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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
GW
1976
Graetz Wealth
Michigan
$570K +$673 +2 +0.1%
SIG
1977
Sargent Investment Group
Maryland
$569K +$12.1K +36 +2%
RFA
1978
ROI Financial Advisors
Oregon
$568K +$159K +472 +40%
EC
1979
EdgeRock Capital
Colorado
$566K -$9.76K -29 -2%
MFG
1980
Mosaic Financial Group
Illinois
$566K +$1.01K +3 +0.2%
PGA
1981
Portland Global Advisors
Maine
$566K – – –
TAP
1982
TSG Advice Partners
Ohio
$565K -$2.35K -7 -0.4%
MWP
1983
Moller Wealth Partners
$563K – – –
WT
1984
Washington Trust
Rhode Island
$563K -$10.4K -31 -2%
LC
1985
LCNB Corp
Ohio
$563K – – –
QPW
1986
Quantum Private Wealth
Florida
$562K +$19.8K +59 +4%
MCM
1987
Manchester Capital Management
Vermont
$558K +$27.6K +82 +5%
OWM
1988
Orca Wealth Management
Florida
$558K +$12.4K +37 +2%
DAS
1989
Diversify Advisory Services
Utah
$558K -$1.68M -4,981 -77%
BOJHT
1990
Bank of Jackson Hole Trust
Wyoming
$557K – – –
NPFS
1991
Novak & Powell Financial Services
Florida
$556K – – –
NFP
1992
Narus Financial Partners
Utah
$556K +$11.8K +35 +2%
CFA
1993
Cahill Financial Advisors
Minnesota
$554K -$59.2K -176 -10%
PWA
1994
Physician Wealth Advisors
Utah
$553K -$397K -1,179 -42%
BBA
1995
Braun-Bostich & Associates
Pennsylvania
$551K -$50.1K -149 -8%
ACM
1996
Allred Capital Management
Texas
$551K +$543K +1,613 New
RS
1997
R Squared
Hong Kong
$551K +$542K +1,611 New
WFI
1998
West Family Investments
California
$550K -$160K -475 -23%
SSC
1999
Syverson Strege & Co
Iowa
$550K -$124K -369 -19%
WIC
2000
Woodmont Investment Counsel
Tennessee
$549K -$67.6K -201 -11%