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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RPGNY
3101
Retirement Planning Group (New York)
New York
$262K +$167K +363 New
HCG
3102
Haven Capital Group
California
$260K +$166K +360 New
WDG
3103
Wealth Dimensions Group
Ohio
$260K +$166K +359 New
PRP
3104
Peak Retirement Planning
Ohio
$259K +$165K +358 New
JWM
3105
JPL Wealth Management
Colorado
$258K +$6.92K +15 +4%
CA
3106
Clune & Associates
Illinois
$258K +$165K +357 New
KSWWM
3107
Keyes Stange & Wooten Wealth Management
Florida
$258K +$165K +357 New
WA
3108
Waystone Advisors
Washington
$258K +$165K +357 New
BCM
3109
Boreal Capital Management
Florida
$257K – – –
AA
3110
Argent Advisors
Louisiana
$257K +$164K +356 New
FGC
3111
Financial Gravity Companies
Texas
$257K +$164K +356 New
IEFM
3112
IQ EQ Fund Management
Ireland
$257K +$164K +356 New
RCG
3113
Ridge Creek Global
Ohio
$257K +$164K +356 New
AAG
3114
Armstrong Advisory Group
Massachusetts
$257K +$51.7K +112 +46%
RIA
3115
Richwood Investment Advisors
Ohio
$257K +$164K +355 New
JMA
3116
J.M. Arbour
Maine
$256K +$163K +354 New
CRWM
3117
Castle Rock Wealth Management
California
$255K +$180K +391 New
MAM
3118
Markin Asset Management
New York
$254K +$162K +352 New
RWM
3119
Riverbend Wealth Management
South Carolina
$254K +$162K +352 New
LBC
3120
Leigh Baldwin & Co
New York
$254K +$162K +352 New
CWP
3121
Corepath Wealth Partners
Arizona
$254K +$205K +445 New
AA
3122
ACT Advisors
North Carolina
$254K +$162K +351 New
MO
3123
McMillan Office
Michigan
$253K – – –
ATIA
3124
American Trust Investment Advisors
New Hampshire
$253K +$161K +350 New
BCM
3125
Boltwood Capital Management
California
$253K +$161K +350 New
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