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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1001
Bartlett & Co Wealth Management
Ohio
$1M +$723K +5,775 +502%
MFWP
1002
Mosaic Family Wealth Partners
Missouri
$1M -$250 -2 -0%
FWM
1003
Fingerlakes Wealth Management
New York
$1M +$2K +16 +0.2%
IWM
1004
IHT Wealth Management
Illinois
$998K +$74.5K +595 +9%
AS
1005
Altshuler Shaham
Israel
$991K +$25.8K +206 +3%
TWP
1006
Tempus Wealth Planning
California
$977K – – –
VEA
1007
Virtus ETF Advisers
New York
$977K +$846K +6,759 New
PMA
1008
Prudent Man Advisors
Illinois
$970K -$16.1K -129 -2%
STA
1009
Summit Trail Advisors
New York
$970K +$305K +2,439 +57%
AL
1010
Aspiriant LLC
California
$968K +$126K +1,009 +18%
ACI
1011
Alpha Cubed Investments
California
$964K +$10K +80 +1%
TC
1012
Telemus Capital
Michigan
$963K -$22.5K -180 -3%
DWM
1013
Destination Wealth Management
California
$959K +$100K +800 +14%
GWM
1014
GSB Wealth Management
Connecticut
$958K +$1.25K +10 +0.2%
WB
1015
WesBanco Bank
West Virginia
$952K -$50.8K -406 -6%
MGIA
1016
Moneta Group Investment Advisors
Missouri
$948K +$109K +869 +15%
EGA
1017
E&G Advisors
Texas
$945K -$12.5K -100 -2%
SF
1018
Summit Financial
New Jersey
$944K +$89.4K +714 +12%
BCM
1019
Brasada Capital Management
Texas
$940K – – –
SB
1020
Simmons Bank
Arkansas
$938K -$4.88K -39 -0.6%
AWM
1021
Axxcess Wealth Management
California
$934K +$36.4K +291 +5%
AFT
1022
Alpha Family Trust
California
$932K – – –
LNB
1023
Ledyard National Bank
$928K -$3.13K -25 -0.4%
PA
1024
Procyon Advisors
Connecticut
$928K +$295K +2,358 +58%
CBTWT
1025
Community Bank & Trust (Waco, Texas)
Texas
$925K +$35K +280 +5%
39 40
41
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