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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
976
AlphaStar Capital Management
North Carolina
$886K +$26.4K +230 +3%
PHIC
977
Pine Haven Investment Counsel
Massachusetts
$883K – – –
RA
978
Rational Advisors
New York
$877K +$820K +7,142 New
MPCL
979
My Personal CFO LLC
Washington
$877K +$819K +7,132 +101,886%
DMBA
980
Deseret Mutual Benefit Administrators
Utah
$875K +$574 +5 +0.1%
WIM
981
Westside Investment Management
California
$875K – – –
WSCM
982
Wellington Shields Capital Management
New York
$875K +$23.1K +201 +3%
TCM
983
Tanaka Capital Management
New York
$872K – – –
PFM
984
Parsec Financial Management
North Carolina
$870K – – –
DI
985
DFPG Investments
Utah
$869K +$175K +1,527 +28%
CA
986
Cornerstone Advisory
Maryland
$869K +$4.48K +39 +0.6%
MYLI
987
Meiji Yasuda Life Insurance
Japan
$867K -$4.48K -39 -0.5%
LTAS
988
Linden Thomas Advisory Services
North Carolina
$864K +$24.3K +212 +3%
NFG
989
Nations Financial Group
Iowa
$861K -$27.1K -236 -3%
WB
990
WesBanco Bank
West Virginia
$859K +$25.5K +222 +3%
V
991
ViaWealth
Kansas
$858K +$17.2K +150 +2%
NI
992
Nuance Investments
Missouri
$858K -$48.5M -422,353 -98%
VAS
993
Vestmark Advisory Solutions
Massachusetts
$851K +$68.8K +599 +9%
MFWP
994
Mosaic Family Wealth Partners
Missouri
$850K +$230 +2 +0%
SWM
995
SeaCrest Wealth Management
New York
$850K -$36.6K -319 -4%
CIA
996
Capital Investment Advisors
Georgia
$848K -$65.2K -568 -8%
FWM
997
Fingerlakes Wealth Management
New York
$848K +$1.72K +15 +0.2%
DU
998
Delphia (USA)
Ontario, Canada
$847K +$791K +6,892 New
MSWM
999
McGlone Suttner Wealth Management
Wisconsin
$845K +$35.3K +307 +5%
GRP
1000
Global Retirement Partners
California
$844K +$58.1K +506 +7%
38 39
40
41 42