We are live on ! Find out more
AVGO icon

Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
MUMSS
2001
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K +$5.62K +100 New
CB
2002
CNB Bank
Pennsylvania
$6K – – –
WFS
2003
Widmann Financial Services
Maryland
$6K +$5.62K +100 New
BA
2004
Bellwether Advisors
Nebraska
$5K – – –
CP
2005
Corbenic Partners
Pennsylvania
$5K – – –
CC
2006
Corsicana & Co
Texas
$5K – – –
HC
2007
Hoese & Co
Minnesota
$5K – – –
LWANC
2008
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
PP
2009
PFS Partners
New Jersey
$4.88K +$3.94K +70 New
AW
2010
Avion Wealth
Texas
$4K – – –
SIC
2011
SJS Investment Consulting
Ohio
$4K +$3.37K +60 New
DAM
2012
Delta Asset Management
Tennessee
$3K – – –
LAS
2013
Lloyd Advisory Services
Georgia
$3K – – –
PCFFS
2014
Pacific Center for Financial Services
California
$3K – – –
RCC
2015
Red Cedar Capital
Nebraska
$3K – – –
MBFW
2016
Morton Brown Family Wealth
Pennsylvania
$3K +$2.25K +40 New
ACK
2017
Andrew C. Karlinski
$3K +$2.81K +50 New
HF
2018
Halpern Financial
Virginia
$2.66K – – –
BCPWM
2019
Bradley & Co Private Wealth Management
Florida
$2K – – –
FPWM
2020
FSB Premier Wealth Management
Iowa
$2K +$2.25K +40 New
WA
2021
WestEnd Advisors
North Carolina
$2K +$1.69K +30 New
LPWM
2022
Lake Point Wealth Management
Texas
$1K – – –
TFA
2023
Transamerica Financial Advisors
Florida
$1K – – –
UFF
2024
USA Financial Formulas
Michigan
$1K – – –
PA
2025
PSI Advisors
Florida
$1K +$562 +10 New