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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1151
Ellevest Inc
New York
$217K +$19.9K +269 +12%
CPIG
1152
Chicago Partners Investment Group
Illinois
$216K +$150K +2,035 New
BCCM
1153
Bridge Creek Capital Management
Massachusetts
$216K +$185K +2,500 New
SC
1154
Soundwatch Capital
Connecticut
$214K +$183K +2,478 New
GSIS
1155
Global Strategic Investment Solutions
Arizona
$214K +$184K +2,483 New
GA
1156
Geller Advisors
New York
$213K +$149K +2,019 New
DW
1157
Domani Wealth
Pennsylvania
$212K +$182K +2,456 New
WT
1158
Washington Trust
Rhode Island
$210K – – –
PWM
1159
PRW Wealth Management
Massachusetts
$210K +$180K +2,430 New
IA
1160
IFG Advisory
Georgia
$210K +$181K +2,444 New
RWM
1161
Rench Wealth Management
Texas
$209K +$179K +2,421 New
RM
1162
Resource Management
Louisiana
$209K +$179K +2,423 New
RWA
1163
Ropes Wealth Advisors
Massachusetts
$208K +$28.4K +384 +19%
FFA
1164
Fragasso Financial Advisors
Pennsylvania
$207K +$177K +2,399 New
OPA
1165
Old Port Advisors
Maine
$206K +$175K +2,368 New
DC
1166
DeDora Capital
California
$205K +$175K +2,370 New
FI
1167
Financial Insights
Washington
$204K -$111K -1,500 -39%
ODCM
1168
Old Dominion Capital Management
Virginia
$203K +$174K +2,350 New
KPCM
1169
Kings Point Capital Management
New York
$194K -$44.5K -602 -21%
HIA
1170
Harbor Investment Advisory
Maryland
$194K +$51.3K +694 +45%
RTC
1171
Riverview Trust Company
Washington
$186K – – –
EP
1172
Eudaimonia Partners
Tennessee
$184K -$7.39K -100 -4%
PB
1173
Pinnacle Bancorp
Nebraska
$183K – – –
GWS
1174
Glassman Wealth Services
Virginia
$183K +$3.33K +45 +2%
FPCG
1175
Fort Pitt Capital Group
Pennsylvania
$176K +$151K +2,044 New
45 46
47
48 49