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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
2001
Focused Wealth Management
New York
$57K +$1.7K +12 +3%
TFIPS
2002
Towarzystwo Funduszy Inwestycyjnych PZU SA
$55.5K – – –
GKWIM
2003
Gerber Kawasaki Wealth & Investment Management
California
$54K -$2.81M -19,777 -100%
RCG
2004
Rock Creek Group
District of Columbia
$54K -$36.7K -259 -38%
CYG
2005
Clean Yield Group
Vermont
$52K +$28.8K +203 +100%
FCMT
2006
Founders Capital Management (Texas)
Texas
$52K +$56.8K +400 New
HI
2007
Hudock Inc
Pennsylvania
$51K -$3.83K -27 -6%
VC
2008
Vestor Capital
Illinois
$49K +$13.1K +92 +32%
EI
2009
Ellevest Inc
New York
$49K +$20.9K +147 +64%
SAM
2010
Strategic Asset Management
Minnesota
$49K +$54.6K +385 New
CFFP
2011
Center for Financial Planning
Michigan
$48K -$28.4K -200 -35%
TC
2012
Tacita Capital
Ontario, Canada
$48K – – –
PH
2013
Pinnacle Holdings
Oklahoma
$47.5K +$52.2K +368 New
WIA
2014
Wealthstreet Investment Advisors
Texas
$45K -$231K -1,625 -82%
FFA
2015
Freedman Financial Associates
Massachusetts
$44K – – –
VCM
2016
Versant Capital Management
Arizona
$43K -$709 -5 -1%
SN
2017
Sittner & Nelson
Oregon
$43K – – –
JGIA
2018
Jackson Grant Investment Advisers
Connecticut
$42K – – –
BWP
2019
Baldwin Wealth Partners
Massachusetts
$41K -$5.82K -41 -11%
CFN
2020
Cordasco Financial Network
Florida
$40K – – –
ICM
2021
Islay Capital Management
Texas
$39K – – –
DTIM
2022
Danda Trouve Investment Management
Kansas
$37K +$142 +1 +0.4%
JWM
2023
Jackson Wealth Management
Florida
$37K +$14.6K +103 +0.3%
RA
2024
Resolute Advisors
California
$36K – – –
TCWA
2025
Ten Capital Wealth Advisors
Washington
$36K +$28.4K +200 +263%
79 80
81
82 83