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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCB
2651
First County Bank
Connecticut
$500K -$11.5K -25 -3%
CWP
2652
Curated Wealth Partners
California
$500K +$319K +692 New
SAM
2653
Simplify Asset Management
Nevada
$500K -$131K -284 -29%
2WWM
2654
21 West Wealth Management
California
$498K – – –
LEA
2655
Legacy Edge Advisors
New York
$497K -$23.5K -51 -7%
FGWP
2656
Founders Grove Wealth Partners
Virginia
$497K -$1.85K -4 -0.6%
SWM
2657
Segment Wealth Management
Texas
$495K – – –
MIC
2658
Meridian Investment Counsel
California
$495K – – –
CKAIS
2659
Christensen King & Associates Investment Services
Washington
$494K – – –
MBWA
2660
Marin Bay Wealth Advisors
California
$494K -$34.1K -74 -10%
VIA
2661
Victrix Investment Advisors
Florida
$494K -$33.7K -73 -10%
1IA
2662
1620 Investment Advisors
Massachusetts
$494K – – –
AWA
2663
A4 Wealth Advisors
North Carolina
$494K +$315K +683 New
GI
2664
Gradient Investments
Minnesota
$493K -$6.92K -15 -2%
TAFW
2665
Tred Avon Family Wealth
Maryland
$489K – – –
FF
2666
Fairway Financial
Florida
$489K – – –
FFS
2667
Founders Financial Securities
Maryland
$488K +$67.8K +147 +28%
BWFA
2668
Baltimore-Washington Financial Advisors
Maryland
$487K +$6.46K +14 +2%
PFG
2669
Prospect Financial Group
Virginia
$487K -$29.5K -64 -9%
WAS
2670
Wealth Advisory Solutions
Indiana
$484K -$923 -2 -0.3%
OAM
2671
Oak Asset Management
California
$482K – – –
CFG
2672
CMC Financial Group
Georgia
$482K +$307K +666 New
FGP
2673
Freestone Grove Partners
California
$479K -$14.5M -31,437 -98%
CIM
2674
Capital Investment Management
Missouri
$479K +$305K +662 New
CA
2675
Claris Advisors
Missouri
$478K – – –
105 106
107
108 109