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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2551
Principia Wealth Advisory
Texas
$14.9K +$2.88K +12 +26%
BHWM
2552
Bay Harbor Wealth Management
Maryland
$14.4K +$5.04K +21 +60%
CMP
2553
Coston McIsaac & Partners
Maine
$14K – – –
PSB
2554
Piscataqua Savings Bank
New Hampshire
$13.6K – – –
BHWM
2555
Beaird Harris Wealth Management
Texas
$13.5K – – –
HIW
2556
Holos Integrated Wealth
Pennsylvania
$13.4K – – –
CWM
2557
Copia Wealth Management
Oregon
$12.8K – – –
MWA
2558
Medallion Wealth Advisors
Connecticut
$12.8K +$12K +50 New
NL
2559
NorthAvenue LLC
Ohio
$12.8K +$12K +50 New
TAM
2560
Tucker Asset Management
Colorado
$12.3K +$11.5K +48 New
S
2561
Sachetta
Massachusetts
$12.1K +$5.04K +21 +81%
WWA
2562
Wealth Watch Advisors
Colorado
$11.6K +$959 +4 +10%
FC
2563
Family CFO
California
$11.6K +$10.8K +45 New
CFP
2564
Comprehensive Financial Planning
Pennsylvania
$11.6K – – –
SRCM
2565
Signature Resources Capital Management
California
$11.3K +$1.2K +5 +13%
FW
2566
Fairway Wealth
Ohio
$10.8K – – –
RF
2567
Robinswood Financial
Washington
$10.5K – – –
UFF
2568
USA Financial Formulas
Michigan
$9.77K -$18.5K -77 -67%
NWM
2569
Nova Wealth Management
Florida
$9.46K – – –
CJ
2570
Caitlin John
Michigan
$9.25K -$519K -2,165 -98%
RF
2571
Roxbury Financial
New Jersey
$9.25K -$959 -4 -10%
MAS
2572
MPWM Advisory Solutions
Georgia
$9.25K – – –
SHIM
2573
Stone House Investment Management
Pennsylvania
$8.61K +$6.23K +26 +325%
SNB
2574
Security National Bank
Nebraska
$8.22K – – –
WA
2575
Whipplewood Advisors
Colorado
$8.22K +$7.67K +32 New
101 102
103
104 105