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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1976
N.E.W. Advisory Services
Wisconsin
$51.2K +$59.4K +353 New
IFS
1977
Intelligent Financial Strategies
Minnesota
$50.6K – – –
SSG
1978
Summit Securities Group
New York
$50.1K +$36.2K +215 +165%
SC
1979
Stephens Consulting
Michigan
$49.8K – – –
RWS
1980
Retirement Wealth Solutions
Wisconsin
$49K -$4.2K -25 -7%
TFA
1981
Toth Financial Advisory
Virginia
$47.9K – – –
FNWA
1982
Financial Network Wealth Advisors
Utah
$47.5K +$19.7K +117 +56%
SCB
1983
Saudi Central Bank
Saudi Arabia
$46.4K +$53.8K +320 New
RS
1984
Rakuten Securities
Japan
$45.9K -$103K -614 -66%
MHR
1985
Matthew Hamilton Rosenberg
$45.9K -$3.19K -19 -6%
FWP
1986
Fiduciary Wealth Partners
Massachusetts
$45.7K +$53K +315 New
WA
1987
Whipplewood Advisors
Colorado
$45K -$28.8K -171 -52%
FDCP
1988
Foster Dykema Cabot & Partners
Massachusetts
$44.7K -$7.74K -46 -13%
WA
1989
WPG Advisers
Maryland
$44.6K +$2.02K +12 +4%
HC
1990
Hoese & Co
Minnesota
$43.7K – – –
KSB
1991
Kennebec Savings Bank
Maine
$43.7K – – –
CAM
1992
Costello Asset Management
Pennsylvania
$43.5K +$50.4K +300 New
PWS
1993
Peterson Wealth Services
Utah
$43.4K – – –
JWA
1994
JFS Wealth Advisors
Pennsylvania
$43.1K +$1.34K +8 +3%
NWMP
1995
Noble Wealth Management PBC
Colorado
$42.8K – – –
CAM
1996
Creekmur Asset Management
Illinois
$42.3K +$168 +1 +0.3%
CWM
1997
Centricity Wealth Management
Ohio
$42.1K – – –
VWA
1998
Valued Wealth Advisors
Utah
$41.1K -$14.3K -85 -23%
Loomis, Sayles & Company
1999
Loomis, Sayles & Company
Massachusetts
$41K -$641K -3,810 -93%
RFG
2000
REAP Financial Group
Texas
$41K -$841 -5 -2%