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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
801
First Trust Direct Indexing
Massachusetts
$763K +$654K +8,846 New
CIAS
802
Capital Investment Advisory Services
North Carolina
$752K -$24.8K -335 -4%
SW
803
SVB Wealth
Massachusetts
$751K -$72.1K -975 -10%
PNC
804
Park National Corp
Ohio
$750K +$9.98K +135 +2%
CT
805
Caldwell Trust
Florida
$747K +$739 +10 +0.1%
SWM
806
SeaCrest Wealth Management
New York
$745K +$1.11K +15 +0.2%
KA
807
Klingman & Associates
New York
$742K – – –
RG
808
Rikoon Group
New Mexico
$738K – – –
PWA
809
Physician Wealth Advisors
Utah
$737K – – –
KWMG
810
King Wealth Management Group
Florida
$729K +$74 +1 +0%
OWA
811
Octavia Wealth Advisors
Ohio
$725K +$621K +8,398 New
RW
812
Rede Wealth
Virginia
$724K +$620K +8,393 New
HR
813
Howe & Rusling
New York
$723K – – –
LNB
814
Ledyard National Bank
$717K -$25.9K -350 -4%
KFS
815
Kaizen Financial Strategies
California
$716K +$614K +8,300 New
B
816
Barings
North Carolina
$715K -$3.75M -50,696 -86%
WSFS
817
Wilmington Savings Fund Society
Delaware
$715K – – –
CCA
818
Checchi Capital Advisers
California
$711K -$49.5K -669 -8%
XF
819
XML Financial
Maryland
$709K +$12.8K +173 +2%
ACM
820
Advisors Capital Management
New Jersey
$703K -$148 -2 -0%
S
821
SignatureFD
Georgia
$702K -$19.5K -264 -3%
RWP
822
RWA Wealth Partners
Massachusetts
$699K +$14.5K +196 +2%
AWM
823
Altium Wealth Management
New York
$695K +$31.7K +429 +6%
HCM
824
Hodges Capital Management
Texas
$693K -$64.5K -872 -10%
SCM
825
SOL Capital Management
Maryland
$682K – – –
31 32
33
34 35