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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1101
KB Financial Partners
New Jersey
$549K -$384K -2,859 -43%
LWM
1102
Loveless Wealth Management
Montana
$548K -$13.4K -100 -3%
AF
1103
Advisornet Financial
Minnesota
$548K +$25.1K +187 +5%
SXL
1104
Summit X LLC
Missouri
$546K – – –
WA
1105
Waverly Advisors
Alabama
$543K +$94.3K +703 +20%
CFS
1106
Capital Financial Services
New York
$541K +$7.38K +55 +1%
ISWM
1107
Independent Solutions Wealth Management
New York
$541K +$225K +1,680 +79%
YIA
1108
YHB Investment Advisors
Connecticut
$540K -$3.76K -28 -0.7%
CHA
1109
Carmichael Hill & Associates
Maryland
$538K +$939 +7 +0.2%
RZH
1110
Relyea Zuckerberg Hanson
Connecticut
$537K -$103K -769 -17%
BFPW
1111
BOK Financial Private Wealth
Colorado
$537K +$101K +752 +25%
RBFC
1112
Roman Butler Fullerton & Co
Missouri
$533K -$671K -5,000 -57%
JFA
1113
Johanson Financial Advisors
California
$530K +$939 +7 +0.2%
PWPS
1114
Pinnacle Wealth Planning Services
Ohio
$529K +$4.96K +37 +1%
DWT
1115
Dorsey & Whitney Trust
South Dakota
$527K +$130K +968 +35%
KPW
1116
Kore Private Wealth
New York
$526K +$46K +343 +10%
SAM
1117
Security Asset Management
New York
$519K – – –
FAIM
1118
Financial Advocates Investment Management
Washington
$518K -$1.16M -8,637 -70%
LNC
1119
Lincoln National Corp
Pennsylvania
$516K +$29.1K +217 +6%
WCM
1120
Whitener Capital Management
North Carolina
$515K -$9.26K -69 -2%
ABC
1121
Associated Banc-Corp
Wisconsin
$515K +$485K +3,617 New
WPP
1122
Whalerock Point Partners
Rhode Island
$513K – – –
SSG
1123
Summit Securities Group
New York
$512K +$483K +3,597 New
GAMA
1124
Graticule Asia Macro Advisors
New York
$511K -$20.8M -154,767 -98%
AF
1125
Allworth Financial
California
$508K -$210K -1,568 -31%
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