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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
2001
Cooper/Haims Advisors
New York
$255K +$20.5K +151 +8%
EFG
2002
Everhart Financial Group
Ohio
$255K +$271K +1,993 New
EL
2003
ERN LLC
Delaware
$255K +$272K +2,000 New
LFG
2004
Lockerman Financial Group
California
$254K +$951 +7 +0.4%
SMA
2005
Sage Mountain Advisors
Georgia
$254K +$14.7K +108 +6%
PWM
2006
PBMares Wealth Management
Virginia
$252K -$6.79K -50 -2%
WCA
2007
Westover Capital Advisors
Delaware
$251K – – –
RMCM
2008
Reynders McVeigh Capital Management
Massachusetts
$250K -$19K -140 -7%
LA
2009
LVW Advisors
New York
$250K +$2.04K +15 +0.8%
JF
2010
Jump Financial
Illinois
$249K -$422K -3,111 -61%
SPWM
2011
Schrum Private Wealth Management
Florida
$249K – – –
VCAM
2012
Van Cleef Asset Management
Ohio
$249K – – –
BBW
2013
Blue Barn Wealth
Utah
$249K +$6.38K +47 +2%
NFC
2014
Northeast Financial Consultants
Connecticut
$248K -$115K -844 -30%
WB
2015
Webster Bank
Connecticut
$248K – – –
AFM
2016
Andesa Financial Management
Pennsylvania
$248K +$23.5K +173 +10%
CH
2017
Canton Hathaway
Rhode Island
$247K – – –
GIM
2018
Groesbeck Investment Management
New Jersey
$247K – – –
AWM
2019
Aprio Wealth Management
Georgia
$247K +$4.48K +33 +2%
AWA
2020
Alta Wealth Advisors
Massachusetts
$247K +$53.8K +396 +26%
PTC
2021
Provident Trust Company
Wisconsin
$245K – – –
BAM
2022
Bellevue Asset Management
Washington
$245K +$136 +1 +0.1%
LFG
2023
Larson Financial Group
Missouri
$244K +$6.65K +49 +3%
BB
2024
Bell Bank
North Dakota
$244K +$61.5K +453 +31%
WIA
2025
World Investment Advisors
California
$243K -$26.3K -194 -11%
79 80
81
82 83