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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2001
Mezzasalma Advisors
New Jersey
$313K – – –
RPWA
2002
Regent Peak Wealth Advisors
Georgia
$312K +$6.08K +38 +2%
OWA
2003
Outlook Wealth Advisors
Texas
$312K +$273K +1,706 New
PCM
2004
Pennsylvania Capital Management
Pennsylvania
$311K – – –
BAM
2005
Blueshift Asset Management
New Jersey
$310K -$4.05M -25,292 -94%
KCFA
2006
Key Client Fiduciary Advisors
New Jersey
$310K +$271K +1,694 New
WA
2007
Wealth Architects
California
$309K -$10.4K -65 -4%
CCA
2008
Cottonwood Capital Advisors
Utah
$309K +$271K +1,691 New
PCMC
2009
Paragon Capital Management (Colorado)
Colorado
$309K +$271K +1,692 New
SIG
2010
Sky Investment Group
Connecticut
$307K -$8.01K -50 -3%
AWM
2011
Aries Wealth Management
Maine
$307K – – –
BA
2012
Bluesphere Advisors
Pennsylvania
$307K – – –
EIA
2013
Edgemoor Investment Advisors
Maryland
$307K – – –
JMFC
2014
J.M. Forbes & Co
Massachusetts
$307K – – –
SWM
2015
Scissortail Wealth Management
Oklahoma
$307K +$268K +1,677 New
PSP
2016
Principal Street Partners
Tennessee
$306K +$268K +1,672 New
CC
2017
Cadinha & Co
Hawaii
$305K -$124K -775 -32%
WA
2018
Waverly Advisors
Alabama
$305K -$35.2K -220 -11%
CFD
2019
Creative Financial Designs
Indiana
$305K +$66.4K +415 +33%
MHR
2020
Matthew Hamilton Rosenberg
$304K -$22.7K -142 -8%
SWA
2021
SOA Wealth Advisors
New York
$304K +$35.9K +224 +16%
RWP
2022
Ridgecrest Wealth Partners
California
$303K +$16K +100 +6%
FMWA
2023
Forvis Mazars Wealth Advisors
Missouri
$303K +$265K +1,656 New
AIC
2024
Ayalon Insurance Company
Israel
$302K – – –
DSN
2025
D. Scott Neal
Kentucky
$302K – – –
79 80
81
82 83