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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
976
Sound View Wealth Advisors Group
Georgia
$683K +$145K +1,516 +56%
IWC
977
Integrated Wealth Concepts
Massachusetts
$682K +$29.6K +309 +5%
ACM
978
AlphaStar Capital Management
North Carolina
$680K +$20K +208 +3%
PAG
979
Private Advisor Group
New Jersey
$680K -$296K -3,082 -11%
GRP
980
Global Retirement Partners
California
$677K +$25.2K +263 +4%
WSCM
981
Wellington Shields Capital Management
New York
$674K -$12.2K -127 -2%
MFWP
982
Mosaic Family Wealth Partners
Missouri
$674K +$664K +6,920 New
FWM
983
Fingerlakes Wealth Management
New York
$671K +$1.53K +16 +0.2%
PMA
984
Prudent Man Advisors
Illinois
$668K +$194K +2,020 +42%
LTAS
985
Linden Thomas Advisory Services
North Carolina
$665K +$655K +6,825 New
WB
986
WesBanco Bank
West Virginia
$660K +$650K +6,772 New
TWP
987
Tempus Wealth Planning
California
$658K – – –
BFO
988
Boston Family Office
Massachusetts
$657K – – –
WF
989
Welch & Forbes
Massachusetts
$656K +$28.8K +300 +5%
SF
990
Symphony Financial
Texas
$651K -$503K -5,237 -45%
EGA
991
E&G Advisors
Texas
$647K – – –
SB
992
Simmons Bank
Arkansas
$646K – – –
SCM
993
Seascape Capital Management
New Hampshire
$645K -$1.63K -17 -0.3%
GWM
994
GSB Wealth Management
Connecticut
$643K +$17.8K +186 +3%
MME
995
Meag Munich Ergo
Germany
$642K – – –
MSWM
996
McGlone Suttner Wealth Management
Wisconsin
$640K +$631K +6,572 New
MA
997
Mutual Advisors
Nebraska
$638K -$39.1K -407 -6%
OWP
998
Obermeyer Wealth Partners
Colorado
$637K +$1.73K +18 +0.3%
TTWM
999
TCV Trust & Wealth Management
Virginia
$635K +$6.14K +64 +1%
WH
1000
Willner & Heller
California
$634K +$20.1K +209 +3%
38 39
40
41 42