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Qualcomm
QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
2001
JTC Employer Solutions Trustee
Jersey
$513K – – –
WI
2002
WrapManager Inc
California
$513K -$44.7K -261 -8%
BFS
2003
BridgePort Financial Solutions
Iowa
$511K – – –
CA
2004
Crumly & Associates
Illinois
$511K +$24.9K +145 +5%
AR
2005
Apeiron RIA
Texas
$511K +$12.2K +71 +2%
BPW
2006
Bingham Private Wealth
California
$510K +$511K +2,983 New
WWC
2007
Waypoint Wealth Counsel
Georgia
$510K +$20.1K +117 +4%
PAW
2008
Plan A Wealth
Nebraska
$509K +$25.7K +150 +5%
RCWM
2009
Royal Capital Wealth Management
Indiana
$507K +$514 +3 +0.1%
FA
2010
Financial Alternatives
California
$507K – – –
RCM
2011
Raleigh Capital Management
North Carolina
$505K -$27.6K -161 -5%
SPC
2012
Spirepoint Private Client
Florida
$505K +$6K +35 +1%
HAS
2013
HBW Advisory Services
California
$505K +$40.6K +237 +9%
MWS
2014
MFA Wealth Services
California
$504K +$8.06K +47 +2%
CWA
2015
Clearview Wealth Advisors
Oregon
$504K -$24.2K -141 -5%
QFA
2016
Quantum Financial Advisors
California
$504K +$151K +882 +43%
UAG
2017
United Advisor Group
Ohio
$503K +$92.2K +538 +22%
MA
2018
MBA Advisors
Pennsylvania
$503K +$514 +3 +0.1%
PHIC
2019
Pine Haven Investment Counsel
Massachusetts
$503K -$4.97K -29 -1%
SWA
2020
Strategies Wealth Advisors
Michigan
$503K +$4.11K +24 +0.8%
CMF
2021
Counterpoint Mutual Funds
California
$502K +$503K +2,932 New
GWP
2022
Gateway Wealth Partners
Wisconsin
$500K +$24.7K +144 +5%
FSWA
2023
Financial Synergies Wealth Advisors
Texas
$499K +$500K +2,916 New
RFA
2024
Register Financial Advisors
Georgia
$499K -$34.3K -200 -6%
JE
2025
Jacobs Equity
Utah
$498K +$499K +2,914 New
79 80
81
82 83