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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
926
Cumberland Partners
Ontario, Canada
$1.11M +$189K +1,370 +19%
RIM
927
Regent Investment Management
Kentucky
$1.11M – – –
SF
928
Summit Financial
New Jersey
$1.11M +$203K +1,472 +21%
HR
929
Howe & Rusling
New York
$1.1M – – –
MFW
930
Meristem Family Wealth
Minnesota
$1.1M -$84K -610 -7%
RW
931
Rede Wealth
Virginia
$1.1M -$14.6K -106 -1%
CPO
932
Cerity Partners OCIO
New York
$1.09M +$247K +1,796 +28%
MCA
933
Morris Capital Advisors
Pennsylvania
$1.09M -$10.2K -74 -0.9%
CCP
934
Carmel Capital Partners
California
$1.09M -$33K -240 -3%
HCM
935
Hodges Capital Management
Texas
$1.09M -$4.82K -35 -0.4%
CPM
936
Connective Portfolio Management
New York
$1.09M +$1.1M +8,000 New
SA
937
SRN Advisors
Pennsylvania
$1.08M -$15.3K -111 -1%
RWP
938
RWA Wealth Partners
Massachusetts
$1.08M +$44.5K +323 +4%
COCM
939
Charter Oak Capital Management
New Hampshire
$1.08M -$88.4K -642 -7%
FWM
940
Fingerlakes Wealth Management
New York
$1.07M +$2.06K +15 +0.2%
MPA
941
Marvin & Palmer Associates
Delaware
$1.06M -$10.8M -78,741 -91%
CA
942
Continuum Advisory
Idaho
$1.06M +$588K +4,269 +80%
WPC
943
Waters Parkerson & Co
Louisiana
$1.05M -$42.5K -309 -4%
SIA
944
Schechter Investment Advisors
Michigan
$1.05M -$4.13K -30 -0.4%
RWM
945
Ritholtz Wealth Management
New York
$1.05M +$44.9K +326 +4%
VAS
946
Vestmark Advisory Solutions
Massachusetts
$1.05M +$43.4K +315 +4%
ATC
947
Adirondack Trust Company
New York
$1.05M +$350K +2,541 +47%
NFG
948
Nations Financial Group
Iowa
$1.05M -$57K -414 -5%
WP
949
WealthSource Partners
California
$1.05M +$248K +1,804 +29%
TW
950
TrinityPoint Wealth
Connecticut
$1.04M +$51.5K +374 +5%
36 37
38
39 40