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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
CSF
2501
Capital Squared Financial
Maryland
$603K -$4.61K -10 -1%
MFG
2502
Magnus Financial Group
New York
$603K +$51.7K +112 +16%
TFG
2503
Turner Financial Group
Florida
$602K +$384K +833 New
NAMM
2504
NorthStar Asset Management (Massachusetts)
Massachusetts
$602K +$384K +832 New
WCM
2505
WealthBridge Capital Management
Ohio
$601K -$273K -591 -42%
WCM
2506
Winebrenner Capital Management
Kentucky
$600K -$4.61K -10 -1%
RT
2507
Rockland Trust
Massachusetts
$600K – – –
TCWM
2508
Total Clarity Wealth Management
Illinois
$599K +$382K +828 New
FFA
2509
Frazier Financial Advisors
Ohio
$599K +$12K +26 +3%
WAM
2510
Weatherly Asset Management
California
$598K -$21.2K -46 -5%
HDIM
2511
Hanson & Doremus Investment Management
Vermont
$597K -$24.5K -53 -6%
CA
2512
COFG Advisors
Illinois
$597K +$1.85K +4 +0.5%
AWA
2513
Aletheian Wealth Advisors
Washington
$594K +$35.1K +76 +10%
JWM
2514
Jeppson Wealth Management
California
$593K -$13.8K -30 -4%
BL
2515
Balentine LLC
Georgia
$591K -$182K -395 -33%
CCT
2516
Capital City Trust
Florida
$591K +$377K +818 New
CWA
2517
Canvas Wealth Advisors
Kansas
$591K +$18K +39 +5%
NIWA
2518
New Insight Wealth Advisors
California
$591K -$1.38K -3 -0.4%
KWMG
2519
King Wealth Management Group
Florida
$590K +$2.77K +6 +0.7%
HAS
2520
HBW Advisory Services
California
$585K -$18.9K -41 -5%
SWG
2521
Summit Wealth Group
Vermont
$585K -$2.31K -5 -0.6%
WCM
2522
Weaver Capital Management
Georgia
$585K – – –
SWM
2523
Sculati Wealth Management
Michigan
$583K – – –
HFS
2524
Howard Financial Services
Texas
$582K -$10.2K -22 -3%
GCA
2525
Gradient Capital Advisors
California
$580K -$7.84K -17 -2%