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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OPWM
2001
Oxinas Partners Wealth Management
Indiana
$1.38M -$251K -1,790 -17%
BAM
2002
Beaumont Asset Management
Texas
$1.37M -$35K -250 -3%
DC
2003
Dantai Capital
Hong Kong
$1.37M – – –
SSWM
2004
Strait & Sound Wealth Management
California
$1.37M +$304K +2,170 +34%
AC
2005
ASB Consultores
Florida
$1.37M -$999K -7,130 -46%
LWMM
2006
Legacy Wealth Management (Mississippi)
Mississippi
$1.37M – – –
BBWA
2007
Bell & Brown Wealth Advisors
California
$1.37M -$338K -2,410 -3%
CI
2008
Clal Insurance
Israel
$1.36M -$631K -4,500 -35%
LA
2009
LexAurum Advisors
Kansas
$1.36M +$19.6K +140 +2%
RB
2010
Renasant Bank
Mississippi
$1.36M +$88.3K +630 +8%
SCP
2011
Sender Company & Partners
New York
$1.36M +$341K +2,430 +40%
RGF
2012
Retirement Guys Formula
Ohio
$1.36M -$149K -1,060 -11%
TGAM
2013
TBH Global Asset Management
Tennessee
$1.36M +$213K +1,520 +22%
JCM
2014
Jacobi Capital Management
Pennsylvania
$1.36M +$88.3K +630 +8%
AWA
2015
Amplius Wealth Advisors
Pennsylvania
$1.35M +$339K +2,420 +40%
QFA
2016
Quantum Financial Advisors
California
$1.35M -$350K -2,500 -23%
EFSCE
2017
Enterprise Financial Services Corp (EFSC)
Missouri
$1.35M +$7.01K +50 +0.6%
CAM
2018
Cidel Asset Management
Ontario, Canada
$1.35M -$189K -1,350 -14%
CHAM
2019
Clear Harbor Asset Management
Connecticut
$1.35M – – –
SWM
2020
Seed Wealth Management
Illinois
$1.35M +$9.81K +70 +0.8%
GCP
2021
GSA Capital Partners
United Kingdom
$1.34M +$1.17M +8,340 New
LEA
2022
Legacy Edge Advisors
New York
$1.34M +$11.2K +80 +1%
AL
2023
Aspiriant LLC
California
$1.33M -$356K -2,540 -23%
AFC
2024
AFT Forsyth & Company
Florida
$1.33M +$104K +740 +10%
MPCG
2025
Matrix Private Capital Group
New York
$1.31M +$18.2K +130 +2%
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