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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
1976
Global Retirement Partners
California
$709K +$29.4K +493 +5%
GA
1977
Geller Advisors
New York
$708K +$162K +2,721 +33%
CCM
1978
Crew Capital Management
Ohio
$708K +$659K +11,055 New
TW
1979
TrinityPoint Wealth
Connecticut
$705K +$13.3K +223 +2%
BIC
1980
Beach Investment Counsel
Pennsylvania
$704K – – –
TCM
1981
Traynor Capital Management
Pennsylvania
$702K -$499K -8,371 -43%
PCG
1982
Private Capital Group
Connecticut
$700K -$451K -7,576 -41%
MWC
1983
MBM Wealth Consultants
Missouri
$699K -$122K -2,040 -16%
FAN
1984
Financial Advisors Network
California
$698K +$324K +5,429 +99%
BFO
1985
Biltmore Family Office
North Carolina
$696K +$298 +5 +0%
FHC
1986
First Heartland Consultants
Missouri
$696K +$2.98K +50 +0.5%
OWM
1987
Opes Wealth Management
California
$696K +$87.2K +1,464 +16%
SMC
1988
Smith, Moore & Co
Missouri
$695K -$89.9K -1,508 -12%
OA
1989
Oxbow Advisors
Texas
$694K +$1.49K +25 +0.2%
IFG
1990
Investors Financial Group
Minnesota
$693K +$11.9K +200 +2%
NFG
1991
Nadler Financial Group
Illinois
$691K +$2.09K +35 +0.3%
WCAMG
1992
Woodard & Company Asset Management Group
North Carolina
$690K -$780K -13,082 -55%
MSR
1993
Main Street Research
Connecticut
$689K +$641K +10,763 New
DA
1994
Detalus Advisors
Missouri
$688K -$98K -1,645 -13%
BCA
1995
Berman Capital Advisors
Georgia
$688K +$87.5K +1,469 +16%
BTWM
1996
Baker Tilly Wealth Management
Wisconsin
$686K +$76.3K +1,281 +14%
PCM
1997
Perritt Capital Management
Illinois
$683K – – –
CRI
1998
Colonial River Investments
Virginia
$682K -$16.6K -278 -3%
OWM
1999
OneAscent Wealth Management
Alabama
$681K +$634K +10,644 New
CA
2000
CGN Advisors
Kansas
$679K -$49.3K -828 -7%
78 79
80
81 82