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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2001
Sound Income Strategies
Florida
$112K – – –
LWM
2002
Liberty Wealth Management
California
$112K +$10.7K +77 +12%
VCG
2003
Vantage Consulting Group
Virginia
$112K +$103K +736 New
GAAM
2004
Guinness Atkinson Asset Management
California
$111K -$23.7K -170 -19%
GLLW
2005
Graves Light Lenhart Wealth
Virginia
$111K +$101K +727 New
RTC
2006
Riverview Trust Company
Washington
$110K -$10.7K -77 -10%
SWA
2007
SOA Wealth Advisors
New York
$104K +$100K +718 New
SLF
2008
Sun Life Financial
Ontario, Canada
$102K -$1.39K -10 -1%
TVWM
2009
Tower View Wealth Management
Wisconsin
$102K +$93K +668 New
BWM
2010
BerganKDV Wealth Management
Minnesota
$100K +$74.8K +537 +448%
KFI
2011
Key Financial Inc
Pennsylvania
$100K +$91.4K +656 New
RA
2012
Reby Advisors
Connecticut
$100K +$91.8K +659 New
LWA
2013
Lenox Wealth Advisors
New York
$98K +$139 +1 +0.2%
TFO
2014
Tarbox Family Office
California
$95K +$3.2K +23 +4%
GCM
2015
Gables Capital Management
Florida
$93K – – –
GFPC
2016
Global Financial Private Client
Florida
$91.4K -$3.62K -26 -4%
TFGT
2017
TS Financial Group (TSFG)
Illinois
$91K -$14.2K -102 -15%
SAM
2018
S.A. Mason
Michigan
$91K – – –
RWG
2019
Regal Wealth Group
California
$90K +$27.9K +200 +51%
HWA
2020
HHM Wealth Advisors
Tennessee
$89K -$36.2K -260 -31%
MWC
2021
MBM Wealth Consultants
Missouri
$88K -$60.3K -433 -43%
FRA
2022
Front Row Advisors
California
$88K – – –
HFA
2023
Hoover Financial Advisors
Pennsylvania
$88K +$76.3K +548 New
CFO
2024
CVA Family Office
Colorado
$87K -$11K -79 -12%
PO
2025
Private Ocean
California
$86K – – –
79 80
81
82 83