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Broadcom

Name Holding Trade Value Shares
Change
Change in
Stake
HC
2001
Hoese & Co
Minnesota
$5K
LWANC
2002
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
PP
2003
PFS Partners
New Jersey
$4.88K +$3.94K +70 New
AW
2004
Avion Wealth
Texas
$4K
SIC
2005
SJS Investment Consulting
Ohio
$4K +$3.37K +60 New
DAM
2006
Delta Asset Management
Tennessee
$3K
LAS
2007
Lloyd Advisory Services
Georgia
$3K
PCFFS
2008
Pacific Center for Financial Services
California
$3K
RCC
2009
Red Cedar Capital
Nebraska
$3K
MBFW
2010
Morton Brown Family Wealth
Pennsylvania
$3K +$2.25K +40 New
ACK
2011
Andrew C. Karlinski
$3K +$2.81K +50 New
HF
2012
Halpern Financial
Virginia
$2.66K
BCPWM
2013
Bradley & Co Private Wealth Management
Florida
$2K
FPWM
2014
FSB Premier Wealth Management
Iowa
$2K +$2.25K +40 New
WA
2015
WestEnd Advisors
North Carolina
$2K +$1.69K +30 New
LPWM
2016
Lake Point Wealth Management
Texas
$1K
TFA
2017
Transamerica Financial Advisors
Florida
$1K
UFF
2018
USA Financial Formulas
Michigan
$1K
PA
2019
PSI Advisors
Florida
$1K +$562 +10 New
AWM
2020
Activest Wealth Management
Florida
$1K +$1.12K +20 New
DFCM
2021
Dark Forest Capital Management
Puerto Rico
$1K +$1.12K +20 New
FHC
2022
First Heartland Consultants
Missouri
$852 -$46.7K -830 -6%
PCH
2023
Polar Capital Holdings
United Kingdom
$783 +$662K +11,770 New
FGAM
2024
Financial Gravity Asset Management
Texas
$619 +$1.49M +26,590 +22,158%
RTC
2025
Riverview Trust Company
Washington
$600