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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2001
TFB Advisors
Kansas
$432K -$202K -1,271 -32%
MQWP
2002
Morey & Quinn Wealth Partners
Nebraska
$431K -$14.3K -90 -3%
PWA
2003
Physician Wealth Advisors
Utah
$431K +$34.3K +216 +9%
NB
2004
Nicolet Bankshares
Wisconsin
$431K – – –
I2I
2005
Insight 2811 Inc
Illinois
$431K -$2.38K -15 -0.6%
KFA
2006
Kelleher Financial Advisors
New York
$430K – – –
CA
2007
Carson Advisory
Georgia
$430K -$3.17K -20 -0.8%
CIC
2008
Crawford Investment Counsel
Georgia
$430K -$161K -1,014 -28%
AIA
2009
AssuredPartners Investment Advisors
Florida
$429K -$82K -517 -17%
AF
2010
Apexium Financial
Texas
$429K +$10.8K +68 +3%
SWRP
2011
Summit Wealth & Retirement Planning
California
$429K – – –
CFMC
2012
Curbstone Financial Management Corp
New Hampshire
$429K – – –
WA
2013
Whipplewood Advisors
Colorado
$428K -$43.9K -277 -10%
OIS
2014
OneAscent Investment Solutions
Alabama
$428K +$81.8K +516 +25%
BHIA
2015
Birch Hill Investment Advisors
Massachusetts
$426K – – –
PMG
2016
ProVise Management Group
Florida
$426K +$10.2K +64 +3%
CFGW
2017
Chancellor Financial Group WB
Pennsylvania
$426K -$31.7K -200 -7%
MCM
2018
Maple Capital Management
Vermont
$425K -$14.4K -91 -3%
BWM
2019
BNC Wealth Management
Oregon
$424K -$10.5K -66 -3%
CCP
2020
Clarkston Capital Partners
Michigan
$424K – – –
KA
2021
Kozak & Associates
Colorado
$424K -$26.8K -169 -6%
IA
2022
Invested Advisors
Pennsylvania
$422K +$421K +2,655 New
MCA
2023
Millennium Capital Advisors
Arkansas
$422K -$10.8K -68 -3%
PWA
2024
Portus Wealth Advisors
North Carolina
$422K +$402K +2,534 New
RBFC
2025
Roman Butler Fullerton & Co
Missouri
$420K +$115K +722 +44%
79 80
81
82 83