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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1801
Franklin Street Advisors
North Carolina
$814K -$15.3K -260 -2%
JWM
1802
Jupiter Wealth Management
Colorado
$814K – – –
CCFM
1803
Clear Creek Financial Management
Washington
$814K +$851K +14,495 New
BFA
1804
Beacon Financial Advisory
Ohio
$811K -$10.5K -179 -1%
RSWM
1805
Robertson Stephens Wealth Management
California
$810K +$84.5K +1,439 +11%
SIG
1806
Sargent Investment Group
Maryland
$809K -$31.1K -530 -4%
BWM
1807
BigSur Wealth Management
Florida
$809K +$563K +9,600 +200%
WWM
1808
Windsor Wealth Management
Indiana
$805K -$45.7K -779 -5%
EW
1809
Evoke Wealth
California
$805K -$18.2K -310 -2%
CWA
1810
Clearview Wealth Advisors
Oregon
$805K +$352 +6 +0%
CRC
1811
Curi RMB Capital
Illinois
$804K +$165K +2,811 +24%
CAM
1812
Campion Asset Management
Virginia
$801K -$140K -2,380 -14%
LHC
1813
Little House Capital
Massachusetts
$796K -$513K -8,743 -38%
TCM
1814
Telos Capital Management
California
$796K -$69.4K -1,183 -8%
NAMP
1815
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$794K -$235K -4,000 -22%
SFI
1816
SPC Financial Inc
Maryland
$794K -$29.3K -500 -3%
PH
1817
Pinnacle Holdings
Oklahoma
$793K -$2.7K -46 -0.3%
MSFS
1818
Main Street Financial Solutions
Pennsylvania
$791K +$148K +2,530 +22%
SA
1819
Springowl Associates
New York
$786K +$117K +2,000 +17%
WIA
1820
Wealthstreet Investment Advisors
Texas
$778K -$13.9M -237,134 -94%
OAM
1821
Occidental Asset Management
California
$777K – – –
SIC
1822
Sigma Investment Counselors
Michigan
$777K +$51.3K +874 +7%
BFPW
1823
BOK Financial Private Wealth
Colorado
$777K +$108K +1,841 +15%
SAM
1824
Seelaus Asset Management
New Jersey
$774K +$293 +5 +0%
PCMC
1825
Paragon Capital Management (Colorado)
Colorado
$773K +$197K +3,357 +32%
71 72
73
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