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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Accurate Wealth Management
Florida
$1.17M -$18.1K -123 -2%
CAMV
1027
Concord Asset Management (Virginia)
Virginia
$1.17M +$667K +4,539 +170%
EH
1028
Equitable Holdings
New York
$1.17M +$76.4K +520 +8%
CIC
1029
Chilton Investment Company
Connecticut
$1.16M +$96.2K +655 +10%
IWM
1030
IHT Wealth Management
Illinois
$1.16M -$15.1K -103 -1%
SAG
1031
SageView Advisory Group
California
$1.16M +$314K +2,137 +44%
PHIC
1032
Pine Haven Investment Counsel
Massachusetts
$1.16M – – –
MPCL
1033
My Personal CFO LLC
Washington
$1.16M +$6.61K +45 +0.6%
SCM
1034
SOL Capital Management
Maryland
$1.16M -$58.8K -400 -5%
PL
1035
Perpetual Ltd
Australia
$1.15M -$2.63M -17,906 -72%
FWM
1036
Fingerlakes Wealth Management
New York
$1.15M +$1.91K +13 +0.2%
EWM
1037
EPG Wealth Management
Georgia
$1.15M +$5K +34 +0.5%
V
1038
ViaWealth
Kansas
$1.15M +$11.2K +76 +1%
TSWM
1039
Triangle Securities Wealth Management
North Carolina
$1.14M -$59.9K -408 -5%
WF
1040
Welch & Forbes
Massachusetts
$1.14M -$1.03K -7 -0.1%
ARC
1041
Advisor Resource Council
Texas
$1.14M +$1.03M +7,007 New
SF
1042
Summit Financial
New Jersey
$1.13M +$45.4K +309 +5%
FFM
1043
Forum Financial Management
Illinois
$1.13M -$26.2K -178 -2%
OC
1044
Opinicus Capital
Florida
$1.13M +$1.02M +6,950 New
SYBT
1045
Stock Yards Bank & Trust
Kentucky
$1.12M -$8.96K -61 -0.9%
TCM
1046
Tanaka Capital Management
New York
$1.1M -$30.9K -210 -3%
RGF
1047
Retirement Guys Formula
Ohio
$1.1M +$119K +808 +13%
AL
1048
Aspiriant LLC
California
$1.1M +$7.79K +53 +0.8%
SP
1049
Stablepoint Partners
Massachusetts
$1.09M +$992K +6,751 New
CWS
1050
Confluence Wealth Services
Pennsylvania
$1.08M +$178K +1,210 +22%
40 41
42
43 44