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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2001
Roberts Wealth Advisors
California
$200K +$190K +3,160 New
BWM
2002
Baron Wealth Management
Michigan
$200K +$188K +3,120 New
EL
2003
EMFO LLC
Florida
$199K – – –
TCPG
2004
Trivant Custom Portfolio Group
California
$197K +$185K +3,070 New
GPI
2005
General Partner Inc
Pennsylvania
$197K +$17.4K +290 +10%
GIA
2006
GHP Investment Advisors
Colorado
$195K – – –
RDFA
2007
Ritter Daniher Financial Advisory
Ohio
$194K +$78.2K +1,300 +76%
BCM
2008
Blume Capital Management
California
$192K – – –
AP
2009
Atwood & Palmer
Missouri
$189K – – –
HGERS
2010
Householder Group Estate & Retirement Specialist
Arizona
$187K +$24.7K +410 +16%
KA
2011
Kozak & Associates
Colorado
$179K +$7.82K +130 +5%
LPIC
2012
LeJeune Puetz Investment Counsel
Michigan
$176K +$1.8K +30 +1%
TWA
2013
TCI Wealth Advisors
Arizona
$170K -$3.61K -60 -2%
FCB
2014
First Command Bank
Texas
$169K – – –
FCFS
2015
First Command Financial Services
Texas
$169K – – –
ONST
2016
Old North State Trust
North Carolina
$165K – – –
BWL
2017
Bogart Wealth LLC
Virginia
$158K -$18K -300 -11%
BCMLT
2018
Beacon Capital Management LLC (Tennessee)
Tennessee
$157K -$92.7K -1,540 -39%
WTA
2019
Washington Trust Advisors
Massachusetts
$155K -$6.62K -110 -4%
CCA
2020
Catalyst Capital Advisors
New York
$153K -$46.3K -770 -24%
KFP
2021
KB Financial Partners
New Jersey
$149K -$12K -200 -8%
MS
2022
Mizuho Securities
Japan
$148K +$102K +1,700 +283%
CSC
2023
Caldwell Sutter Capital
California
$145K +$136K +2,260 New
BAM
2024
Baldrige Asset Management
Pennsylvania
$140K +$1.8K +30 +1%
CC
2025
Centiva Capital
New York
$137K +$128K +2,120 +21,200%
79 80
81
82 83