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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
2001
Trifecta Capital Advisors
Illinois
$98.7K – – –
RA
2002
Ransom Advisory
Rhode Island
$97.6K -$18.1K -100 -14%
OBWP
2003
O'Brien Wealth Partners
Massachusetts
$97.3K – – –
KSWA
2004
Kathleen S. Wright Associates
Pennsylvania
$96.5K -$77.6K -428 -44%
AIC
2005
Archer Investment Corporation
Indiana
$94.5K +$1.99K +11 +2%
TCM
2006
Tradewinds Capital Management
Washington
$93.9K +$14.5K +80 +16%
CB
2007
CNB Bank
Pennsylvania
$93.5K – – –
PWMG
2008
Private Wealth Management Group
New Jersey
$91.4K – – –
CIR
2009
Clear Investment Research
Georgia
$90.3K – – –
OW
2010
Olistico Wealth
Oklahoma
$89.4K -$906 -5 -0.9%
EBA
2011
Eagle Bay Advisors
New York
$87.2K -$52.2K -288 -35%
EPIMS
2012
Evelyn Partners Investment Management Services
$87K +$97K +535 New
RWM
2013
Rialto Wealth Management
New York
$85.2K +$95K +524 New
GWSG
2014
GPS Wealth Strategies Group
Colorado
$84.7K +$3.08K +17 +3%
KB
2015
Kimelman & Baird
New York
$84K – – –
KBFS
2016
Kohmann Bosshard Financial Services
Ohio
$82.8K +$92.2K +509 New
SVCP
2017
Silicon Valley Capital Partners
California
$82.6K +$181 +1 +0.2%
PAG
2018
Paladin Advisory Group
Iowa
$81.3K – – –
GKIM
2019
GW&K Investment Management
Massachusetts
$79K -$725 -4 -0.8%
WPA
2020
West Paces Advisors
Georgia
$77.9K – – –
RA
2021
Rise Advisors
New York
$77.8K +$2.54K +14 +3%
VCM
2022
Versant Capital Management
Arizona
$77.1K -$17.2K -95 -17%
SO
2023
Sierra Ocean
California
$76.9K +$85.5K +472 New
W
2024
WealthCollab
Washington
$76.8K – – –
IWP
2025
IAG Wealth Partners
Wisconsin
$75.2K +$181 +1 +0.2%
79 80
81
82 83