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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
2001
Veracity Capital
Georgia
$2.42M +$139K +754 +8%
PIA
2002
Prakash Investment Advisors
Massachusetts
$2.42M +$1.93M +10,420 New
PFA
2003
Petra Financial Advisors
Colorado
$2.41M +$7.03K +38 +0.4%
RCM
2004
Raleigh Capital Management
North Carolina
$2.41M -$719K -3,888 -27%
SPWG
2005
Syntegra Private Wealth Group
Missouri
$2.4M +$124K +671 +7%
FFC
2006
First Financial Corp
Indiana
$2.4M – – –
FIB
2007
First Interstate Bank
Montana
$2.39M -$18.5K -100 -1%
LIG
2008
Lokken Investment Group
Delaware
$2.39M +$1.29K +7 +0.1%
MCP
2009
Mirador Capital Partners
California
$2.39M -$230K -1,245 -11%
FC
2010
Fjell Capital
North Dakota
$2.38M +$1.9M +10,287 New
QWM
2011
Quadcap Wealth Management
Texas
$2.38M -$149K -806 -7%
NB
2012
NBT Bank
New York
$2.38M -$566K -3,061 -23%
WFC
2013
Western Financial Corp
California
$2.38M -$183K -987 -9%
AFC
2014
AFT Forsyth & Company
Florida
$2.37M – – –
CWM
2015
Castle Wealth Management
Florida
$2.37M -$49.6K -268 -3%
AWM
2016
Accel Wealth Management
Iowa
$2.37M -$6.1K -33 -0.3%
BFG
2017
Berger Financial Group
Minnesota
$2.37M +$14.1K +76 +0.7%
WPW
2018
Warther Private Wealth
Ohio
$2.36M -$1.26M -6,795 -40%
FW
2019
FullCircle Wealth
Texas
$2.36M -$334K -1,806 -15%
CG
2020
CFO4Life Group
Texas
$2.36M -$153K -825 -8%
LCWM
2021
Legacy Capital Wealth Management
Texas
$2.36M +$1.88M +10,171 New
SCM
2022
Schnieders Capital Management
California
$2.35M +$203K +1,100 +12%
RP
2023
Raelipskie Partnership
Ontario, Canada
$2.35M +$5.55K +30 +0.3%
BFA
2024
Brown Financial Advisors
Ohio
$2.35M +$208K +1,125 +13%
XF
2025
XML Financial
Maryland
$2.35M -$47.7K -258 -2%
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