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AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2001
ABLE Financial Group
Arizona
$3.05M -$92.1K -424 -4%
SIG
2002
Sky Investment Group
Connecticut
$3.03M +$10.4K +48 +0.4%
NVIM
2003
New Vernon Investment Management
Illinois
$3.03M – – –
PAMS
2004
Pinpoint Asset Management (Singapore)
$3.03M +$2.39M +10,989 New
GWM
2005
GDS Wealth Management
Texas
$3.02M +$18.5K +85 +0.8%
WMP
2006
Wealth Management Partners
Arizona
$3.02M +$144K +663 +6%
BPW
2007
Bingham Private Wealth
California
$3.02M -$51.5K -237 -2%
WA
2008
Wambolt & Associates
Colorado
$3.02M -$177K -814 -7%
CP
2009
Clarendon Private
Massachusetts
$3.02M -$175K -806 -7%
CWM
2010
Castle Wealth Management
Florida
$3.01M +$20.8K +96 +0.9%
ATS
2011
Ashton Thomas Securities
New York
$3M +$190K +874 +9%
BC
2012
Belmont Capital
California
$2.99M – – –
PCIG
2013
Partners Capital Investment Group
Massachusetts
$2.99M -$2.77M -12,772 -54%
PEA
2014
Park Edge Advisors
Ohio
$2.98M +$743K +3,423 +46%
BFG
2015
Beacon Financial Group
Texas
$2.97M +$227K +1,044 +11%
SAM
2016
SP Asset Management
California
$2.97M +$31.3K +144 +1%
PWM
2017
Prentice Wealth Management
New York
$2.97M -$114K -524 -5%
CWA
2018
Canvas Wealth Advisors
Kansas
$2.95M +$134K +616 +7%
DF
2019
Donoghue Forlines
Massachusetts
$2.95M -$197K -906 -8%
NL
2020
Navalign LLC
California
$2.94M -$223K -1,028 -9%
PCS
2021
Personal CFO Solutions
New Jersey
$2.94M +$172K +792 +8%
KIM
2022
Kane Investment Management
California
$2.93M -$663K -3,053 -22%
EHWM
2023
Eads & Heald Wealth Management
Georgia
$2.92M -$197K -907 -8%
WG
2024
Winton Group
United Kingdom
$2.92M +$2.3M +10,580 New
PIA
2025
Pinion Investment Advisors
Kansas
$2.91M -$4.22M -19,445 -65%
79 80
81
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