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Qualcomm
QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
2001
Trek Financial
Arizona
$433K +$114K +717 +38%
NWMG
2002
National Wealth Management Group
Ohio
$432K +$411K +2,594 New
TA
2003
TFB Advisors
Kansas
$432K -$202K -1,271 -32%
MQWP
2004
Morey & Quinn Wealth Partners
Nebraska
$431K -$14.3K -90 -3%
PWA
2005
Physician Wealth Advisors
Utah
$431K +$34.3K +216 +9%
NB
2006
Nicolet Bankshares
Wisconsin
$431K – – –
I2I
2007
Insight 2811 Inc
Illinois
$431K -$2.38K -15 -0.6%
KFA
2008
Kelleher Financial Advisors
New York
$430K – – –
CA
2009
Carson Advisory
Georgia
$430K -$3.17K -20 -0.8%
CIC
2010
Crawford Investment Counsel
Georgia
$430K -$161K -1,014 -28%
AIA
2011
AssuredPartners Investment Advisors
Florida
$429K -$82K -517 -17%
AF
2012
Apexium Financial
Texas
$429K +$10.8K +68 +3%
SWRP
2013
Summit Wealth & Retirement Planning
California
$429K – – –
CFMC
2014
Curbstone Financial Management Corp
New Hampshire
$429K – – –
WA
2015
Whipplewood Advisors
Colorado
$428K -$43.9K -277 -10%
OIS
2016
OneAscent Investment Solutions
Alabama
$428K +$81.8K +516 +25%
BHIA
2017
Birch Hill Investment Advisors
Massachusetts
$426K – – –
PMG
2018
ProVise Management Group
Florida
$426K +$10.2K +64 +3%
CFGW
2019
Chancellor Financial Group WB
Pennsylvania
$426K -$31.7K -200 -7%
MCM
2020
Maple Capital Management
Vermont
$425K -$14.4K -91 -3%
BWM
2021
BNC Wealth Management
Oregon
$424K -$10.5K -66 -3%
CCP
2022
Clarkston Capital Partners
Michigan
$424K – – –
KA
2023
Kozak & Associates
Colorado
$424K -$26.8K -169 -6%
IA
2024
Invested Advisors
Pennsylvania
$422K +$421K +2,655 New
MCA
2025
Millennium Capital Advisors
Arkansas
$422K -$10.8K -68 -3%
79 80
81
82 83