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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
626
QCI Asset Management
New York
$11K – – –
HCMT
627
Highland Capital Management (Tennessee)
Tennessee
$11K +$11.7K +568 New
AIM
628
Advantage Investment Management
Iowa
$10K -$104K -5,058 -91%
IRS
629
Invictus RG (Singapore)
Singapore
$10K -$9.99K -487 -49%
AWS
630
Aris Wealth Services
Pennsylvania
$10K – – –
TFO
631
Tarbox Family Office
California
$10K – – –
IMS
632
Index Management Solutions
Pennsylvania
$10K +$1.75K +85 +20%
FANJ
633
Financial Architects (New Jersey)
New Jersey
$9K – – –
PMFA
634
Plante Moran Financial Advisors
Michigan
$9K – – –
ZB
635
Zions Bancorporation
Utah
$8K -$15.5K -757 -65%
MCM
636
MV Capital Management
Maryland
$8K -$2.67K -130 -24%
RWA
637
Ropes Wealth Advisors
Massachusetts
$8K – – –
VFA
638
Virtus Fund Advisers
Connecticut
$8K – – –
LS
639
Lupo Securities
Illinois
$8K +$8.21K +400 New
WA
640
WealthTrust-Arizona
Arizona
$7K +$41 +2 +0.6%
PI
641
PineBridge Investments
New York
$6K +$103 +5 +2%
LFR
642
Lehman Financial Resources
Pennsylvania
$5K – – –
AWA
643
AmeriServ Wealth Advisors
Pennsylvania
$5K +$5.13K +250 New
AC
644
Alexandria Capital
Virginia
$4K – – –
AWM
645
AllSquare Wealth Management
New York
$4K – – –
RFA
646
Reilly Financial Advisors
California
$4K – – –
CPIG
647
Chicago Partners Investment Group
Illinois
$4K +$390 +19 +10%
MFBTD
648
MB Financial Bank - Trust Department
Illinois
$4K +$4.11K +200 New
LNB
649
Ledyard National Bank
$3K – – –
APSP
650
Asset Planning Services (Pennsylvania)
Pennsylvania
$3K +$3.08K +150 New
24 25
26
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