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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BH
3401
Burk Holdings
Oklahoma
$34.7K – – –
SW
3402
StrongBox Wealth
Missouri
$34.7K +$22.1K +48 New
PS
3403
Planning Strategies
Pennsylvania
$34K +$21.7K +47 New
CWP
3404
Clark Wealth Partners
Illinois
$33.3K +$923 +2 +5%
ACA
3405
American Capital Advisory
Idaho
$33.3K +$8.77K +19 +70%
1L
3406
10Elms LLP
Oklahoma
$32.5K – – –
CFP
3407
Comprehensive Financial Planning
Pennsylvania
$32.5K – – –
HIA
3408
Highland Investment Advisors
Florida
$32.5K +$20.8K +45 New
OCM
3409
Orion Capital Management
California
$32.5K +$20.8K +45 New
EWM
3410
Evolution Wealth Management
Florida
$32K +$6K +13 +42%
WFG
3411
Wormser Freres Gestion
France
$31.8K +$20.3K +44 New
MAFA
3412
MJT & Associates Financial Advisory
Minnesota
$31.1K – – –
FW
3413
Fairway Wealth
Ohio
$30.4K – – –
RF
3414
Robinswood Financial
Washington
$29.6K – – –
CGA
3415
Compound Global Advisors
Washington
$28.9K -$27.7K -60 -60%
DF
3416
Downshift Financial
Colorado
$28.9K +$18.5K +40 New
HIW
3417
Holos Integrated Wealth
Pennsylvania
$27.7K – – –
HFG
3418
Harborfront Financial Group
Michigan
$26.7K +$17.1K +37 New
MAS
3419
MPWM Advisory Solutions
Georgia
$26K – – –
KFG
3420
Kingdom Financial Group
Arizona
$24.6K -$9.23K -20 -37%
MSG
3421
Main Street Group
Virginia
$24.6K – – –
CJ
3422
Caitlin John
Michigan
$23.9K – – –
SNB
3423
Security National Bank
Nebraska
$23.1K – – –
LC
3424
Luminist Capital
Michigan
$23K +$14.8K +32 New
PJC
3425
Phillip James Consulting
Minnesota
$22.4K – – –
135 136
137
138 139