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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2001
Outlook Wealth Advisors
Texas
$575K -$13.3K -238 -2%
EI
2002
Ethic Inc
New York
$575K +$538K +9,610 New
LWMM
2003
Legacy Wealth Management (Mississippi)
Mississippi
$574K +$537K +9,596 New
PAM
2004
Peak Asset Management
Colorado
$574K +$7.67K +137 +1%
CW
2005
CreativeOne Wealth
Kansas
$573K +$130K +2,327 +32%
CAGAS
2006
Capital Advisory Group Advisory Services
Minnesota
$573K +$248K +4,430 +87%
RWA
2007
River Wealth Advisors
Pennsylvania
$571K +$63.2K +1,129 +13%
CA
2008
Cornerstone Advisory
Maryland
$570K -$53.2K -951 -9%
AA
2009
Apriem Advisors
California
$569K +$73.3K +1,309 +16%
BHB
2010
Bank Hapoalim BM
Israel
$568K -$60.4K -1,080 -10%
BA
2011
Bennicas & Associates
California
$564K – – –
HKAM
2012
Horizon Kinetics Asset Management
New York
$564K – – –
SCM
2013
Silvant Capital Management
Georgia
$563K – – –
WG
2014
Watchman Group
Texas
$563K +$526K +9,403 New
SRC
2015
Sage Rhino Capital
California
$562K +$12.8K +228 +2%
HFAS
2016
Hummer Financial Advisory Services
Illinois
$562K +$525K +9,390 New
WW
2017
Westshore Wealth
California
$560K +$523K +9,351 New
IWS
2018
Insight Wealth Strategies
California
$558K +$132K +2,352 +34%
NAS
2019
Nicolet Advisory Services
Wisconsin
$554K +$560 +10 +0.1%
CCM
2020
Crossvault Capital Management
Texas
$554K +$13.4K +240 +3%
JLBC
2021
J.L. Bainbridge & Co
Florida
$554K +$34.9K +623 +7%
TWM
2022
Titus Wealth Management
California
$553K +$23.3K +417 +5%
KA
2023
KLCM Advisors
Wisconsin
$552K -$34.3K -613 -6%
SC
2024
Scholtz & Company
Connecticut
$551K +$97.9K +1,750 +23%
FP
2025
Financial Perspectives
Minnesota
$550K +$515K +9,194 New
79 80
81
82 83