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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2001
RW Investment Management
Idaho
$351K – – –
AP
2002
Adero Partners
California
$350K +$84.1K +970 +30%
HW
2003
Hamilton Wealth
California
$349K +$3.47K +40 +1%
HSA
2004
Hussman Strategic Advisors
Maryland
$349K -$711K -8,200 -66%
RC
2005
Roundview Capital
New Jersey
$349K +$1.73K +20 +0.5%
MA
2006
MKT Advisors
California
$348K -$3.47K -40 -1%
SCM
2007
Sandler Capital Management
New York
$348K – – –
DIM
2008
Delta Investment Management
California
$348K +$363K +4,190 New
GCP
2009
Gill Capital Partners
Colorado
$347K +$3.47K +40 +1%
JLBC
2010
J.L. Bainbridge & Co
Florida
$347K +$10.4K +120 +3%
CTB
2011
Country Trust Bank
Illinois
$346K – – –
KCM
2012
Kathmere Capital Management
Pennsylvania
$346K +$90.2K +1,040 +33%
BAM
2013
Blueshift Asset Management
New Jersey
$346K +$106K +1,220 +41%
FSA
2014
Fort Sheridan Advisors
Illinois
$346K +$127K +1,460 +54%
LSIA
2015
LaSalle St. Investment Advisors
Illinois
$345K +$13.9K +160 +4%
DWM
2016
Darwin Wealth Management
Florida
$345K +$7.8K +90 +2%
JWM
2017
JGP Wealth Management
Oregon
$345K +$867 +10 +0.2%
M1FG
2018
Mach-1 Financial Group
Arkansas
$343K +$146K +1,690 +69%
WA
2019
WBH Advisory
Maryland
$342K +$10.4K +120 +3%
PPWM
2020
Paragon Private Wealth Management
Kentucky
$339K +$26.9K +310 +8%
LNWTC
2021
Laird Norton Wetherby Trust Company
Washington
$338K -$39K -450 -10%
JWM
2022
Janiczek Wealth Management
Colorado
$336K +$203K +2,340 +137%
RWI
2023
Red Wave Investments
Pennsylvania
$336K – – –
SSW
2024
Smith Shellnut Wilson
Mississippi
$336K – – –
SP
2025
Saranac Partners
$334K -$43.3K -500 -11%
79 80
81
82 83