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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
2001
Perkins Coie Trust Company
Washington
$39.2K -$2.86K -17 -6%
GP
2002
Greenline Partners
New York
$38.6K +$44.7K +266 New
BFPW
2003
BOK Financial Private Wealth
Colorado
$38.2K +$24.9K +148 +129%
CTWM
2004
Cherry Tree Wealth Management
Minnesota
$38.1K +$7.9K +47 +22%
SIS
2005
Sound Income Strategies
Florida
$37K – – –
YP
2006
YANKCOM Partnership
South Dakota
$36.6K +$9.59K +57 +29%
ACM
2007
Accent Capital Management
Ohio
$36.3K – – –
CB
2008
Centennial Bank
Arkansas
$36.3K – – –
FFL
2009
Financial Freedom LLC
Ohio
$36.3K – – –
CCC
2010
Chelsea Counsel Company
California
$34.8K – – –
GCM
2011
Gables Capital Management
Florida
$33.4K – – –
WTA
2012
Washington Trust Advisors
Massachusetts
$33.4K +$10.4K +62 +37%
RBC
2013
Roble Belko & Company
Pennsylvania
$33K -$760K -4,519 -98%
FUBT
2014
First United Bank & Trust
Maryland
$32.8K -$1.18K -7 -3%
AWM
2015
Activest Wealth Management
Florida
$31.5K +$35.8K +213 +5,325%
CI
2016
Clal Insurance
Israel
$31K +$29.3K +174 +435%
NC
2017
NewSquare Capital
Pennsylvania
$30.3K +$28.4K +169 +423%
SWIM
2018
Smallwood Wealth Investment Management
New Jersey
$29.5K +$34.1K +203 New
DCM
2019
Davis Capital Management
Florida
$29K – – –
AWM
2020
AllSquare Wealth Management
New York
$28.9K – – –
CPG
2021
Cornerstone Planning Group
New Jersey
$28.4K +$10.8K +64 +48%
DIP
2022
DT Investment Partners
Pennsylvania
$28.2K – – –
PSFG
2023
Park Square Financial Group
Georgia
$28.2K -$24.4K -145 -43%
RCA
2024
Runnymede Capital Advisors
Ohio
$28K +$29.4K +175 +972%
CFS
2025
CGC Financial Services
Oregon
$27.9K – – –
79 80
81
82 83