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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Q1WB
3426
Quest 10 Wealth Builders
Virginia
$37.5K +$923 +2 +4%
IRAG
3427
Investment Research & Advisory Group
Georgia
$36.9K +$12.9K +28 New
AWM
3428
Activest Wealth Management
Florida
$36.1K -$89K -193 -79%
CWM
3429
Copia Wealth Management
Oregon
$36.1K – – –
GCM
3430
Glynn Capital Management
California
$36.1K – – –
BH
3431
Burk Holdings
Oklahoma
$34.7K – – –
SW
3432
StrongBox Wealth
Missouri
$34.7K +$22.1K +48 New
PS
3433
Planning Strategies
Pennsylvania
$34K +$21.7K +47 New
CWP
3434
Clark Wealth Partners
Illinois
$33.3K +$923 +2 +5%
ACA
3435
American Capital Advisory
Idaho
$33.3K +$8.77K +19 +70%
1L
3436
10Elms LLP
Oklahoma
$32.5K – – –
CFP
3437
Comprehensive Financial Planning
Pennsylvania
$32.5K – – –
HIA
3438
Highland Investment Advisors
Florida
$32.5K +$20.8K +45 New
OCM
3439
Orion Capital Management
California
$32.5K +$20.8K +45 New
EWM
3440
Evolution Wealth Management
Florida
$32K +$6K +13 +42%
WFG
3441
Wormser Freres Gestion
France
$31.8K +$20.3K +44 New
MAFA
3442
MJT & Associates Financial Advisory
Minnesota
$31.1K – – –
FW
3443
Fairway Wealth
Ohio
$30.4K – – –
RF
3444
Robinswood Financial
Washington
$29.6K – – –
CGA
3445
Compound Global Advisors
Washington
$28.9K -$27.7K -60 -60%
DF
3446
Downshift Financial
Colorado
$28.9K +$18.5K +40 New
HIW
3447
Holos Integrated Wealth
Pennsylvania
$27.7K – – –
HFG
3448
Harborfront Financial Group
Michigan
$26.7K +$17.1K +37 New
MAS
3449
MPWM Advisory Solutions
Georgia
$26K – – –
KFG
3450
Kingdom Financial Group
Arizona
$24.6K -$9.23K -20 -37%
136 137
138
139 140