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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
1901
Kelman-Lazarov Inc
Tennessee
$204K – – –
KA
1902
Klingman & Associates
New York
$203K -$2.6K -18 -1%
FWM
1903
Fairhaven Wealth Management
Illinois
$202K +$24.5K +170 +13%
OWA
1904
One Wealth Advisors
California
$201K -$97.5K -676 -31%
BWM
1905
Baystate Wealth Management
Massachusetts
$201K – – –
CPC
1906
Cookson Peirce & Co
Pennsylvania
$200K -$58.9K -408 -21%
SAM
1907
S.A. Mason
Michigan
$200K +$131K +910 +152%
TCM
1908
Tradewinds Capital Management
Washington
$199K +$2.88K +20 +1%
BWL
1909
Bogart Wealth LLC
Virginia
$192K -$25.7K -178 -11%
MIM
1910
Miller Investment Management
Pennsylvania
$192K – – –
RIM
1911
Rockbridge Investment Management
New York
$190K – – –
CFO
1912
CVA Family Office
Colorado
$189K +$123K +855 +150%
AIM
1913
Arcadia Investment Management
Michigan
$186K -$60.2K -417 -23%
CWC
1914
Carolinas Wealth Consulting
North Carolina
$186K -$31.9K -221 -14%
GI
1915
Gradient Investments
Minnesota
$185K -$2.31K -16 -1%
EFSCE
1916
Enterprise Financial Services Corp (EFSC)
Missouri
$184K +$865 +6 +0.4%
ACM
1917
Allred Capital Management
Texas
$184K +$200K +1,385 New
PAI
1918
Pittenger & Anderson Inc
Nebraska
$183K – – –
PWMG
1919
Prestige Wealth Management Group
New Jersey
$182K -$432K -2,998 -69%
SC
1920
Solstein Capital
California
$181K – – –
SC
1921
Sierra Capital
Florida
$181K +$197K +1,368 New
TFS
1922
TrustCore Financial Services
Tennessee
$180K +$20.5K +142 +12%
IFAM
1923
Institutional & Family Asset Management
Colorado
$180K +$61.3K +425 +45%
AIC
1924
Archer Investment Corporation
Indiana
$176K -$54.4K -377 -22%
RWM
1925
Raffa Wealth Management
District of Columbia
$172K +$2.88K +20 +2%
75 76
77
78 79