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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
C
2726
Covestor
United Kingdom
$121K -$115K -342 -49%
MO
2727
McMillan Office
Michigan
$120K – – –
IFS
2728
Intelligent Financial Strategies
Minnesota
$119K – – –
JWM
2729
JPL Wealth Management
Colorado
$117K +$115K +342 New
OWA
2730
Opal Wealth Advisors
New York
$117K +$115K +342 New
P
2731
Palladiem
Pennsylvania
$117K – – –
NSIM
2732
North Star Investment Management
Illinois
$116K +$3.7K +11 +3%
WTA
2733
Washington Trust Advisors
Massachusetts
$114K +$3.03K +9 +3%
PWA
2734
Provenance Wealth Advisors
Florida
$111K – – –
LIA
2735
Limestone Investment Advisors
New York
$110K -$1.66M -4,928 -94%
FDCP
2736
Foster Dykema Cabot & Partners
Massachusetts
$109K – – –
FC
2737
Financial Consulate
Maryland
$109K +$26.6K +79 +33%
SFG
2738
Strive Financial Group
Indiana
$108K -$426K -1,265 -80%
GG
2739
Gleason Group
Kentucky
$108K – – –
FFO
2740
Fortitude Family Office
Arizona
$107K -$21.9K -65 -17%
AFC
2741
Ares Financial Consulting
California
$106K – – –
1M
2742
1248 Management
Missouri
$105K +$104K +308 New
SMFG
2743
Sumitomo Mitsui Financial Group
Japan
$103K +$101K +300 New
ZC
2744
Zeit Capital
Colorado
$103K +$101K +300 New
BFS
2745
Bare Financial Services
Pennsylvania
$102K +$22.9K +68 +29%
SR
2746
Swiss Re
Switzerland
$100K – – –
FFG
2747
Forum Finance Group
$97K +$116K +345 New
KAS
2748
Kemnay Advisory Services
New York
$94.3K -$13.1K -39 -12%
HWA
2749
HHM Wealth Advisors
Tennessee
$94K – – –
APW
2750
Atlantic Private Wealth
North Carolina
$94K – – –
108 109
110
111 112