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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
2001
O'Donnell Financial Services
California
$1.27M +$9.23K +20 +1%
FOA
2002
Five Oceans Advisors
California
$1.27M +$923 +2 +0.1%
RDWM
2003
Red Door Wealth Management
Tennessee
$1.27M +$27.2K +59 +3%
WF
2004
Whelan Financial
California
$1.26M -$3.69K -8 -0.5%
TCM
2005
Telos Capital Management
California
$1.26M -$57.2K -124 -7%
BWM
2006
BCS Wealth Management
Tennessee
$1.26M +$21.7K +47 +3%
EIP
2007
Ellis Investment Partners
Pennsylvania
$1.26M +$1.85K +4 +0.2%
BW
2008
BIP Wealth
Georgia
$1.26M +$155K +337 +24%
EM
2009
ELCO Management
New York
$1.25M +$799K +1,732 New
SSWM
2010
Sheets Smith Wealth Management
North Carolina
$1.25M -$48.4K -105 -6%
HWM
2011
Hohimer Wealth Management
Washington
$1.24M -$8.77K -19 -1%
SEP
2012
Southland Equity Partners
Missouri
$1.24M -$16.6K -36 -2%
LIA
2013
LS Investment Advisors
Michigan
$1.24M +$791K +1,714 New
CF
2014
Convergence Financial
Missouri
$1.24M +$391K +848 +98%
MFIM
2015
Mesirow Financial Investment Management
Illinois
$1.23M -$8.3K -18 -1%
SRC
2016
Sage Rhino Capital
California
$1.23M +$3.69K +8 +0.5%
SC
2017
Soundwatch Capital
Connecticut
$1.23M -$4.61K -10 -0.6%
FIA
2018
FNY Investment Advisers
New York
$1.23M +$547K +1,185 +229%
SAM
2019
Sagewood Asset Management
New York
$1.23M +$272K +590 +53%
TW
2020
TritonPoint Wealth
Maryland
$1.23M +$14.3K +31 +2%
SLG
2021
Sanchez Levi Garrett
$1.23M +$6.92K +15 +0.9%
AWM
2022
Ariadne Wealth Management
California
$1.23M +$5.54K +12 +0.7%
ALC
2023
Alexander Labrunerie & Co
Missouri
$1.22M – – –
SIG
2024
Sargent Investment Group
Maryland
$1.22M +$12.5K +27 +2%
QFA
2025
Quantum Financial Advisors
California
$1.22M – – –
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