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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1151
FSA Wealth Management
Massachusetts
$6K – – –
GG
1152
Gleason Group
Kentucky
$6K – – –
GWMIA
1153
Global Wealth Management Investment Advisory
Florida
$6K – – –
MWC
1154
MBM Wealth Consultants
Missouri
$6K – – –
MRCM
1155
M&R Capital Management
New Jersey
$6K – – –
LAS
1156
Lloyd Advisory Services
Georgia
$6K +$5.02K +93 New
CFO
1157
CVA Family Office
Colorado
$6K +$5.39K +100 New
FPB
1158
First PREMIER Bank
South Dakota
$6K +$5.39K +100 New
LWM
1159
Liberty Wealth Management
California
$5K -$32K -593 -89%
PP
1160
PrairieView Partners
Minnesota
$5K – – –
FCH
1161
Freestone Capital Holdings
Washington
$4.44K -$217K -4,017 -5%
BWM
1162
Baystate Wealth Management
Massachusetts
$4K – – –
CFN
1163
Cordasco Financial Network
Florida
$4K – – –
CIM
1164
Contravisory Investment Management
Massachusetts
$3K – – –
GC
1165
Globeflex Capital
California
$2K – – –
NC
1166
NewSquare Capital
Pennsylvania
$2K +$1.46K +27 New
BCH
1167
Berkshire Capital Holdings
California
$1K -$3.71M -68,700 -100%
UFF
1168
USA Financial Formulas
Michigan
$1K -$3.56M -65,999 -100%
TFA
1169
Toth Financial Advisory
Virginia
$1K -$576K -10,680 -100%
PCTC
1170
Perkins Coie Trust Company
Washington
$1K -$21.6K -400 -97%
AWM
1171
Avior Wealth Management
Nebraska
$1K – – –
TAIM
1172
TD Ameritrade Investment Management
Nebraska
$1K – – –
CAM
1173
Costello Asset Management
Pennsylvania
$1K +$1.02K +19 New
CWC
1174
Carolinas Wealth Consulting
North Carolina
$1K +$1.13K +21 New
WIM
1175
Westside Investment Management
California
$432 -$16.2K -300 -4%
45 46
47
48 49