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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1976
Advisornet Financial
Minnesota
$4.93M -$63.7K -178 -1%
LJCM
1977
Lee Johnson Capital Management
Texas
$4.92M +$5.09M +14,224 New
CA
1978
Continuum Advisory
Idaho
$4.92M +$270K +756 +6%
HBT
1979
Heartland Bank & Trust
Illinois
$4.92M -$165K -461 -3%
GIA
1980
Guyasuta Investment Advisors
Pennsylvania
$4.91M +$1.85M +5,178 +58%
NI
1981
NCP Inc
California
$4.9M +$737K +2,061 +17%
WE
1982
Wealth Effects
Massachusetts
$4.9M -$106K -297 -2%
EWA
1983
Eagle Wealth Advisors
Connecticut
$4.9M +$5.06M +14,145 New
HIS
1984
Harvest Investment Services
Illinois
$4.89M +$154K +432 +3%
RZH
1985
Relyea Zuckerberg Hanson
Connecticut
$4.89M -$146K -408 -3%
SC
1986
Sepio Capital
Utah
$4.89M +$2.97M +8,296 +142%
LFP
1987
Leeward Financial Partners
Washington
$4.87M +$455K +1,271 +10%
LAM
1988
Lewis Asset Management
California
$4.87M +$131K +366 +3%
SFG
1989
SevenBridge Financial Group
Pennsylvania
$4.87M +$187K +523 +4%
PWA
1990
Phoenix Wealth Advisors
North Carolina
$4.86M -$39K -109 -0.8%
CH
1991
Cromwell Holdings
Wyoming
$4.85M – – –
MAM
1992
Milestone Asset Management
Pennsylvania
$4.85M +$4.59M +12,826 +1,078%
BWP
1993
BSW Wealth Partners
Colorado
$4.85M -$293K -820 -6%
CCM
1994
Consolidated Capital Management
California
$4.84M +$4.65M +12,994 +1,294%
AA
1995
Altman Advisors
Illinois
$4.83M -$1.49M -4,179 -23%
SFC
1996
SYM Financial Corp
Indiana
$4.83M +$16.8K +47 +0.3%
AWC
1997
Abundance Wealth Counselors
Pennsylvania
$4.83M -$123K -345 -2%
AOWM
1998
Asset One Wealth Management
Washington
$4.83M +$5.21M +14,574 New
JCM
1999
Jacobi Capital Management
Pennsylvania
$4.81M +$149K +418 +3%
PFG
2000
Prosperity Financial Group
California
$4.81M +$411K +1,148 +9%
78 79
80
81 82