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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGNY
3076
Retirement Planning Group (New York)
New York
$262K +$167K +363 New
HCG
3077
Haven Capital Group
California
$260K +$166K +360 New
WDG
3078
Wealth Dimensions Group
Ohio
$260K +$166K +359 New
PRP
3079
Peak Retirement Planning
Ohio
$259K +$165K +358 New
JWM
3080
JPL Wealth Management
Colorado
$258K +$6.92K +15 +4%
CA
3081
Clune & Associates
Illinois
$258K +$165K +357 New
KSWWM
3082
Keyes Stange & Wooten Wealth Management
Florida
$258K +$165K +357 New
WA
3083
Waystone Advisors
Washington
$258K +$165K +357 New
BCM
3084
Boreal Capital Management
Florida
$257K – – –
AA
3085
Argent Advisors
Louisiana
$257K +$164K +356 New
FGC
3086
Financial Gravity Companies
Texas
$257K +$164K +356 New
IEFM
3087
IQ EQ Fund Management
Ireland
$257K +$164K +356 New
RCG
3088
Ridge Creek Global
Ohio
$257K +$164K +356 New
AAG
3089
Armstrong Advisory Group
Massachusetts
$257K +$51.7K +112 +46%
RIA
3090
Richwood Investment Advisors
Ohio
$257K +$164K +355 New
JMA
3091
J.M. Arbour
Maine
$256K +$163K +354 New
CRWM
3092
Castle Rock Wealth Management
California
$255K +$180K +391 New
MAM
3093
Markin Asset Management
New York
$254K +$162K +352 New
RWM
3094
Riverbend Wealth Management
South Carolina
$254K +$162K +352 New
LBC
3095
Leigh Baldwin & Co
New York
$254K +$162K +352 New
CWP
3096
Corepath Wealth Partners
Arizona
$254K +$205K +445 New
AA
3097
ACT Advisors
North Carolina
$254K +$162K +351 New
MO
3098
McMillan Office
Michigan
$253K – – –
ATIA
3099
American Trust Investment Advisors
New Hampshire
$253K +$161K +350 New
BCM
3100
Boltwood Capital Management
California
$253K +$161K +350 New
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