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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
2001
Luts & Greenleigh Group
Maryland
$222K -$4.71K -41 -2%
HGWM
2002
Horst & Graben Wealth Management
Oregon
$222K +$1.49K +13 +0.7%
AWM
2003
AAF Wealth Management
Massachusetts
$222K +$214K +1,861 New
PA
2004
Prossimo Advisors
California
$221K +$213K +1,857 New
EFG
2005
Ethos Financial Group
Pennsylvania
$221K – – –
WB
2006
Webster Bank
Connecticut
$221K – – –
HFM
2007
Hartford Funds Management
Pennsylvania
$221K +$28.5K +248 +15%
PPWM
2008
Paragon Private Wealth Management
Kentucky
$220K +$7.13K +62 +3%
WA
2009
WBH Advisory
Maryland
$220K +$17.2K +150 +9%
RBC
2010
Roble Belko & Company
Pennsylvania
$220K – – –
MFG
2011
MidWestOne Financial Group
Iowa
$220K -$393K -3,415 -65%
NCM
2012
Novare Capital Management
North Carolina
$220K – – –
RTC
2013
Riverview Trust Company
Washington
$220K -$211K -1,837 -50%
ICP
2014
Interchange Capital Partners
Pennsylvania
$219K -$163K -1,416 -44%
RMCM
2015
Reynders McVeigh Capital Management
Massachusetts
$218K +$2.3K +20 +1%
SA
2016
Syntax Advisors
New York
$217K -$16.1K -140 -7%
VCG
2017
Vantage Consulting Group
Virginia
$217K -$16.1K -140 -7%
FWM
2018
FFT Wealth Management
Pennsylvania
$217K -$4.02K -35 -2%
OBWG
2019
Onyx Bridge Wealth Group
New York
$217K +$210K +1,825 New
AC
2020
Anson Capital
Georgia
$217K +$210K +1,823 New
FWM
2021
Fairhaven Wealth Management
Illinois
$217K +$210K +1,823 New
SA
2022
Sicart Associates
New York
$216K – – –
CQS
2023
Credential Qtrade Securities
$216K +$205K +1,782 +5,569%
EFG
2024
Everhart Financial Group
Ohio
$216K -$20K -174 -9%
CC
2025
Corton Capital
Ontario, Canada
$215K +$208K +1,807 New
79 80
81
82 83