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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
1051
Rehmann Capital Advisory Group
Michigan
$726K +$230 +2 +0%
AWA
1052
Aaron Wealth Advisors
Illinois
$720K +$32.3K +281 +5%
DWM
1053
Destination Wealth Management
California
$717K +$2.18K +19 +0.3%
SF
1054
Summit Financial
New Jersey
$715K -$36.3K -316 -5%
WSTAM
1055
Wilbanks Smith & Thomas Asset Management
Virginia
$702K +$1.61K +14 +0.2%
RGF
1056
Retirement Guys Formula
Ohio
$702K -$35.6K -310 -5%
MGIA
1057
Moneta Group Investment Advisors
Missouri
$699K +$181K +1,579 +38%
ONSWM
1058
Old North State Wealth Management
North Carolina
$699K +$1.26K +11 +0.2%
AL
1059
Aspiriant LLC
California
$699K +$12.3K +107 +2%
GWM
1060
Geneos Wealth Management
Colorado
$698K -$29.5K -257 -4%
EFSCE
1061
Enterprise Financial Services Corp (EFSC)
Missouri
$697K +$175K +1,522 +37%
SFG
1062
SevenBridge Financial Group
Pennsylvania
$696K – – –
ECA
1063
Elevated Capital Advisors
Utah
$695K +$12.6K +110 +2%
CVM
1064
Cheviot Value Management
California
$694K – – –
WANY
1065
Wealthspire Advisors (New York)
New York
$687K -$369K -3,210 -36%
IAS
1066
Insigneo Advisory Services
Florida
$687K -$30.1K -262 -4%
SFS
1067
Summit Financial Strategies
Ohio
$681K +$9.76K +85 +2%
MCC
1068
Malaga Cove Capital
California
$676K -$689 -6 -0.1%
SIG
1069
Stonegate Investment Group
Alabama
$676K +$16.1K +140 +3%
EMG
1070
ETF Managers Group
New Jersey
$676K +$9.42K +82 +2%
SAS
1071
Stelac Advisory Services
New York
$675K +$12.6K +110 +2%
CSPIA
1072
Cary Street Partners Investment Advisory
Virginia
$675K -$11.5K -100 -2%
TC
1073
Truvestments Capital
Florida
$672K -$16.4K -143 -3%
LK
1074
Lumbard & Kellner
New Hampshire
$667K – – –
RWP
1075
Ridgecrest Wealth Partners
California
$666K – – –
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