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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
876
Legacy Wealth Management (Mississippi)
Mississippi
$234K +$293K +5,105 New
CG
877
Caprock Group
Idaho
$233K +$103K +1,787 +54%
CEP
878
Chicago Equity Partners
Illinois
$233K +$292K +5,075 New
GG
879
Gofen & Glossberg
Illinois
$232K -$9.77K -170 -3%
SC
880
Scotia Capital
Ontario, Canada
$231K -$18.4K -321 -6%
AA
881
ALPS Advisors
Colorado
$230K -$105K -1,820 -27%
PMFA
882
Plante Moran Financial Advisors
Michigan
$230K – – –
CAM
883
Cresset Asset Management
Illinois
$230K +$77.1K +1,342 +36%
PWS
884
Private Wealth Strategies
Ohio
$229K – – –
VAS
885
Valicenti Advisory Services
New York
$229K – – –
LI
886
LVZ Inc
Michigan
$228K – – –
RSWM
887
Robertson Stephens Wealth Management
California
$228K +$285K +4,967 New
EFSCE
888
Enterprise Financial Services Corp (EFSC)
Missouri
$227K +$159K +2,773 +126%
FPS
889
Fieldpoint Private Securities
Connecticut
$226K +$38.6K +672 +16%
AF
890
Advisornet Financial
Minnesota
$226K +$93.6K +1,629 +49%
OIA
891
OneDigital Investment Advisors
Kansas
$225K -$424K -7,379 -63%
CWP
892
Capital Wealth Planning
Florida
$225K -$2.87K -50 -1%
BFO
893
Boston Family Office
Massachusetts
$225K – – –
MAM
894
Morse Asset Management
Connecticut
$225K +$87.9K +1,530 +45%
FA
895
FCG Advisors
New Jersey
$223K – – –
FFA
896
First Foundation Advisors
California
$223K +$78.7K +1,370 +39%
TCM
897
Tanaka Capital Management
New York
$222K – – –
CC
898
Cedar Capital
Illinois
$221K -$45.4K -790 -14%
MWM
899
Marietta Wealth Management
Georgia
$218K +$22.6K +393 +9%
MAFM
900
Mid Atlantic Financial Management
Pennsylvania
$217K -$31K -539 -10%
34 35
36
37 38