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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAP
1976
TSG Advice Partners
Ohio
$565K -$2.35K -7 -0.4%
MWP
1977
Moller Wealth Partners
$563K – – –
WT
1978
Washington Trust
Rhode Island
$563K -$10.4K -31 -2%
LC
1979
LCNB Corp
Ohio
$563K – – –
QPW
1980
Quantum Private Wealth
Florida
$562K +$19.8K +59 +4%
MCM
1981
Manchester Capital Management
Vermont
$558K +$27.6K +82 +5%
OWM
1982
Orca Wealth Management
Florida
$558K +$12.4K +37 +2%
DAS
1983
Diversify Advisory Services
Utah
$558K -$1.68M -4,981 -77%
BOJHT
1984
Bank of Jackson Hole Trust
Wyoming
$557K – – –
NPFS
1985
Novak & Powell Financial Services
Florida
$556K – – –
NFP
1986
Narus Financial Partners
Utah
$556K +$11.8K +35 +2%
CFA
1987
Cahill Financial Advisors
Minnesota
$554K -$59.2K -176 -10%
PWA
1988
Physician Wealth Advisors
Utah
$553K -$397K -1,179 -42%
BBA
1989
Braun-Bostich & Associates
Pennsylvania
$551K -$50.1K -149 -8%
ACM
1990
Allred Capital Management
Texas
$551K +$543K +1,613 New
RS
1991
R Squared
Hong Kong
$551K +$542K +1,611 New
WFI
1992
West Family Investments
California
$550K -$160K -475 -23%
SSC
1993
Syverson Strege & Co
Iowa
$550K -$124K -369 -19%
WIC
1994
Woodmont Investment Counsel
Tennessee
$549K -$67.6K -201 -11%
PR
1995
Payden & Rygel
California
$547K – – –
RWRC
1996
R.W. Roge & Company
New York
$547K – – –
LW
1997
Libra Wealth
California
$547K – – –
OCM
1998
Orleans Capital Management
Louisiana
$547K – – –
PS
1999
Planned Solutions
California
$546K +$2.02K +6 +0.4%
SC
2000
Saturna Capital
Washington
$543K +$136K +405 +34%
78 79
80
81 82