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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
2001
White Lighthouse Investment Management
Massachusetts
$354K -$62.6K -1,262 -15%
TL
2002
TrueWealth LLC
Georgia
$352K +$5.11K +103 +1%
PWM
2003
Paulson Wealth Management
Illinois
$351K +$5.6K +113 +2%
F
2004
F3Logic
Minnesota
$349K +$36.6K +738 +11%
PHK
2005
Point72 Hong Kong
Hong Kong
$349K +$362K +7,297 New
LDFR
2006
Lehman & Derafelo Financial Resources
Pennsylvania
$348K +$54.5K +1,100 +18%
RWG
2007
Regal Wealth Group
California
$347K +$149 +3 +0%
DACG
2008
Donor Advised Charitable Giving
California
$345K +$357K +7,200 New
LAIC
2009
Lederer & Associates Investment Counsel
California
$344K -$35.7K -720 -9%
PCP
2010
Proficio Capital Partners
Massachusetts
$343K -$29.3K -591 -8%
BFM
2011
Boothbay Fund Management
New York
$342K -$224K -4,526 -39%
EIC
2012
Equity Investment Corp
Georgia
$340K -$37.2K -750 -10%
RHJA
2013
Rice Hall James & Associates
California
$340K – – –
STA
2014
Summit Trail Advisors
New York
$340K – – –
LBD
2015
Landsberg Bennett & Dubbaneh
Florida
$340K +$10.4K +209 +3%
VCM
2016
Versant Capital Management
Arizona
$339K -$20.5K -414 -6%
NFP
2017
Narus Financial Partners
Utah
$339K +$351K +7,080 New
LFA
2018
Landmark Financial Advisors
Kentucky
$338K – – –
NB
2019
Northwest Bancshares
Pennsylvania
$338K +$7.93K +160 +2%
NCM
2020
Noesis Capital Mangement
Florida
$338K +$29.8K +600 +9%
PL
2021
Plancorp LLC
Missouri
$336K -$20K -404 -5%
BONST
2022
Bank of Nova Scotia Trust
Ontario, Canada
$334K +$41.2K +830 +13%
FI
2023
Fosun International
China
$332K +$27.3K +550 +9%
NFC
2024
Northeast Financial Consultants
Connecticut
$332K +$89K +1,795 +35%
CCA
2025
Conestoga Capital Advisors
Pennsylvania
$330K – – –
79 80
81
82 83