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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
FCAG
2001
First Capital Advisors Group
New Jersey
$298K -$51.7K -973 -14%
EP
2002
Edgestream Partners
New Jersey
$297K +$318K +5,982 New
SAM
2003
Summit Asset Management
Tennessee
$295K – – –
PL
2004
Plancorp LLC
Missouri
$293K -$10.6K -200 -3%
KTM
2005
Keeler Thomas Management
Utah
$293K +$314K +5,914 New
MSR
2006
Main Street Research
Connecticut
$292K -$136K -2,563 -30%
VCM
2007
Vigilant Capital Management
Maine
$292K -$13.2K -248 -4%
PA
2008
Parkside Advisors
California
$292K – – –
CAM
2009
Covenant Asset Management
New Jersey
$292K +$13.3K +250 +4%
HA
2010
Hays Advisory
Tennessee
$291K -$32.6K -614 -9%
FNBOO
2011
First National Bank of Omaha
Nebraska
$291K -$17.9K -338 -5%
CFN
2012
Cordasco Financial Network
Florida
$289K +$6.16K +116 +2%
PAS
2013
Professional Advisory Services
Florida
$288K – – –
AC
2014
Avestar Capital
New York
$287K +$4.46K +84 +1%
RIG
2015
Roosevelt Investment Group
New York
$286K -$2.34K -44 -0.8%
PFT
2016
Providence First Trust
Arizona
$284K +$1.33K +25 +0.4%
PAA
2017
Peregrine Asset Advisers
Oregon
$283K -$6.04M -113,768 -95%
CWA
2018
Clarus Wealth Advisors
Arizona
$283K – – –
PCP
2019
Proficio Capital Partners
Massachusetts
$282K +$4.73K +89 +2%
BCA
2020
Berman Capital Advisors
Georgia
$280K +$32.5K +612 +12%
CWP
2021
Capital Wealth Planning
Florida
$279K – – –
ICA
2022
Infrastructure Capital Advisors
New York
$279K +$298K +5,604 New
DCM
2023
Driehaus Capital Management
Illinois
$278K -$8.71K -164 -3%
CTA
2024
Colonial Trust Advisors
South Carolina
$278K – – –
EWG
2025
Executive Wealth Group
Washington
$277K +$637 +12 +0.2%
79 80
81
82 83