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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
2001
First Personal Financial Services
North Carolina
$19K – – –
LWA
2002
Lowe Wealth Advisors
Maryland
$19K – – –
MUMSS
2003
Mitsubishi UFJ Morgan Stanley Securities
Japan
$19K +$11.9K +200 +200%
PCOC
2004
Power Corp of Canada
Canada
$18K +$16.6K +280 New
OLVIG
2005
Oliver Lagore Vanvalin Investment Group
Michigan
$18K +$17.2K +290 New
JFA
2006
JNBA Financial Advisors
Minnesota
$17K -$11.9K -200 -43%
FBT
2007
First Bank & Trust
South Dakota
$17K – – –
SLWA
2008
San Luis Wealth Advisors
California
$17K +$14.8K +250 New
IWP
2009
IAG Wealth Partners
Wisconsin
$16K +$5.35K +90 +53%
CWM
2010
Cedar Wealth Management
California
$16K +$14.8K +250 New
CIA
2011
Cascade Investment Advisors
Oregon
$15.7K – – –
MIM
2012
Macroview Investment Management
Maryland
$15K – – –
RA
2013
Rise Advisors
New York
$14K -$1.78K -30 -12%
ACM
2014
AUA Capital Management
Pennsylvania
$14K +$1.19K +20 +10%
KC
2015
Kenfarb & Co
Kentucky
$13K – – –
FA
2016
Financial Avengers
California
$12K – – –
WIA
2017
Wealthstreet Investment Advisors
Texas
$12K – – –
SIC
2018
Salem Investment Counselors
North Carolina
$11K -$238K -4,000 -96%
TF
2019
TimeScale Financial
Massachusetts
$11K – – –
KFS
2020
Kelly Financial Services
Massachusetts
$10.8K – – –
FCG
2021
Financial Connections Group
California
$10K – – –
RBC
2022
Roble Belko & Company
Pennsylvania
$10K +$2.97K +50 +45%
MG
2023
MilWealth Group
Wisconsin
$9.45K – – –
OAJ
2024
Ogorek Anthony Joseph
New York
$9K – – –
SIAP
2025
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$9K +$8.91K +150 New
79 80
81
82 83