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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
1001
Golden State Equity Partners
California
$369K +$317K +4,292 New
IAN
1002
Integrated Advisors Network
Texas
$368K -$166K -2,250 -35%
SWA
1003
Stratos Wealth Advisors
Ohio
$368K – – –
KPW
1004
Kore Private Wealth
New York
$368K +$27.5K +372 +10%
WMA
1005
Wealth Management Associates
New Jersey
$364K -$55.2K -747 -15%
FPS
1006
Fieldpoint Private Securities
Connecticut
$364K -$36.1K -489 -10%
ACI
1007
Alpha Cubed Investments
California
$363K -$774K -10,470 -71%
KOMWMG
1008
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$363K +$4.66K +63 +2%
NFG
1009
Nations Financial Group
Iowa
$362K +$7.32K +99 +2%
PCIA
1010
Prime Capital Investment Advisors
Kansas
$361K -$76.1K -1,029 -20%
QCG
1011
Quadrant Capital Group
Ohio
$361K +$1.03K +14 +0.3%
BW
1012
Bison Wealth
Georgia
$359K – – –
FMWA
1013
Forvis Mazars Wealth Advisors
Missouri
$358K -$3.4K -46 -1%
WC
1014
Woodstock Corp
Massachusetts
$358K +$307K +4,152 New
PM
1015
Parametrica Management
Hong Kong
$358K +$307K +4,153 New
PP
1016
Patten & Patten
Tennessee
$356K – – –
IWC
1017
Integrated Wealth Concepts
Massachusetts
$355K -$14.7K -199 -5%
T
1018
TRUADVICE
Florida
$355K +$14K +189 +6%
QI
1019
Qtron Investments
Massachusetts
$352K -$681K -9,218 -69%
TTWM
1020
TCV Trust & Wealth Management
Virginia
$352K +$6.21K +84 +2%
MPIA
1021
Mountain Pacific Investment Advisers
Idaho
$346K – – –
CW
1022
CreativeOne Wealth
Kansas
$345K +$295K +3,994 New
DA
1023
DCM Advisors
New York
$345K +$296K +4,000 New
LCS
1024
Levin Capital Strategies
New York
$345K +$296K +4,000 New
CST
1025
Charles Schwab Trust
Nevada
$343K +$294K +3,976 New
39 40
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