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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BMM
2001
Buffington Mohr McNeal
Idaho
$265K – – –
FBFS
2002
First Business Financial Services
Wisconsin
$265K +$10.9K +250 +5%
SC
2003
Searle & Co
Connecticut
$265K +$250K +5,732 New
PCP
2004
Proficio Capital Partners
Massachusetts
$264K +$52.1K +1,194 +26%
AC
2005
Avestar Capital
New York
$264K +$253K +5,802 New
CFN
2006
Cordasco Financial Network
Florida
$263K – – –
II
2007
Ibex Investors
Colorado
$263K +$245K +5,621 New
EWF
2008
Epstein & White Financial
California
$262K +$264K +6,042 New
PFT
2009
Providence First Trust
Arizona
$261K +$1.22K +28 +0.5%
FAM
2010
Fenimore Asset Management
New York
$261K +$2.75K +63 +1%
CAM
2011
Covenant Asset Management
New Jersey
$260K – – –
FHB
2012
First Hawaiian Bank
Hawaii
$259K +$611 +14 +0.2%
BIA
2013
BHK Investment Advisors
Alabama
$259K +$245K +5,607 New
KIA
2014
Kopp Investment Advisors
Minnesota
$259K +$245K +5,609 New
FCA
2015
Florence Capital Advisors
New York
$258K – – –
VAM
2016
Visionary Asset Management
Texas
$257K +$243K +5,577 New
EWG
2017
Executive Wealth Group
Washington
$256K +$242K +5,552 New
VCM
2018
Vigilant Capital Management
Maine
$256K +$67.9K +1,556 +39%
SS
2019
Sunbelt Securities
Texas
$253K -$55.8K -1,279 -19%
CP
2020
Camelot Portfolios
Ohio
$253K -$36.5K -836 -13%
VA
2021
Valmark Advisers
Ohio
$253K +$239K +5,484 New
RPG
2022
Risk Paradigm Group
Texas
$252K +$58.1K +1,331 +32%
PL
2023
Parthenon LLC
Kentucky
$252K -$62.9K -1,441 -21%
MWM
2024
Meridian Wealth Management
Kentucky
$252K +$16.1K +369 +7%
VNA
2025
VNBTrust National Association
Virginia
$247K +$233K +5,350 New
79 80
81
82 83