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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCS
2001
Syquant Capital SAS
France
$255K – – –
CHA
2002
Cooper/Haims Advisors
New York
$255K +$20.5K +151 +8%
EFG
2003
Everhart Financial Group
Ohio
$255K +$271K +1,993 New
EL
2004
ERN LLC
Delaware
$255K +$272K +2,000 New
LFG
2005
Lockerman Financial Group
California
$254K +$951 +7 +0.4%
SMA
2006
Sage Mountain Advisors
Georgia
$254K +$14.7K +108 +6%
PWM
2007
PBMares Wealth Management
Virginia
$252K -$6.79K -50 -2%
WCA
2008
Westover Capital Advisors
Delaware
$251K – – –
RMCM
2009
Reynders McVeigh Capital Management
Massachusetts
$250K -$19K -140 -7%
LA
2010
LVW Advisors
New York
$250K +$2.04K +15 +0.8%
JF
2011
Jump Financial
Illinois
$249K -$422K -3,111 -61%
SPWM
2012
Schrum Private Wealth Management
Florida
$249K – – –
VCAM
2013
Van Cleef Asset Management
Ohio
$249K – – –
BBW
2014
Blue Barn Wealth
Utah
$249K +$6.38K +47 +2%
NFC
2015
Northeast Financial Consultants
Connecticut
$248K -$115K -844 -30%
WB
2016
Webster Bank
Connecticut
$248K – – –
AFM
2017
Andesa Financial Management
Pennsylvania
$248K +$23.5K +173 +10%
CH
2018
Canton Hathaway
Rhode Island
$247K – – –
GIM
2019
Groesbeck Investment Management
New Jersey
$247K – – –
AWM
2020
Aprio Wealth Management
Georgia
$247K +$4.48K +33 +2%
AWA
2021
Alta Wealth Advisors
Massachusetts
$247K +$53.8K +396 +26%
PTC
2022
Provident Trust Company
Wisconsin
$245K – – –
BAM
2023
Bellevue Asset Management
Washington
$245K +$136 +1 +0.1%
LFG
2024
Larson Financial Group
Missouri
$244K +$6.65K +49 +3%
BB
2025
Bell Bank
North Dakota
$244K +$61.5K +453 +31%
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81
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