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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2001
Angeles Wealth Management
California
$286K -$196K -5,636 -41%
BBPWM
2002
Blue Bell Private Wealth Management
Pennsylvania
$286K -$4.7K -135 -2%
SWM
2003
Seed Wealth Management
Illinois
$285K – – –
AWM
2004
Act Wealth Management
Texas
$284K – – –
AAM
2005
AMI Asset Management
California
$284K – – –
VCAM
2006
Van Cleef Asset Management
Ohio
$284K – – –
FVCM
2007
F&V Capital Management
Florida
$284K – – –
MIM
2008
Morningstar Investment Management
Illinois
$284K – – –
HCM
2009
Hengehold Capital Management
Ohio
$284K +$18.3K +526 +7%
APW
2010
Aurora Private Wealth
New Jersey
$283K +$6.06K +174 +2%
TCM
2011
Triumph Capital Management
Colorado
$283K +$277K +7,957 New
AIM
2012
Avity Investment Management
Connecticut
$283K -$17.4K -500 -6%
BMC
2013
Benin Management Corp
Connecticut
$283K – – –
IGGA
2014
Iron Gate Global Advisors
Utah
$282K -$7.32K -210 -3%
PFGIA
2015
Patriot Financial Group Insurance Agency
Massachusetts
$282K +$7.38K +212 +3%
IBOK
2016
Independence Bank of Kentucky
Kentucky
$282K -$160K -4,582 -37%
RFG
2017
RFP Financial Group
Georgia
$281K -$35 -1 -0%
BAM
2018
Brave Asset Management
New Jersey
$281K +$48.8K +1,400 +22%
AF
2019
Affiance Financial
Minnesota
$281K -$8.08K -232 -3%
AFAS
2020
Acorn Financial Advisory Services
Virginia
$281K +$275K +7,907 New
RA
2021
Rational Advisors
New York
$280K +$275K +7,883 New
GFG
2022
Goldstone Financial Group
Illinois
$280K -$19.9K -570 -7%
UAS
2023
United Asset Strategies
New York
$280K -$10.3K -297 -4%
TDC
2024
Thompson Davis & Co
Virginia
$279K +$274K +7,862 New
SB
2025
Strategic Blueprint
Georgia
$279K -$16.8K -483 -6%
79 80
81
82 83