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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
2701
TAGStone Capital
North Carolina
$462K – – –
WA
2702
Wealth Alliance
New York
$458K +$292K +633 New
BAMG
2703
Brand Asset Management Group
Missouri
$457K +$3.69K +8 +1%
CPIA
2704
Cornell Pochily Investment Advisors
New York
$457K – – –
FTA
2705
Financial & Tax Architects
Missouri
$456K +$461 +1 +0.2%
ZIG
2706
Zullo Investment Group
Pennsylvania
$456K -$6.46K -14 -2%
BZWA
2707
Blue Zone Wealth Advisors
California
$454K – – –
LWP
2708
LeClair Wealth Partners
Ohio
$454K +$290K +628 New
IIC
2709
Ironwood Investment Counsel
Arizona
$453K +$289K +627 New
TWM
2710
TriaGen Wealth Management
California
$453K -$42.9K -93 -13%
BW
2711
Blalock Williams
Alabama
$453K +$3.69K +8 +1%
TWA
2712
Tulsa Wealth Advisors
Oklahoma
$453K +$289K +626 New
JWM
2713
Jacksonville Wealth Management
Florida
$452K -$5.54K -12 -2%
NERM
2714
New England Research & Management
Illinois
$452K -$588K -1,275 -67%
UFA
2715
Unify Financial Advisors
Florida
$450K – – –
RI
2716
Rinkey Investments
California
$450K – – –
PFG
2717
PAX Financial Group
Texas
$450K +$287K +622 New
SAM
2718
Synergy Asset Management
Washington
$449K -$137K -298 -32%
RWM
2719
RKL Wealth Management
Pennsylvania
$449K +$286K +620 New
CWMGO
2720
Capstone Wealth Management Group (Oregon)
Oregon
$448K -$38.8K -84 -12%
BC
2721
Bridgefront Capital
Texas
$447K -$3.05M -6,612 -91%
TWM
2722
Tripletail Wealth Management
Florida
$446K -$7.84K -17 -2%
AWCI
2723
Alpine Woods Capital Investors
New York
$443K -$31.8K -69 -10%
HWMC
2724
Heritage Wealth Management (California)
California
$443K +$283K +613 New
HCWM
2725
Hidden Cove Wealth Management
Washington
$443K +$283K +613 New
107 108
109
110 111