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Qualcomm

Name Holding Trade Value Shares
Change
Change in
Stake
KFA
2026
Kelleher Financial Advisors
New York
$412K
DOA
2027
D'Orazio & Associates
Virginia
$412K -$39.3K -267 -9%
SAM
2028
Secure Asset Management
Michigan
$411K -$2.03M -13,760 -84%
SWRP
2029
Summit Wealth & Retirement Planning
California
$411K +$29.4K +200 +8%
WP
2030
WealthPLAN Partners
Nebraska
$411K -$42.7K -290 -10%
PA
2031
PSI Advisors
Florida
$411K +$144K +975 +61%
CFMC
2032
Curbstone Financial Management Corp
New Hampshire
$410K -$132K -900 -26%
BHIA
2033
Birch Hill Investment Advisors
Massachusetts
$408K
AWA
2034
Alta Wealth Advisors
Massachusetts
$408K
PWM
2035
Purus Wealth Management
California
$408K +$30.2K +205 +9%
GWP
2036
Gateway Wealth Partners
Wisconsin
$407K +$24.3K +165 +7%
CCP
2037
Clarkston Capital Partners
Michigan
$406K
KWMG
2038
King Wealth Management Group
Florida
$406K +$29.6K +201 +9%
WSFG
2039
Wall Street Financial Group
Illinois
$405K +$374K +2,542 New
SIM
2040
Stratos Investment Management
Ohio
$404K +$75.2K +511 +25%
OWA
2041
One Wealth Advisors
California
$401K -$313K -2,123 -46%
WAM
2042
WNY Asset Management
New York
$401K -$36.4K -247 -9%
SWM
2043
Silverlake Wealth Management
Vermont
$401K +$4.12K +28 +1%
AF
2044
Apexium Financial
Texas
$400K +$33.6K +228 +10%
FWP
2045
FAS Wealth Partners
Kansas
$400K +$2.94K +20 +0.8%
PMFA
2046
Plante Moran Financial Advisors
Michigan
$399K +$33.7K +229 +10%
LF
2047
LifePlan Financial
Minnesota
$399K -$589 -4 -0.2%
TPWA
2048
TRUE Private Wealth Advisors
Oregon
$399K +$368K +2,503 New
LA
2049
LVW Advisors
New York
$399K +$66.7K +453 +22%
RGC
2050
Roberts, Glore & Co
Illinois
$398K +$44.9K +305 +14%