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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2001
Cannell & Spears
New York
$621K -$143K -2,800 -19%
WCG
2002
Weaver Consulting Group
California
$620K +$21.4K +419 +4%
SB
2003
Strategic Blueprint
Georgia
$620K +$115K +2,243 +23%
VBCG
2004
Valley Brook Capital Group
Pennsylvania
$619K -$138K -2,700 -18%
PRA
2005
Pine Ridge Advisers
New York
$618K -$767K -15,000 -56%
VST
2006
Van Strum & Towne
California
$615K -$31.3K -612 -5%
CYG
2007
Clean Yield Group
Vermont
$614K +$13K +255 +2%
SFS
2008
Stiles Financial Services
Minnesota
$614K +$610K +11,925 New
CRI
2009
Colonial River Investments
Virginia
$614K +$610K +11,928 New
PWA
2010
Physician Wealth Advisors
Utah
$611K +$51 +1 +0%
GA
2011
Geller Advisors
New York
$611K +$11.2K +219 +2%
HCMT
2012
Highland Capital Management (Tennessee)
Tennessee
$610K – – –
WA
2013
Wealth Alliance
New York
$610K +$128K +2,494 +27%
CAMG
2014
CWA Asset Management Group
Florida
$609K +$31.9K +624 +6%
SCM
2015
Salem Capital Management
Massachusetts
$607K -$43.5K -850 -7%
HIM
2016
Hillsdale Investment Management
Ontario, Canada
$605K – – –
DC
2017
DeDora Capital
California
$603K -$10.5K -205 -2%
JSW
2018
Journey Strategic Wealth
New Jersey
$601K +$597K +11,678 New
NAS
2019
Nicolet Advisory Services
Wisconsin
$599K +$42.1K +824 +8%
NF
2020
Norwood Financial
Pennsylvania
$598K +$594K +11,621 New
STA
2021
Summit Trail Advisors
New York
$597K +$24.9K +487 +4%
TWM
2022
Titus Wealth Management
California
$595K -$4.86K -95 -0.8%
SAM
2023
Synergy Asset Management
Washington
$595K +$278K +5,433 +89%
AFG
2024
Alterity Financial Group
Maine
$595K +$591K +11,560 New
EGA
2025
E&G Advisors
Texas
$594K -$76.7K -1,500 -12%
79 80
81
82 83