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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWP
1026
Obermeyer Wealth Partners
Colorado
$1.17M +$120K +815 +13%
AWM
1027
Accurate Wealth Management
Florida
$1.17M -$18.1K -123 -2%
CAMV
1028
Concord Asset Management (Virginia)
Virginia
$1.17M +$667K +4,539 +170%
EH
1029
Equitable Holdings
New York
$1.17M +$76.4K +520 +8%
CIC
1030
Chilton Investment Company
Connecticut
$1.16M +$96.2K +655 +10%
IWM
1031
IHT Wealth Management
Illinois
$1.16M -$15.1K -103 -1%
SAG
1032
SageView Advisory Group
California
$1.16M +$314K +2,137 +44%
PHIC
1033
Pine Haven Investment Counsel
Massachusetts
$1.16M – – –
MPCL
1034
My Personal CFO LLC
Washington
$1.16M +$6.61K +45 +0.6%
SCM
1035
SOL Capital Management
Maryland
$1.16M -$58.8K -400 -5%
PL
1036
Perpetual Ltd
Australia
$1.15M -$2.63M -17,906 -72%
FWM
1037
Fingerlakes Wealth Management
New York
$1.15M +$1.91K +13 +0.2%
EWM
1038
EPG Wealth Management
Georgia
$1.15M +$5K +34 +0.5%
V
1039
ViaWealth
Kansas
$1.15M +$11.2K +76 +1%
TSWM
1040
Triangle Securities Wealth Management
North Carolina
$1.14M -$59.9K -408 -5%
WF
1041
Welch & Forbes
Massachusetts
$1.14M -$1.03K -7 -0.1%
ARC
1042
Advisor Resource Council
Texas
$1.14M +$1.03M +7,007 New
SF
1043
Summit Financial
New Jersey
$1.13M +$45.4K +309 +5%
FFM
1044
Forum Financial Management
Illinois
$1.13M -$26.2K -178 -2%
OC
1045
Opinicus Capital
Florida
$1.13M +$1.02M +6,950 New
SYBT
1046
Stock Yards Bank & Trust
Kentucky
$1.12M -$8.96K -61 -0.9%
TCM
1047
Tanaka Capital Management
New York
$1.1M -$30.9K -210 -3%
RGF
1048
Retirement Guys Formula
Ohio
$1.1M +$119K +808 +13%
AL
1049
Aspiriant LLC
California
$1.1M +$7.79K +53 +0.8%
SP
1050
Stablepoint Partners
Massachusetts
$1.09M +$992K +6,751 New
40 41
42
43 44