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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
BHTS
2001
Bar Harbor Trust Services
Maine
$528K -$378K -7,749 -42%
GRP
2002
Global Retirement Partners
California
$528K -$48.3K -989 -9%
SWA
2003
Sax Wealth Advisors
New Jersey
$528K +$517K +10,591 New
WMG
2004
WESCAP Management Group
California
$527K -$20.8K -425 -4%
CP
2005
Camelot Portfolios
Ohio
$526K +$286K +5,849 +124%
SL
2006
Stevard LLC
Illinois
$525K -$136K -2,792 -21%
MFW
2007
Mosaic Family Wealth
Missouri
$525K -$9.23K -189 -2%
BCP
2008
Blue Chip Partners
Michigan
$524K -$84.5K -1,731 -14%
LAIC
2009
Lederer & Associates Investment Counsel
California
$524K +$119K +2,428 +30%
CWM
2010
CCG Wealth Management
California
$522K +$511K +10,472 New
SWM
2011
Salvus Wealth Management
New Jersey
$521K +$492K +10,082 New
FCFC
2012
First Commonwealth Financial Corp
Pennsylvania
$519K -$201K -4,121 -28%
PCMC
2013
Paragon Capital Management (Colorado)
Colorado
$519K +$8.16K +167 +2%
QIM
2014
Quest Investment Management
Oregon
$518K – – –
NQWM
2015
Northwest Quadrant Wealth Management
Oregon
$517K +$1.71K +35 +0.3%
HKAM
2016
Horizon Kinetics Asset Management
New York
$517K +$99.6K +2,039 +24%
NPF
2017
Norris Perne & French
Michigan
$516K +$293 +6 +0.1%
FNBOSM
2018
First National Bank of South Miami
Florida
$515K +$1.61K +33 +0.3%
CAM
2019
Cozad Asset Management
Illinois
$512K -$200K -4,088 -28%
TFS
2020
TrustCore Financial Services
Tennessee
$511K +$56.4K +1,154 +13%
WCA
2021
Westover Capital Advisors
Delaware
$508K – – –
MWM
2022
Marietta Wealth Management
Georgia
$507K -$45.4K -929 -8%
CASB
2023
Cape Ann Savings Bank
Massachusetts
$507K +$497K +10,184 New
IIC
2024
Integrated Investment Consultants
Michigan
$505K -$86.4K -1,770 -15%
POIA
2025
Pin Oak Investment Advisors
Texas
$505K +$8.45K +173 +2%
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