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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2001
Silverlake Wealth Management
Vermont
$397K -$4.02K -26 -1%
MCWA
2002
Meadow Creek Wealth Advisors
Georgia
$396K -$2.78K -18 -0.8%
NJBEST
2003
New Jersey Better Educational Savings Trust
New Jersey
$395K – – –
FWP
2004
FAS Wealth Partners
Kansas
$395K -$47.9K -310 -12%
RGC
2005
Roberts, Glore & Co
Illinois
$395K -$29.4K -190 -8%
I
2006
INVST
Indiana
$395K -$20.7K -134 -6%
FPWM
2007
FSB Premier Wealth Management
Iowa
$394K +$14.8K +96 +4%
TFA
2008
Tranquilli Financial Advisor
New Jersey
$394K +$64.8K +419 +22%
KFC
2009
Klingenstein Fields & Co
New York
$394K -$3.71K -24 -1%
MCC
2010
Money Concepts Capital
Florida
$392K -$28.6K -185 -7%
FDCP
2011
Foster Dykema Cabot & Partners
Massachusetts
$392K – – –
RWP
2012
Revolve Wealth Partners
New Jersey
$390K +$120K +777 +51%
AWAG
2013
ARS Wealth Advisors Group
Florida
$390K +$51.5K +333 +17%
KIC
2014
Keating Investment Counselors
Florida
$389K -$155K -1,000 -30%
WFI
2015
West Family Investments
California
$389K +$116K +753 +49%
CFG
2016
Cooper Financial Group
California
$389K -$927 -6 -0.3%
SWRP
2017
Summit Wealth & Retirement Planning
California
$388K +$355K +2,295 New
GWA
2018
GGM Wealth Advisors
Maryland
$388K +$1.24K +8 +0.4%
IF
2019
IRON Financial
Illinois
$388K +$354K +2,291 New
RTC
2020
Riverview Trust Company
Washington
$388K – – –
ODA
2021
One Degree Advisors
California
$385K -$102K -661 -23%
EWA
2022
Emergent Wealth Advisors
New York
$385K -$215K -1,392 -38%
SL
2023
Salomon & Ludwin
Virginia
$385K +$8.04K +52 +2%
TFA
2024
Toth Financial Advisory
Virginia
$384K -$18.4K -119 -5%
MCCA
2025
Mill Creek Capital Advisors
Pennsylvania
$383K -$48.4K -313 -12%
79 80
81
82 83