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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
2001
Leeward Financial Partners
Washington
$5.44M -$81.8K -204 -1%
EAN
2002
Excelsior Advisor Network
Colorado
$5.44M +$4.7M +11,725 +438%
ML
2003
McAdam LLC
Pennsylvania
$5.44M +$705K +1,759 +14%
HR
2004
Hardy Reed
Mississippi
$5.42M -$547K -1,365 -9%
IA
2005
IFC Advisors
California
$5.42M -$802 -2 -0%
IC
2006
Inscription Capital
Texas
$5.42M +$1.99M +4,975 +53%
DE
2007
Diversified Enterprises
Delaware
$5.41M +$328K +818 +6%
LCG
2008
Lynx Capital Group
Ohio
$5.4M -$168K -420 -3%
JWM
2009
Jackson Wealth Management
Florida
$5.38M -$59.4M -148,217 -91%
LAM
2010
Lewis Asset Management
California
$5.38M -$29.3K -73 -0.5%
MC
2011
Miramontes Capital
California
$5.38M +$141K +351 +3%
UOIF
2012
University of Illinois Foundation
Illinois
$5.38M – – –
FMTCOCP
2013
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$5.37M -$277K -692 -5%
ABWM
2014
Alpine Bank Wealth Management
Colorado
$5.37M -$82.2K -205 -1%
CFO
2015
Cambient Family Office
Michigan
$5.37M +$660K +1,646 +13%
MA
2016
MJP Associates
Connecticut
$5.36M +$1.8M +4,479 +46%
VIS
2017
Vega Investment Solutions
France
$5.35M -$2.2M -5,490 -28%
RWA
2018
Redhawk Wealth Advisors
Minnesota
$5.35M -$233K -581 -4%
FDS
2019
Freedom Day Solutions
Texas
$5.34M -$62.1K -155 -1%
QWM
2020
Quadcap Wealth Management
Texas
$5.34M +$605K +1,508 +12%
OPW
2021
Osprey Private Wealth
New York
$5.34M +$3.27M +8,159 +137%
TCCM
2022
Timber Creek Capital Management
Massachusetts
$5.33M +$5.66M +14,117 New
RBWA
2023
RFG - Bristol Wealth Advisors
Massachusetts
$5.33M -$162K -405 -3%
VWM
2024
Vertrix Wealth Management
Michigan
$5.33M -$1.38M -3,453 -20%
MCM
2025
Mengis Capital Management
Oregon
$5.32M +$612K +1,527 +12%
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