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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
2526
Kelsey Financial
California
$580K – – –
EFH
2527
Eaton Financial Holdings
Florida
$579K -$11.1K -24 -3%
COFSG
2528
Carbahal Olsen Financial Services Group
California
$579K -$495K -1,072 -57%
PCMC
2529
Paragon Capital Management (Colorado)
Colorado
$579K -$11.5K -25 -3%
LF
2530
Lee Financial
Texas
$578K -$46.1K -100 -11%
AHC
2531
Adell Harriman & Carpenter
Texas
$578K -$34.6K -75 -9%
AWP
2532
Atlas Wealth Partners
Pennsylvania
$578K – – –
B
2533
Birchbrook
Maine
$578K – – –
CWM
2534
Cabot Wealth Management
Massachusetts
$578K – – –
CC
2535
Cornerstone Capital
California
$578K – – –
WA
2536
WESPAC Advisors
California
$578K – – –
MFC
2537
Morris Financial Concepts
South Carolina
$578K +$8.77K +19 +2%
CWIG
2538
Chung Wu Investment Group
Texas
$578K +$369K +800 New
FFG
2539
Fiduciary Financial Group
California
$578K +$51.2K +111 +16%
NP
2540
Ninepoint Partners
Ontario, Canada
$576K +$368K +797 New
CWG
2541
Crown Wealth Group
North Carolina
$576K -$27.7K -60 -7%
BRM
2542
Boston Research & Management
Massachusetts
$575K – – –
GC
2543
Garde Capital
Washington
$573K -$48.4K -105 -12%
APC
2544
Aspire Private Capital
North Carolina
$572K – – –
BW
2545
BXM Wealth
Colorado
$570K +$364K +789 New
MA
2546
MCF Advisors
Kentucky
$570K – – –
CWWM
2547
Clear Wave Wealth Management
New Jersey
$568K +$12.9K +28 +4%
MWA
2548
Motive Wealth Advisors
Michigan
$568K +$16.1K +35 +5%
MMC
2549
Mizuho Markets Cayman
Cayman Islands
$566K -$12.8M -27,682 -97%
HC
2550
Hendley & Co
Ohio
$564K -$145K -315 -29%
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102
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