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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
2026
Tyler-Stone Wealth Management
Ohio
$301K +$264K +1,646 New
KWM
2027
Keebeck Wealth Management
Illinois
$300K – – –
UIA
2028
UBP Investment Advisors
Switzerland
$300K +$259K +1,620 New
IAP
2029
Indie Asset Partners
Indiana
$299K -$10.4K -65 -4%
CCM
2030
Check Capital Management
California
$299K – – –
CFO
2031
CVA Family Office
Colorado
$299K +$158K +986 +152%
SC
2032
Schoolcraft Capital
Colorado
$298K – – –
RIM
2033
Rockbridge Investment Management
New York
$298K -$126K -790 -33%
BWCS
2034
Beirne Wealth Consulting Services
Connecticut
$298K – – –
BWM
2035
Baystate Wealth Management
Massachusetts
$298K +$800 +5 +0.3%
EFSCE
2036
Enterprise Financial Services Corp (EFSC)
Missouri
$298K +$9.29K +58 +4%
SGA
2037
Seaport Global Advisors
Massachusetts
$298K +$261K +1,629 New
UAS
2038
United Asset Strategies
New York
$298K +$261K +1,632 New
HLOC
2039
H.L. Ormond & Company
North Carolina
$298K +$267K +1,668 New
GI
2040
Gradient Investments
Minnesota
$297K +$4.48K +28 +2%
KA
2041
Klingman & Associates
New York
$296K +$4.8K +30 +2%
AWM
2042
Aevitas Wealth Management
Massachusetts
$296K +$259K +1,617 New
OPWM
2043
Oxinas Partners Wealth Management
Indiana
$294K +$257K +1,608 New
BWIA
2044
Bryant Woods Investment Advisors
New York
$294K +$258K +1,609 New
ACM
2045
Alethea Capital Management
Washington
$293K – – –
PI
2046
Pachira Investments
California
$293K – – –
PC
2047
Permanens Capital
New York
$293K – – –
WFA
2048
West Financial Advisors
Iowa
$293K – – –
MCM
2049
Morton Capital Management
California
$293K +$256K +1,600 New
FFWM
2050
Future Financial Wealth Management
Ohio
$292K -$265K -1,657 -51%
80 81
82
83 84