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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
2001
North Star Investment Management
Illinois
$40.4K – – –
AF
2002
Atala Financial
California
$39.9K – – –
APW
2003
Atlantic Private Wealth
North Carolina
$39.9K – – –
HWA
2004
HHM Wealth Advisors
Tennessee
$39.9K – – –
DCM
2005
Disciplina Capital Management
Tennessee
$39.5K +$21.9K +130 +92%
PCTC
2006
Perkins Coie Trust Company
Washington
$39.2K -$2.86K -17 -6%
GP
2007
Greenline Partners
New York
$38.6K +$44.7K +266 New
BFPW
2008
BOK Financial Private Wealth
Colorado
$38.2K +$24.9K +148 +129%
CTWM
2009
Cherry Tree Wealth Management
Minnesota
$38.1K +$7.9K +47 +22%
SIS
2010
Sound Income Strategies
Florida
$37K – – –
YP
2011
YANKCOM Partnership
South Dakota
$36.6K +$9.59K +57 +29%
ACM
2012
Accent Capital Management
Ohio
$36.3K – – –
CB
2013
Centennial Bank
Arkansas
$36.3K – – –
FFL
2014
Financial Freedom LLC
Ohio
$36.3K – – –
CCC
2015
Chelsea Counsel Company
California
$34.8K – – –
GCM
2016
Gables Capital Management
Florida
$33.4K – – –
WTA
2017
Washington Trust Advisors
Massachusetts
$33.4K +$10.4K +62 +37%
RBC
2018
Roble Belko & Company
Pennsylvania
$33K -$760K -4,519 -98%
FUBT
2019
First United Bank & Trust
Maryland
$32.8K -$1.18K -7 -3%
AWM
2020
Activest Wealth Management
Florida
$31.5K +$35.8K +213 +5,325%
CI
2021
Clal Insurance
Israel
$31K +$29.3K +174 +435%
NC
2022
NewSquare Capital
Pennsylvania
$30.3K +$28.4K +169 +423%
SWIM
2023
Smallwood Wealth Investment Management
New Jersey
$29.5K +$34.1K +203 New
DCM
2024
Davis Capital Management
Florida
$29K – – –
AWM
2025
AllSquare Wealth Management
New York
$28.9K – – –
79 80
81
82 83