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Advanced Micro Devices
AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
2001
Journey Advisory Group
Kentucky
$1.94M -$410 -1 -0%
CWA
2002
Clarus Wealth Advisors
Arizona
$1.94M -$1.9M -4,646 -55%
SFG
2003
Sovereign Financial Group
Connecticut
$1.94M -$29.9K -73 -2%
RBWA
2004
RFG - Bristol Wealth Advisors
Massachusetts
$1.94M -$20.5K -50 -1%
PL
2005
Plancorp LLC
Missouri
$1.94M -$761K -1,856 -34%
FAM
2006
Fairtree Asset Management
South Africa
$1.93M -$908K -2,214 -40%
QFW
2007
QTR Family Wealth
Florida
$1.92M +$107K +260 +9%
MSR
2008
Main Street Research
Connecticut
$1.92M +$66.8K +163 +5%
EWM
2009
Elevation Wealth Management
Minnesota
$1.92M +$43.9K +107 +3%
UWP
2010
Uniting Wealth Partners
Kansas
$1.91M -$41.8K -102 -3%
FFG
2011
Fortem Financial Group
California
$1.9M -$95.1K -232 -7%
FPGK
2012
Financial Partners Group (Kansas)
Kansas
$1.9M +$254K +619 +23%
CWP
2013
Cyndeo Wealth Partners
Florida
$1.9M -$138K -337 -9%
UFF
2014
USA Financial Formulas
Michigan
$1.9M -$559K -1,364 -29%
SF
2015
Sun Financial
Utah
$1.89M -$897K -2,189 -35%
AW
2016
Alteri Wealth
California
$1.89M +$19.7K +48 +1%
WKSWA
2017
White Knight Strategic Wealth Advisors
New Jersey
$1.89M +$141K +344 +12%
FFS
2018
Fischer Financial Services
Pennsylvania
$1.89M +$1.33M +3,250 New
JC
2019
JB Capital
Connecticut
$1.89M -$6.49M -15,841 -83%
FTUS
2020
Flow Traders U.S.
New York
$1.88M -$3M -7,318 -69%
LFS
2021
Legacy Financial Strategies
Kansas
$1.88M +$223K +545 +20%
TCM
2022
Triumph Capital Management
Colorado
$1.88M -$1.63M -3,966 -55%
CFMC
2023
Curbstone Financial Management Corp
New Hampshire
$1.88M -$41.8K -102 -3%
KFAS
2024
Keating Financial Advisory Services
Kansas
$1.88M -$1.64K -4 -0.1%
IWA
2025
IVC Wealth Advisors
Pennsylvania
$1.87M -$56.2K -137 -4%
79 80
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