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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2001
PCG Wealth Advisors
Kansas
$348K +$240 +1 +0.1%
JAIC
2002
Josh Arnold Investment Consultant
Minnesota
$346K – – –
HNB
2003
Hilltop National Bank
Wyoming
$346K +$163K +679 +102%
MFS
2004
Madrona Financial Services
Washington
$345K -$2.88K -12 -0.9%
LPFG
2005
Landing Point Financial Group
Ohio
$344K -$5.99K -25 -2%
AGA
2006
Arkos Global Advisors
Texas
$344K -$36.4K -152 -10%
TL
2007
Tradewinds LLC
North Carolina
$342K – – –
AFS
2008
Axiom Financial Strategies
Indiana
$341K -$147K -612 -32%
IWM
2009
Integris Wealth Management
California
$340K – – –
CS
2010
Cannell & Spears
New York
$338K – – –
YWS
2011
Yarger Wealth Strategies
Ohio
$337K +$27.6K +115 +10%
TVPW
2012
Third View Private Wealth
Connecticut
$337K +$315K +1,312 New
PCP
2013
Proficio Capital Partners
Massachusetts
$337K -$24.2K -101 -7%
SN
2014
Sittner & Nelson
Oregon
$337K -$200K -833 -44%
MAC
2015
Mason & Associates (California)
California
$336K +$61.4K +256 +24%
BEW
2016
Burton Enright Welch
California
$335K -$9.11K -38 -3%
OFS
2017
OneAscent Financial Services
Alabama
$334K +$10.1K +42 +3%
JE
2018
JMAC Enterprises
Pennsylvania
$334K – – –
GGI
2019
Godsey & Gibb Inc
Virginia
$334K +$7.91K +33 +3%
EW
2020
Evexia Wealth
Wisconsin
$333K -$357K -1,488 -57%
RWP
2021
Revolve Wealth Partners
New Jersey
$332K +$6.95K +29 +2%
MWA
2022
Meridian Wealth Advisors
Texas
$332K -$46K -192 -13%
JA
2023
JVL Associates
Michigan
$331K -$16.1K -67 -5%
ET
2024
Equitable Trust
Tennessee
$331K – – –
RIG
2025
RiverFront Investment Group
Virginia
$331K +$73.4K +306 +31%
79 80
81
82 83