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INTC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2076
AllSquare Wealth Management
New York
$430K -$28.6K -551 -6%
DA
2077
Detalus Advisors
Missouri
$430K -$9.36K -180 -2%
TW
2078
Towerpoint Wealth
California
$430K +$12.2K +235 +0.5%
LWMM
2079
Legacy Wealth Management (Mississippi)
Mississippi
$430K -$15.6K -300 -3%
MIP
2080
Marietta Investment Partners
Wisconsin
$428K -$140K -2,695 -25%
CAGAS
2081
Capital Advisory Group Advisory Services
Minnesota
$428K -$94.3K -1,814 -18%
OFG
2082
Oxford Financial Group
Indiana
$427K – – –
EC
2083
Estate Counselors
Wisconsin
$424K -$371K -7,133 -47%
LWANC
2084
Laurel Wealth Advisors (North Carolina)
North Carolina
$424K – – –
OL
2085
Optas LLC
Texas
$421K -$181K -3,491 -30%
FDCC
2086
Foster Dykema Cabot & Co
Massachusetts
$420K -$98.1K -1,888 -19%
PLFAM
2087
Pineno Levin & Ford Asset Management
Virginia
$419K -$1.2M -23,170 -74%
CG
2088
Corundum Group
Colorado
$419K +$65.2K +1,254 +18%
LAIC
2089
Lederer & Associates Investment Counsel
California
$419K +$89.6K +1,724 +27%
DACG
2090
Donor Advised Charitable Giving
California
$418K – – –
SWMG
2091
Strategic Wealth Management Group
Maryland
$418K +$4.37K +84 +1%
LDFR
2092
Lehman & Derafelo Financial Resources
Pennsylvania
$417K +$85.8K +1,650 +26%
AAM
2093
AMI Asset Management
California
$414K – – –
DLG
2094
Daniel L. Goodwin
$414K – – –
FC
2095
Forte Capital
New York
$413K -$11.8K -227 -3%
BFPW
2096
BOK Financial Private Wealth
Colorado
$412K -$102K -1,962 -20%
CW
2097
CreativeOne Wealth
Kansas
$411K +$2.5K +48 +0.6%
AIM
2098
Avity Investment Management
Connecticut
$409K -$29.8K -573 -7%
SFM
2099
Systematic Financial Management
New Jersey
$409K – – –
GIA
2100
Granite Investment Advisors
New Hampshire
$407K -$6.66M -128,107 -94%
82 83
84
85 86