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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BPW
1976
Bingham Private Wealth
California
$2.53M +$2.02M +10,907 New
WMA
1977
Wealth Management Associates
New Jersey
$2.52M -$84.7K -458 -4%
SW
1978
SkyOak Wealth
Michigan
$2.52M – – –
RMCM
1979
Reynders McVeigh Capital Management
Massachusetts
$2.52M -$48.1K -260 -2%
PFG
1980
PAX Financial Group
Texas
$2.51M +$1.06M +5,727 +112%
CAM
1981
Chesapeake Asset Management
New York
$2.51M -$142K -769 -7%
FC
1982
FCA Corp
Texas
$2.5M +$13.5K +73 +0.7%
OA
1983
Oxbow Advisors
Texas
$2.5M +$13.3K +72 +0.7%
LFP
1984
Leeward Financial Partners
Washington
$2.49M -$1.16M -6,292 -37%
SCP
1985
Stamos Capital Partners
California
$2.48M -$919K -4,970 -32%
HBW
1986
Hazlett, Burt & Watson
West Virginia
$2.48M +$53.1K +287 +3%
OBWG
1987
Onyx Bridge Wealth Group
New York
$2.48M -$199K -1,074 -9%
FA
1988
Fountainhead AM
New Jersey
$2.48M +$246K +1,329 +14%
MMEA
1989
Main Management ETF Advisors
California
$2.48M -$178K -960 -8%
AFPL
1990
Advus Financial Partners, LLC
Florida
$2.47M +$80.1K +433 +4%
PCS
1991
Personal CFO Solutions
New Jersey
$2.47M -$69.9K -378 -3%
WA
1992
Wambolt & Associates
Colorado
$2.47M +$1.1M +5,942 +126%
CIM
1993
Caldwell Investment Management
Ontario, Canada
$2.47M +$1.15M +6,200 +144%
SAM
1994
SP Asset Management
California
$2.44M +$4.81K +26 +0.2%
GCP
1995
GSA Capital Partners
United Kingdom
$2.44M +$1.95M +10,536 New
MW
1996
MBL Wealth
North Carolina
$2.44M -$29.6K -160 -1%
SFG
1997
Snider Financial Group
Washington
$2.44M +$1.94M +10,509 New
LAM
1998
Lewis Asset Management
California
$2.43M +$19.8K +107 +1%
4WM
1999
44 Wealth Management
Oregon
$2.43M -$139K -752 -7%
CBT
2000
Central Bank & Trust
Kentucky
$2.43M -$452K -2,445 -19%
78 79
80
81 82