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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
2001
WESCAP Management Group
California
$677K – – –
SWA
2002
Sax Wealth Advisors
New Jersey
$675K -$2.44K -41 -0.4%
SRC
2003
Sage Rhino Capital
California
$674K +$47.1K +791 +8%
WA
2004
Wealth Alliance
New York
$669K -$302K -5,067 -33%
PCMC
2005
Paragon Capital Management (Colorado)
Colorado
$667K -$358 -6 -0.1%
QIM
2006
Quest Investment Management
Oregon
$666K – – –
HKAM
2007
Horizon Kinetics Asset Management
New York
$664K – – –
HR
2008
Howe & Rusling
New York
$663K -$53.6K -899 -8%
KF
2009
Krilogy Financial
Missouri
$663K -$51.1K -857 -8%
CCM
2010
Cribstone Capital Management
Maine
$663K +$376K +6,317 +156%
CAM
2011
Cozad Asset Management
Illinois
$659K +$954 +16 +0.2%
CL
2012
CSS LLC
Illinois
$659K +$196K +3,291 +47%
HCM
2013
Hutchinson Capital Management
California
$658K -$9.54M -160,043 -94%
TWP
2014
Tempus Wealth Planning
California
$657K -$22.5K -377 -4%
BHTS
2015
Bar Harbor Trust Services
Maine
$656K -$21.2K -356 -3%
SFG
2016
Sunburst Financial Group
Alabama
$656K +$16.3K +274 +3%
AIC
2017
Archer Investment Corporation
Indiana
$655K +$610K +10,236 New
CA
2018
Calton & Associates
Florida
$655K -$155K -2,601 -20%
PL
2019
Plancorp LLC
Missouri
$655K -$86.7K -1,455 -12%
MF
2020
Manchester Financial
California
$654K -$28.6K -480 -4%
FCFC
2021
First Commonwealth Financial Corp
Pennsylvania
$653K -$12.5K -209 -2%
TFS
2022
TrustCore Financial Services
Tennessee
$653K -$2.44K -41 -0.4%
WC
2023
Weil Company
California
$651K -$27.9K -469 -4%
PGWM
2024
Parisi Gray Wealth Management
New Jersey
$650K +$3.87K +65 +0.6%
CBFP
2025
Cedar Brook Financial Partners
Ohio
$650K +$25K +419 +4%
79 80
81
82 83