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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Cahaba Wealth Management
Georgia
$230K -$6.59K -48 -2%
PHIC
2002
Pine Haven Investment Counsel
Massachusetts
$230K – – –
DAL
2003
Delta Accumulation LLC
California
$230K +$1.65K +12 +0.6%
WW
2004
Waterfront Wealth
Kansas
$230K +$30.9K +225 +13%
MW
2005
MBL Wealth
North Carolina
$228K +$277K +2,016 New
IC
2006
Inscription Capital
Texas
$227K -$27.5K -200 -9%
BFWA
2007
Benchmark Financial Wealth Advisors
Florida
$227K +$30.4K +221 +12%
BA
2008
Birinyi Associates
Connecticut
$226K – – –
CHA
2009
Cooper/Haims Advisors
New York
$226K – – –
MAA
2010
Mraz Amerine & Associates
California
$226K – – –
OWM
2011
Opes Wealth Management
California
$226K – – –
WAM
2012
Watershed Asset Management
California
$226K +$274K +1,996 New
CA
2013
Cresta Advisors
Texas
$226K +$275K +2,000 New
TC
2014
Tairen Capital
Hong Kong
$226K +$275K +2,000 New
STB
2015
S&T Bank
Pennsylvania
$225K -$318K -2,315 -54%
AWAP
2016
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$225K -$15.1K -110 -5%
SMA
2017
Sage Mountain Advisors
Georgia
$225K -$412 -3 -0.2%
BBW
2018
Blue Barn Wealth
Utah
$225K +$5.36K +39 +2%
LCM
2019
Lattice Capital Management
Washington
$223K -$148K -1,075 -40%
FVCM
2020
F&V Capital Management
Florida
$223K -$21.3K -155 -7%
PWM
2021
PBMares Wealth Management
Virginia
$223K – – –
SI
2022
Saxon Interests
Texas
$223K +$245K +1,782 New
EFG
2023
Everhart Financial Group
Ohio
$222K -$3.71K -27 -1%
RMCM
2024
Reynders McVeigh Capital Management
Massachusetts
$222K – – –
SPWM
2025
Schrum Private Wealth Management
Florida
$221K – – –
79 80
81
82 83