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Broadcom
AVGO

Name Holding Trade Value Shares
Change 		Change in
Stake
MMCM
2001
Murphy & Mullick Capital Management
New York
$4.8M -$25.7K -72 -0.5%
CWM
2002
Chesapeake Wealth Management
Virginia
$4.79M -$21.5K -60 -0.4%
SLFPAM
2003
St. Louis Financial Planners Asset Management
Missouri
$4.79M -$654K -1,828 -12%
EFMC
2004
Empire Financial Management Company
New York
$4.77M -$88.7K -248 -2%
CRI
2005
Colonial River Investments
Virginia
$4.76M +$1.5M +4,208 +44%
ACM
2006
Ayrshire Capital Management
Connecticut
$4.75M +$4.91M +13,732 New
XF
2007
XML Financial
Maryland
$4.75M +$975K +2,727 +25%
EC
2008
Estate Counselors
Wisconsin
$4.75M – – –
WI
2009
WrapManager Inc
California
$4.74M -$633K -1,771 -11%
BFA
2010
Beaumont Financial Advisors
Massachusetts
$4.73M -$6.46M -18,059 -57%
CCM
2011
Compass Capital Management
Minnesota
$4.72M +$2.68M +7,486 +122%
IIL
2012
Income Insurance Ltd
$4.71M +$4.87M +13,622 New
LS
2013
Leelyn Smith
Illinois
$4.71M +$32.9K +92 +0.7%
MCP
2014
Mirador Capital Partners
California
$4.71M -$212K -593 -4%
CPA
2015
Capital Performance Advisors
California
$4.7M +$1.18M +3,308 +32%
CSPIA
2016
Cary Street Partners Investment Advisory
Virginia
$4.69M +$55.4K +155 +1%
MCA
2017
Millennium Capital Advisors
Arkansas
$4.68M +$6.79K +19 +0.1%
CCP
2018
Cane Capital Partners
Louisiana
$4.67M +$4.83M +13,494 New
HR
2019
Hardy Reed
Mississippi
$4.67M +$82.6K +231 +2%
AMG
2020
Advisors Management Group
Wisconsin
$4.67M -$1.66M -4,646 -26%
BWM
2021
Bosman Wealth Management
California
$4.65M +$262K +734 +6%
FWI
2022
Facet Wealth Inc
Maryland
$4.65M +$2.38M +6,667 +92%
OL
2023
OneFund LLC
Florida
$4.65M +$251K +701 +6%
HNB
2024
Hilltop National Bank
Wyoming
$4.64M -$325K -909 -6%
FCFC
2025
First Commonwealth Financial Corp
Pennsylvania
$4.63M +$94.4K +264 +2%
79 80
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