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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2001
Callan Capital
California
$506K – – –
TFM
2002
TFC Financial Management
Massachusetts
$506K +$508K +9,767 New
AFA
2003
American Financial Advisors
Georgia
$503K +$11.9K +229 +2%
DWM
2004
Dakota Wealth Management
Florida
$499K -$271K -5,213 -35%
SRC
2005
Sage Rhino Capital
California
$497K -$26.5K -509 -5%
I2I
2006
Insight 2811 Inc
Illinois
$496K +$5.3K +102 +1%
GC
2007
Gilbert & Cook
Iowa
$494K +$30.4K +585 +7%
WCM
2008
Weik Capital Management
Pennsylvania
$494K +$106K +2,032 +27%
NAS
2009
Nicolet Advisory Services
Wisconsin
$491K -$460K -8,839 -48%
PWA
2010
Physician Wealth Advisors
Utah
$491K -$7.75K -149 -1%
VIM
2011
Vista Investment Management
Pennsylvania
$490K +$19K +366 +4%
PWA
2012
Providence Wealth Advisors
Illinois
$490K +$205K +3,938 +71%
BA
2013
Bennicas & Associates
California
$488K – – –
KA
2014
Klingman & Associates
New York
$488K +$293K +5,628 +148%
SCM
2015
Silvant Capital Management
Georgia
$487K – – –
CWM
2016
Concentrum Wealth Management
California
$484K +$728 +14 +0.2%
DE
2017
Day & Ennis
Georgia
$483K +$8.79K +169 +2%
AWA
2018
Acorn Wealth Advisors
Michigan
$482K -$18.9K -364 -4%
ECM
2019
ExodusPoint Capital Management
New York
$481K -$20M -384,433 -98%
LG
2020
Leuthold Group
Minnesota
$481K -$4.29M -82,472 -90%
GD
2021
Grandfield & Dodd
New York
$480K -$24.1K -464 -5%
BFC
2022
Blue Fin Capital
Rhode Island
$480K -$12.4K -239 -3%
FCFC
2023
First Citizens Financial Corp
Iowa
$480K -$12.4K -239 -3%
SIM
2024
SSI Investment Management
California
$480K -$11.7K -225 -2%
PAM
2025
Premier Asset Management
Illinois
$479K +$481K +9,257 New
79 80
81
82 83