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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PSC
1051
Portman Square Capital
United Kingdom
$555K +$547K +5,697 New
TPWA
1052
TRUE Private Wealth Advisors
Oregon
$554K +$14.4K +150 +3%
SG
1053
StoneX Group
New York
$554K -$4.7K -49 -0.9%
ONSWM
1054
Old North State Wealth Management
North Carolina
$553K +$39.4K +411 +8%
SFG
1055
SevenBridge Financial Group
Pennsylvania
$552K +$57.6K +600 +12%
IIM
1056
InTrack Investment Management
Vermont
$552K -$507K -5,289 -48%
SWA
1057
Sutton Wealth Advisors
Florida
$551K -$117K -1,223 -18%
WOC
1058
West Oak Capital
California
$551K -$18.2K -190 -3%
CVM
1059
Cheviot Value Management
California
$550K – – –
TC
1060
Truvestments Capital
Florida
$547K -$68K -709 -11%
CSPIA
1061
Cary Street Partners Investment Advisory
Virginia
$545K -$5.28K -55 -1%
MPAM
1062
Murphy Pohlad Asset Management
Minnesota
$544K – – –
AL
1063
Aspiriant LLC
California
$543K -$864 -9 -0.2%
AWA
1064
Aaron Wealth Advisors
Illinois
$543K +$535K +5,579 New
ECA
1065
Elevated Capital Advisors
Utah
$540K +$532K +5,545 New
PP
1066
Paloma Partners
Connecticut
$537K +$458K +4,773 +645%
MCC
1067
Malaga Cove Capital
California
$537K – – –
SFS
1068
Summit Financial Strategies
Ohio
$532K +$13.4K +140 +3%
CCM
1069
Compton Capital Management
Rhode Island
$530K -$45.1K -470 -8%
OFG
1070
OmniStar Financial Group
North Carolina
$530K -$61.2K -638 -11%
RWP
1071
Ridgecrest Wealth Partners
California
$528K – – –
EMG
1072
ETF Managers Group
New Jersey
$528K +$20.7K +216 +4%
TCM
1073
Traynor Capital Management
Pennsylvania
$528K -$4.57M -47,658 -90%
DEA
1074
DoubleLine ETF Adviser
Florida
$527K +$519K +5,409 New
SAS
1075
Stelac Advisory Services
New York
$524K +$10.6K +110 +2%
41 42
43
44 45