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Qualcomm

Name Holding Trade Value Shares
Change
Change in
Stake
VC
2001
Vicus Capital
Pennsylvania
$417K -$66K -374 -13%
LF
2002
LifePlan Financial
Minnesota
$417K -$452K -2,562 -51%
GPI
2003
General Partner Inc
Pennsylvania
$417K – – –
BO
2004
Bank OZK
Arkansas
$414K +$23.7K +134 +6%
MAA
2005
Mraz Amerine & Associates
California
$413K -$40.6K -230 -9%
FWM
2006
FFT Wealth Management
Pennsylvania
$412K +$39.4K +223 +10%
FDCP
2007
Foster Dykema Cabot & Partners
Massachusetts
$411K -$78.6K -445 -16%
AS
2008
AM Squared
Hong Kong
$408K +$424K +2,400 New
SEIA
2009
Signature Estate & Investment Advisors
California
$408K -$68.2K -386 -14%
PAI
2010
Pittenger & Anderson Inc
Nebraska
$408K -$105K -597 -20%
PWA
2011
Physician Wealth Advisors
Utah
$408K -$3.88K -22 -0.9%
G
2012
GenTrust
Florida
$407K +$238K +1,346 +128%
AWM
2013
Ariadne Wealth Management
California
$406K +$415K +2,348 New
AI
2014
Accredited Investors
Minnesota
$405K +$44.1K +250 +12%
OFG
2015
Oxford Financial Group
Indiana
$405K -$156K -885 -27%
SWRP
2016
Summit Wealth & Retirement Planning
California
$405K +$15K +85 +4%
FB
2017
First Bancorp
Maine
$404K -$4.41K -25 -1%
PHIC
2018
Pine Haven Investment Counsel
Massachusetts
$403K +$54.7K +310 +15%
PPW
2019
Parcion Private Wealth
Washington
$402K -$63.6K -360 -13%
YIA
2020
YHB Investment Advisors
Connecticut
$402K +$15K +85 +4%
NFC
2021
Northeast Financial Consultants
Connecticut
$402K +$108K +614 +35%
MSAM
2022
Moloney Securities Asset Management
Missouri
$400K +$177 +1 +0%
SFA
2023
Souders Financial Advisors
Ohio
$400K -$29K -164 -7%
EWA
2024
Emergent Wealth Advisors
New York
$400K +$13.4K +76 +3%
EM
2025
ELCO Management
New York
$400K – – –