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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1976
One Capital Management
California
$537K – – –
MAMG
1977
Milestone Asset Management Group
Connecticut
$536K +$542K +2,900 New
AIA
1978
Affinity Investment Advisors
California
$535K -$30.3K -162 -5%
HWMC
1979
Heritage Wealth Management (California)
California
$533K -$377K -2,016 -41%
BCM
1980
Bluefin Capital Management
New York
$532K +$539K +2,880 New
OL
1981
OneFund LLC
Florida
$532K -$12.5K -67 -2%
NB
1982
NBH Bank
Colorado
$532K +$538K +2,877 New
BFS
1983
BridgePort Financial Solutions
Iowa
$531K -$760K -4,062 -59%
AAS
1984
Annex Advisory Services
Wisconsin
$530K -$3.05M -16,316 -85%
KCPT
1985
Kingstone Capital Partners Texas
Texas
$530K +$2.43K +13 +0.5%
BWP
1986
Balboa Wealth Partners
Arizona
$530K -$112K -600 -17%
CIA
1987
Cape Investment Advisory
Georgia
$530K -$511K -2,732 -49%
AF
1988
Alerus Financial
North Dakota
$527K – – –
SW
1989
SlateStone Wealth
Florida
$526K -$15.1K -81 -3%
KCP
1990
Kera Capital Partners
California
$526K -$201K -1,074 -27%
NWAG
1991
Net Worth Advisory Group
Utah
$524K -$53.5K -286 -9%
HIC
1992
Holderness Investments Company
North Carolina
$524K +$11.2K +60 +2%
AF
1993
Advisornet Financial
Minnesota
$523K -$51.4K -275 -9%
FAL
1994
Focused Alpha LLC
Colorado
$522K +$528K +2,825 New
CMI
1995
Clare Market Investments
Texas
$520K +$527K +2,816 New
TWPM
1996
Total Wealth Planning & Management
Florida
$519K +$92.8K +496 +21%
SFGM
1997
Stonebridge Financial Group (Missouri)
Missouri
$518K +$10.7K +57 +2%
3F
1998
360 Financial
Minnesota
$517K – – –
RBC
1999
Roble Belko & Company
Pennsylvania
$517K – – –
CCG
2000
Capital CS Group
California
$515K +$521K +2,788 New
78 79
80
81 82