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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2001
Buckley Wealth Management
Nevada
$1.93M -$258K -1,221 -10%
EHWM
2002
Eads & Heald Wealth Management
Georgia
$1.93M -$113K -532 -4%
AFG
2003
ABLE Financial Group
Arizona
$1.92M +$18K +85 +0.7%
FCM
2004
Fieldview Capital Management
Michigan
$1.92M +$1.66M +7,857 +219%
RFW
2005
Rainier Family Wealth
Washington
$1.91M -$34.9K -165 -1%
UHC
2006
Union Heritage Capital
Michigan
$1.91M +$2.41M +11,400 New
GI
2007
GS Investments
Minnesota
$1.91M +$11K +52 +0.5%
SA
2008
Sovran Advisors
California
$1.91M +$896K +4,233 +61%
PPWM
2009
Paragon Private Wealth Management
Kentucky
$1.9M +$424K +2,004 +21%
TT
2010
TI-Trust
Illinois
$1.9M -$2.12K -10 -0.1%
PFG
2011
Prosperity Financial Group
California
$1.9M +$25.6K +121 +1%
SFS
2012
Stiles Financial Services
Minnesota
$1.9M -$110K -518 -4%
CH
2013
Cromwell Holdings
Wyoming
$1.9M -$30.7K -145 -1%
RS
2014
Rakuten Securities
Japan
$1.89M -$7.81M -36,918 -77%
PWM
2015
Prentice Wealth Management
New York
$1.89M +$1.01M +4,784 +74%
OHWP
2016
Oak Harbor Wealth Partners
North Carolina
$1.88M +$11K +52 +0.5%
AIA
2017
Affinity Investment Advisors
California
$1.88M -$128K -604 -5%
SIG
2018
Sargent Investment Group
Maryland
$1.88M +$835K +3,946 +54%
BPW
2019
Bingham Private Wealth
California
$1.87M +$61.2K +289 +3%
GC
2020
Garde Capital
Washington
$1.87M -$257K -1,212 -10%
MWM
2021
Mindset Wealth Management
Indiana
$1.87M +$38.9K +184 +2%
DA
2022
Drake & Associates
Wisconsin
$1.86M +$462K +2,185 +24%
IGGA
2023
Iron Gate Global Advisors
Utah
$1.86M -$35.6K -168 -1%
RWM
2024
Riverbend Wealth Management
South Carolina
$1.86M +$215K +1,016 +10%
JWCA
2025
J.W. Coons Advisors
Ohio
$1.86M -$236K -1,117 -9%
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