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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
2801
Holistic Financial Partners
Indiana
$396K -$134K -291 -35%
AFG
2802
Albion Financial Group
Utah
$396K – – –
FL
2803
FreeGulliver LLC
Louisiana
$395K -$27.2K -59 -10%
AAM
2804
Austin Asset Management
Texas
$395K +$252K +547 New
BHC
2805
Bull Harbor Capital
Maryland
$395K +$252K +547 New
FDDB
2806
Fidelity D&D Bancorp
Pennsylvania
$395K +$252K +547 New
ACM
2807
Aspen Capital Management
Idaho
$393K +$251K +544 New
DP
2808
Dearborn Partners
Illinois
$393K +$251K +544 New
EWP
2809
Evergreen Wealth Partners
Montana
$392K +$250K +542 New
GRA
2810
Golden Road Advisors
Florida
$392K +$250K +542 New
CIA
2811
Compass Ion Advisors
Pennsylvania
$391K +$250K +541 New
NWM
2812
Navigate Wealth Management
Alabama
$391K – – –
LWPC
2813
Legacy Wealth Partners (Colorado)
Colorado
$390K -$27.7K -60 -10%
KFA
2814
Kapstone Financial Advisors
Ohio
$390K +$249K +540 New
TA
2815
TFB Advisors
Kansas
$390K +$249K +540 New
CC
2816
Chicago Capital
Illinois
$390K +$249K +539 New
FG
2817
Fiduciary Group
Georgia
$390K +$249K +539 New
TWM
2818
TopTier Wealth Management
Wisconsin
$389K +$461 +1 +0.2%
WWM
2819
Wiser Wealth Management
Georgia
$389K +$248K +538 New
FSA
2820
Financial Security Advisor
Virginia
$388K +$248K +537 New
OL
2821
Owen LaRue
Kentucky
$387K -$38.3K -83 -13%
TIM
2822
Tortoise Investment Management
New York
$387K +$247K +535 New
BWAM
2823
Blue Water Asset Management
Michigan
$387K +$247K +535 New
FM
2824
Family Management
New York
$386K +$246K +534 New
SSW
2825
Smith Shellnut Wilson
Mississippi
$385K +$246K +533 New
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113
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