFC
1986
SYM Financial Corp
Indiana
$1.55M +$322K +2,008 +29%
BFA
1987
Brown Financial Advisors
Ohio
$1.55M +$22.4K +140 +2%
DMBA
1988
Deseret Mutual Benefit Administrators
Utah
$1.55M -$128K -801 -8%
BWM
1989
BKM Wealth Management
Wisconsin
$1.55M +$1.44M +8,994 New
MWA
1990
Midland Wealth Advisors
Illinois
$1.55M +$32.1K +200 +2%
BWP
1991
Baldwin Wealth Partners
Massachusetts
$1.55M +$391K +2,438 +37%
RGF
1992
Retirement Guys Formula
Ohio
$1.54M +$77.9K +486 +6%
AC
1993
AlphaCore Capital
California
$1.54M +$132K +825 +10%
DCM
1994
Driehaus Capital Management
Illinois
$1.54M +$164K +1,024 +13%
SAM
1995
SignalPoint Asset Management
Missouri
$1.54M -$62.7K -391 -4%
HT
1996
Headlands Technologies
Illinois
$1.54M -$10.7M -67,052 -88%
WH
1997
Willner & Heller
California
$1.54M -$12.5K -78 -0.9%
BAM
1998
Beaumont Asset Management
Texas
$1.54M +$56.3K +351 +4%
HS
1999
HighVista Strategies
Massachusetts
$1.54M +$1.43M +8,900 New
MSRI
2000
Michael S. Ryan Inc
New York
$1.53M +$1.28K +8 +0.1%
78 79
80
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