We are live on ! Find out more
INTC icon

Intel
INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2001
Strategic Wealth Management Group
Maryland
$358K +$70.7K +1,426 +24%
WLIM
2002
White Lighthouse Investment Management
Massachusetts
$354K -$62.6K -1,262 -15%
TL
2003
TrueWealth LLC
Georgia
$352K +$5.11K +103 +1%
PWM
2004
Paulson Wealth Management
Illinois
$351K +$5.6K +113 +2%
F
2005
F3Logic
Minnesota
$349K +$36.6K +738 +11%
PHK
2006
Point72 Hong Kong
Hong Kong
$349K +$362K +7,297 New
LDFR
2007
Lehman & Derafelo Financial Resources
Pennsylvania
$348K +$54.5K +1,100 +18%
RWG
2008
Regal Wealth Group
California
$347K +$149 +3 +0%
DACG
2009
Donor Advised Charitable Giving
California
$345K +$357K +7,200 New
LAIC
2010
Lederer & Associates Investment Counsel
California
$344K -$35.7K -720 -9%
PCP
2011
Proficio Capital Partners
Massachusetts
$343K -$29.3K -591 -8%
BFM
2012
Boothbay Fund Management
New York
$342K -$224K -4,526 -39%
EIC
2013
Equity Investment Corp
Georgia
$340K -$37.2K -750 -10%
RHJA
2014
Rice Hall James & Associates
California
$340K – – –
STA
2015
Summit Trail Advisors
New York
$340K – – –
LBD
2016
Landsberg Bennett & Dubbaneh
Florida
$340K +$10.4K +209 +3%
VCM
2017
Versant Capital Management
Arizona
$339K -$20.5K -414 -6%
NFP
2018
Narus Financial Partners
Utah
$339K +$351K +7,080 New
LFA
2019
Landmark Financial Advisors
Kentucky
$338K – – –
NB
2020
Northwest Bancshares
Pennsylvania
$338K +$7.93K +160 +2%
NCM
2021
Noesis Capital Mangement
Florida
$338K +$29.8K +600 +9%
PL
2022
Plancorp LLC
Missouri
$336K -$20K -404 -5%
BONST
2023
Bank of Nova Scotia Trust
Ontario, Canada
$334K +$41.2K +830 +13%
FI
2024
Fosun International
China
$332K +$27.3K +550 +9%
NFC
2025
Northeast Financial Consultants
Connecticut
$332K +$89K +1,795 +35%
79 80
81
82 83