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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
2001
Carolinas Wealth Consulting
North Carolina
$137K +$615 +3 +0.4%
SN
2002
Sittner & Nelson
Oregon
$137K – – –
WWP
2003
WR Wealth Planners
Missouri
$136K -$43.3K -211 -24%
VIA
2004
Virtus Investment Advisers
Connecticut
$135K -$82K -400 -38%
AWM
2005
Avondale Wealth Management
Texas
$133K – – –
BAM
2006
Bellevue Asset Management
Washington
$132K – – –
HEIP
2007
Hudson Edge Investment Partners
New Jersey
$131K – – –
T
2008
TOBAM
France
$130K – – –
HWM
2009
Hemington Wealth Management
Virginia
$128K +$145K +705 New
BC
2010
BIT Capital
Germany
$127K +$129K +630 New
AAG
2011
Armstrong Advisory Group
Massachusetts
$123K +$47.2K +230 +61%
TCA
2012
Trifecta Capital Advisors
Illinois
$123K – – –
OBWP
2013
O'Brien Wealth Partners
Massachusetts
$121K – – –
CPA
2014
Clear Point Advisors
New York
$118K – – –
CB
2015
CNB Bank
Pennsylvania
$116K – – –
BWM
2016
Bullock Wealth Management
Indiana
$115K +$62.4K +304 +108%
AIC
2017
Archer Investment Corporation
Indiana
$115K +$205 +1 +0.2%
MB
2018
Mizuho Bank
Japan
$115K +$18.5K +90 +19%
VCM
2019
Versant Capital Management
Arizona
$115K -$7.59K -37 -6%
LI
2020
LRI Investments
Florida
$114K -$62.4K -304 -33%
PWMG
2021
Private Wealth Management Group
New Jersey
$114K -$1.03K -5 -0.9%
CIR
2022
Clear Investment Research
Georgia
$112K – – –
OW
2023
Olistico Wealth
Oklahoma
$112K – – –
BFPW
2024
BOK Financial Private Wealth
Colorado
$111K -$14.8K -72 -12%
MFG
2025
Mendota Financial Group
Wisconsin
$110K +$410 +2 +0.4%
79 80
81
82 83