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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
Circle Wealth Management
New Jersey
$672K +$9.93K +166 +2%
GAG
1977
GM Advisory Group
New York
$671K +$18.5K +309 +3%
SAM
1978
Secure Asset Management
Michigan
$666K -$10.1K -169 -1%
MMC
1979
Mizuho Markets Cayman
Cayman Islands
$665K -$86.4K -1,445 -12%
SAM
1980
S.A. Mason
Michigan
$664K -$12K -200 -2%
LWP
1981
Legacy Wealth Planning
Nevada
$664K -$7.12K -119 -1%
AW
1982
Alpha Windward
Massachusetts
$664K +$319K +5,328 +92%
SB
1983
Sunflower Bank
Texas
$664K +$664K +11,108 New
CYG
1984
Clean Yield Group
Vermont
$663K -$17.9K -300 -3%
BIC
1985
Beach Investment Counsel
Pennsylvania
$658K – – –
BBA
1986
Braun-Bostich & Associates
Pennsylvania
$658K – – –
WMG
1987
WESCAP Management Group
California
$658K – – –
AO
1988
Advisor OS
Illinois
$658K +$658K +11,003 New
MIP
1989
Marietta Investment Partners
Wisconsin
$656K – – –
ZB
1990
Zions Bancorporation
Utah
$654K -$17.9K -300 -3%
AA
1991
Argent Advisors
Louisiana
$653K -$91.5K -1,530 -12%
MF
1992
Manchester Financial
California
$653K -$69.3K -1,159 -10%
IFG
1993
Investors Financial Group
Minnesota
$653K +$4.84K +81 +0.7%
CWM
1994
Connecticut Wealth Management
Connecticut
$652K +$478 +8 +0.1%
BFO
1995
Biltmore Family Office
North Carolina
$648K -$26.6K -444 -4%
PCP
1996
Proficio Capital Partners
Massachusetts
$646K +$68.1K +1,139 +12%
AFWM
1997
AMJ Financial Wealth Management
Virginia
$646K +$646K +10,797 New
TC
1998
TradeLink Capital
Illinois
$646K +$646K +10,800 New
PIA
1999
Perennial Investment Advisors
California
$644K +$30K +501 +5%
GSWM
2000
Golden State Wealth Management
California
$644K +$307K +5,139 +91%
78 79
80
81 82