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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
2001
Onyx Bridge Wealth Group
New York
$3.94M +$686K +2,237 +23%
SCM
2002
Seascape Capital Management
New Hampshire
$3.94M -$247K -804 -6%
EGA
2003
E&G Advisors
Texas
$3.94M +$26.1K +85 +0.7%
FNBOH
2004
First National Bank of Hutchinson
Kansas
$3.93M -$341K -1,111 -8%
MSA
2005
Marino Stram & Associates
Massachusetts
$3.91M +$1.33M +4,322 +57%
KWM
2006
Kingsman Wealth Management
Florida
$3.91M +$2.6M +8,477 +252%
BSG
2007
Black Swift Group
Colorado
$3.9M +$3.27M +10,669 +925%
T
2008
TOBAM
France
$3.9M -$960K -3,128 -21%
KIM
2009
Kane Investment Management
California
$3.88M +$351K +1,145 +11%
MTC
2010
Matrix Trust Company
Colorado
$3.86M -$851K -2,774 -19%
PFM
2011
Patton Fund Management
Texas
$3.86M -$71.2K -232 -2%
LAIC
2012
Lederer & Associates Investment Counsel
California
$3.84M -$241K -784 -6%
NAG
2013
Northstar Advisory Group
New Jersey
$3.84M -$332K -1,083 -9%
SH
2014
SLT Holdings
Arizona
$3.84M -$805K -2,625 -18%
USWG
2015
U.S. Wealth Group
New York
$3.83M -$394K -1,283 -10%
DRP
2016
Decker Retirement Planning
Utah
$3.83M +$3.56M +11,605 New
WPA
2017
West Paces Advisors
Georgia
$3.81M -$319K -1,041 -8%
BWG
2018
Berry Wealth Group
Texas
$3.8M -$10.6M -34,663 -75%
SIAG
2019
Safeguard Investment Advisory Group
California
$3.8M -$76.7K -250 -2%
HP
2020
Hilltop Partners
Indiana
$3.8M +$18.1K +59 +0.5%
ACM
2021
Atika Capital Management
New York
$3.79M +$3.53M +11,500 New
AWAU
2022
Alliance Wealth Advisors (Utah)
Utah
$3.79M +$3.09M +10,067 +709%
BI
2023
Bolthouse Investments
California
$3.79M -$291K -950 -8%
NWM
2024
Northcape Wealth Management
New York
$3.79M -$24.8K -81 -0.7%
HNW
2025
High Note Wealth
Minnesota
$3.78M +$2.89M +9,419 +462%
79 80
81
82 83