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QCOM

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2026
Independent Solutions Wealth Management
New York
$213K -$756K -6,579 -79%
ZIC
2027
ZWJ Investment Counsel
Georgia
$213K -$34.5K -300 -14%
C
2028
Covestor
United Kingdom
$213K -$33.9K -295 -14%
LC
2029
Landaas & Company
Wisconsin
$213K – – –
SF
2030
Safeguard Financial
Wisconsin
$213K – – –
HFS
2031
Heritage Financial Services
Massachusetts
$213K -$10.8K -94 -5%
GI
2032
Gradient Investments
Minnesota
$212K -$110K -953 -35%
HI
2033
Hoey Investments
Pennsylvania
$212K +$13.9K +121 +7%
OPCM
2034
Osborne Partners Capital Management
California
$211K -$230 -2 -0.1%
CCB
2035
Cutter & Co Brokerage
Missouri
$211K -$67.9K -591 -25%
RCG
2036
Regatta Capital Group
California
$211K +$203K +1,770 New
AMCA
2037
Arthur M. Cohen & Associates
Illinois
$211K – – –
FFA
2038
Founders Financial Alliance
North Carolina
$211K -$107K -930 -34%
OCM
2039
One Capital Management
California
$210K -$50.7K -441 -20%
BWA
2040
Blodgett Wealth Advisors
California
$210K – – –
MMM
2041
Mendel Money Management
Illinois
$210K +$203K +1,765 New
FFG
2042
Frisch Financial Group
New York
$210K +$17.7K +154 +10%
ERWM
2043
Elk River Wealth Management
Colorado
$210K – – –
EB
2044
Exchange Bank
California
$209K +$202K +1,757 New
CW
2045
CIC Wealth
Maryland
$209K -$259K -2,250 -56%
GB
2046
Goepper Burkhardt
South Carolina
$208K – – –
SWA
2047
SFMG Wealth Advisors
Texas
$207K -$41.2K -358 -17%
FPWM
2048
FSB Premier Wealth Management
Iowa
$207K +$575 +5 +0.3%
MCWS
2049
McKinley Carter Wealth Services
West Virginia
$207K -$4.28M -37,273 -96%
KWMG
2050
King Wealth Management Group
Florida
$207K +$200K +1,739 New
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82
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