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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1051
Aaron Wealth Advisors
Illinois
$720K +$32.3K +281 +5%
DWM
1052
Destination Wealth Management
California
$717K +$2.18K +19 +0.3%
SF
1053
Summit Financial
New Jersey
$715K -$36.3K -316 -5%
WSTAM
1054
Wilbanks Smith & Thomas Asset Management
Virginia
$702K +$1.61K +14 +0.2%
RGF
1055
Retirement Guys Formula
Ohio
$702K -$35.6K -310 -5%
MGIA
1056
Moneta Group Investment Advisors
Missouri
$699K +$181K +1,579 +38%
ONSWM
1057
Old North State Wealth Management
North Carolina
$699K +$1.26K +11 +0.2%
AL
1058
Aspiriant LLC
California
$699K +$12.3K +107 +2%
GWM
1059
Geneos Wealth Management
Colorado
$698K -$29.5K -257 -4%
EFSCE
1060
Enterprise Financial Services Corp (EFSC)
Missouri
$697K +$175K +1,522 +37%
SFG
1061
SevenBridge Financial Group
Pennsylvania
$696K – – –
ECA
1062
Elevated Capital Advisors
Utah
$695K +$12.6K +110 +2%
CVM
1063
Cheviot Value Management
California
$694K – – –
WANY
1064
Wealthspire Advisors (New York)
New York
$687K -$369K -3,210 -36%
IAS
1065
Insigneo Advisory Services
Florida
$687K -$30.1K -262 -4%
SFS
1066
Summit Financial Strategies
Ohio
$681K +$9.76K +85 +2%
MCC
1067
Malaga Cove Capital
California
$676K -$689 -6 -0.1%
SIG
1068
Stonegate Investment Group
Alabama
$676K +$16.1K +140 +3%
EMG
1069
ETF Managers Group
New Jersey
$676K +$9.42K +82 +2%
SAS
1070
Stelac Advisory Services
New York
$675K +$12.6K +110 +2%
CSPIA
1071
Cary Street Partners Investment Advisory
Virginia
$675K -$11.5K -100 -2%
TC
1072
Truvestments Capital
Florida
$672K -$16.4K -143 -3%
LK
1073
Lumbard & Kellner
New Hampshire
$667K – – –
RWP
1074
Ridgecrest Wealth Partners
California
$666K – – –
TCM
1075
Traynor Capital Management
Pennsylvania
$665K -$574 -5 -0.1%
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