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Advanced Micro Devices
AMD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
2001
Confluence Wealth Services
Pennsylvania
– -$68K -473 Closed
NR
2002
Newfound Research
Massachusetts
– -$65K -453 Closed
WWMSC
2003
Wagner Wealth Management (South Carolina)
South Carolina
– -$50K -347 Closed
ACM
2004
Antonetti Capital Management
Florida
– -$46K -320 Closed
TCM
2005
TD Capital Management
Tennessee
– -$43K -300 Closed
EWM
2006
Edge Wealth Management
New York
– -$37K -255 Closed
WFS
2007
Widmann Financial Services
Maryland
– -$36K -254 Closed
AWA
2008
Aquire Wealth Advisors
Utah
– -$36K -250 Closed
HMS
2009
Hanseatic Management Services
New Mexico
– -$22K -150 Closed
RPCONE
2010
Retirement Planning Company of New England
Rhode Island
– -$17K -125 Closed
EWM
2011
Evermay Wealth Management
Virginia
– -$14K -100 Closed
M1FG
2012
Mach-1 Financial Group
Arkansas
– -$12K -90 Closed
RI
2013
Rinkey Investments
California
– -$10K -75 Closed
CCMW
2014
Cypress Capital Management (Wyoming)
Wyoming
– -$8K -53 Closed
DTIM
2015
Danda Trouve Investment Management
Kansas
– -$8K -53 Closed
BC
2016
Barnett & Company
Tennessee
– -$5K -32 Closed
DWMG
2017
DB Wealth Management Group
California
– -$4K -31 Closed
HNWA
2018
Henrickson Nauta Wealth Advisors
Michigan
– -$3K -25 Closed
RA
2019
Resolute Advisors
California
– -$4K -25 Closed
AHIA
2020
Andrew Hill Investment Advisors
Florida
– -$3K -22 Closed
ACM
2021
Absolute Capital Management
Pennsylvania
– -$2.88K -20 Closed
CFCI
2022
Comprehensive Financial Consultants Institutional
Indiana
– -$1K -15 Closed
FFWM
2023
Future Financial Wealth Management
Ohio
– -$2K -10 Closed
PPWM
2024
PFG Private Wealth Management
Florida
– -$478 -4 -80%
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