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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
2001
Strengthening Families & Communities LLC
Massachusetts
$7.5K +$3.11K +142 +142%
TTIC
2002
Tower Trust & Investment Company
Iowa
$7.33K +$7.99K +365 New
RFG
2003
REAP Financial Group
Texas
$6.99K -$22 -1 -0.3%
WCM
2004
WealthTrak Capital Management
Virginia
$6.47K +$3.72K +170 +148%
RF
2005
Roxbury Financial
New Jersey
$6.34K -$36.1K -1,650 -86%
FW
2006
Fairway Wealth
Ohio
$6.25K +$6.02K +275 New
RTL
2007
Red Tortoise LLC
Georgia
$6.15K +$5.93K +271 New
VWWMG
2008
Vermillion & White Wealth Management Group
Pennsylvania
$6.15K – – –
BFPW
2009
BOK Financial Private Wealth
Colorado
$6.04K -$15.1K -690 -72%
FMTCOCP
2010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K – – –
UBP
2011
Union Bancaire Privee
Switzerland
$5.88K -$43.2K -1,975 -88%
IHWM
2012
Iron Horse Wealth Management
Iowa
$5.79K -$1.93K -88 -26%
CWM
2013
Centricity Wealth Management
Ohio
$5.72K -$1.71K -78 -24%
IRAG
2014
Investment Research & Advisory Group
Georgia
$5.7K +$4.4K +201 +402%
CWP
2015
Clark Wealth Partners
Illinois
$5.45K -$66 -3 -1%
BFS
2016
Burkett Financial Services
South Carolina
$5.42K – – –
IA
2017
IFS Advisors
Kansas
$5.34K – – –
DWS
2018
Dynamic Wealth Strategies
California
$5K +$4.81K +220 New
HWM
2019
HighMark Wealth Management
Minnesota
$4.97K +$4.79K +219 New
RAM
2020
Riggs Asset Management
Pennsylvania
$4.69K -$8.4K -384 -65%
DFA
2021
DHJJ Financial Advisors
Illinois
$4.66K – – –
KHC
2022
Koesten Hirschmann & Crabtree
Kansas
$4.54K – – –
T
2023
Transce3nd
Texas
$4.5K -$19.5K -892 -82%
SOW
2024
State of Wyoming
Wyoming
$4.5K +$1.12K +51 +35%
LIA
2025
Luken Investment Analytics
Tennessee
$4.25K – – –
79 80
81
82 83