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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2001
Clarity Wealth Advisors
California
$308K +$7.84K +110 +3%
HVP
2002
Hudson Value Partners
Florida
$307K +$252K +3,540 New
WA
2003
Wealthstream Advisors
New York
$307K +$252K +3,540 New
AWA
2004
Aletheian Wealth Advisors
Washington
$305K +$26.4K +370 +12%
CL
2005
CSS LLC
Illinois
$304K +$250K +3,500 New
ODG
2006
O'Dell Group
Ohio
$302K +$248K +3,480 New
WCG
2007
Weaver Consulting Group
California
$300K +$247K +3,460 New
HWM
2008
Hemington Wealth Management
Virginia
$300K -$17.8K -250 -7%
WLPWM
2009
Walled Lake Planning & Wealth Management
Illinois
$300K +$247K +3,460 New
JSAM
2010
J. Safra Asset Management
New York
$299K – – –
KIA
2011
KLR Investment Advisors
Rhode Island
$299K +$18.5K +260 +8%
GFP
2012
Guardian Financial Partners
California
$299K +$246K +3,450 New
DA
2013
Dover Advisors
Virginia
$298K -$97K -1,360 -28%
EBA
2014
Eagle Bay Advisors
New York
$297K -$9.27K -130 -4%
GJIA
2015
Glass Jacobson Investment Advisors
Maryland
$296K +$243K +3,410 New
CSC
2016
Caldwell Sutter Capital
California
$295K +$81.3K +1,140 +50%
WA
2017
WESPAC Advisors
California
$295K +$242K +3,400 New
MHWM
2018
Montz Harcus Wealth Management
Louisiana
$295K +$242K +3,400 New
WAM
2019
Weatherly Asset Management
California
$294K +$242K +3,390 New
RBFC
2020
Roman Butler Fullerton & Co
Missouri
$293K +$713 +10 +0.3%
ES
2021
Eagle Strategies
New York
$293K +$240K +3,370 New
CAM
2022
Campion Asset Management
Virginia
$292K -$280K -3,930 -54%
BAM
2023
Byrne Asset Management
New Jersey
$292K -$5.71K -80 -2%
PI
2024
Parkside Investments
Illinois
$288K +$1.43K +20 +0.6%
AMM
2025
American Money Management
California
$287K -$4.99K -70 -2%
79 80
81
82 83