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Qualcomm
QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2001
Crumly & Associates
Illinois
$511K +$24.9K +145 +5%
AR
2002
Apeiron RIA
Texas
$511K +$12.2K +71 +2%
BPW
2003
Bingham Private Wealth
California
$510K +$511K +2,983 New
WWC
2004
Waypoint Wealth Counsel
Georgia
$510K +$20.1K +117 +4%
PAW
2005
Plan A Wealth
Nebraska
$509K +$25.7K +150 +5%
RCWM
2006
Royal Capital Wealth Management
Indiana
$507K +$514 +3 +0.1%
FA
2007
Financial Alternatives
California
$507K – – –
RCM
2008
Raleigh Capital Management
North Carolina
$505K -$27.6K -161 -5%
SPC
2009
Spirepoint Private Client
Florida
$505K +$6K +35 +1%
HAS
2010
HBW Advisory Services
California
$505K +$40.6K +237 +9%
MWS
2011
MFA Wealth Services
California
$504K +$8.06K +47 +2%
CWA
2012
Clearview Wealth Advisors
Oregon
$504K -$24.2K -141 -5%
QFA
2013
Quantum Financial Advisors
California
$504K +$151K +882 +43%
UAG
2014
United Advisor Group
Ohio
$503K +$92.2K +538 +22%
MA
2015
MBA Advisors
Pennsylvania
$503K +$514 +3 +0.1%
PHIC
2016
Pine Haven Investment Counsel
Massachusetts
$503K -$4.97K -29 -1%
SWA
2017
Strategies Wealth Advisors
Michigan
$503K +$4.11K +24 +0.8%
CMF
2018
Counterpoint Mutual Funds
California
$502K +$503K +2,932 New
GWP
2019
Gateway Wealth Partners
Wisconsin
$500K +$24.7K +144 +5%
FSWA
2020
Financial Synergies Wealth Advisors
Texas
$499K +$500K +2,916 New
RFA
2021
Register Financial Advisors
Georgia
$499K -$34.3K -200 -6%
JE
2022
Jacobs Equity
Utah
$498K +$499K +2,914 New
QPBE
2023
Quintet Private Bank (Europe)
Luxembourg
$496K – – –
PCM
2024
Pennsylvania Capital Management
Pennsylvania
$496K +$21.9K +128 +5%
GSB
2025
Greenfield Savings Bank
Massachusetts
$496K +$40.3K +235 +9%
79 80
81
82 83