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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1226
Geller Advisors
New York
$702K -$6.02K -41 -0.9%
CCS
1227
Concentric Capital Strategies
Connecticut
$700K +$635K +4,322 New
WA
1228
Waverly Advisors
Alabama
$698K +$4.55K +31 +0.7%
CRI
1229
Colonial River Investments
Virginia
$695K +$630K +4,288 New
AFG
1230
Atomi Financial Group
New York
$694K +$376K +2,559 +149%
WPP
1231
Whalerock Point Partners
Rhode Island
$693K – – –
HT
1232
Headlands Technologies
Illinois
$692K +$628K +4,272 New
PCP
1233
Proficio Capital Partners
Massachusetts
$691K +$2.79K +19 +0.4%
LGA
1234
Lebenthal Global Advisors
New York
$690K +$626K +4,260 New
USCWA
1235
U.S. Capital Wealth Advisors
Texas
$690K +$93.6K +637 +18%
BTWM
1236
Baker Tilly Wealth Management
Wisconsin
$688K -$118K -800 -16%
ZAM
1237
Zevin Asset Management
Massachusetts
$687K +$6.02K +41 +1%
SVWAG
1238
Sound View Wealth Advisors Group
Georgia
$683K -$31.3K -213 -5%
KW
1239
KWB Wealth
California
$682K +$618K +4,206 New
GC
1240
Gilbert & Cook
Iowa
$678K +$61.4K +418 +11%
NG
1241
Norden Group
Utah
$677K -$236K -1,607 -28%
UH
1242
Unigestion Holding
Switzerland
$672K -$5.8M -39,455 -90%
FAIM
1243
Financial Advocates Investment Management
Washington
$671K +$237K +1,610 +64%
DWA
1244
Douglass Winthrop Advisors
New York
$666K +$52.6K +358 +10%
NB
1245
NBT Bank
New York
$660K -$33.1K -225 -5%
CIC
1246
Cornercap Investment Counsel
Georgia
$658K +$13.7K +93 +2%
PMFA
1247
Plante Moran Financial Advisors
Michigan
$657K +$18.5K +126 +3%
EWM
1248
Evermay Wealth Management
Virginia
$656K -$35.7K -243 -6%
HBWM
1249
Hollow Brook Wealth Management
New York
$655K – – –
BWP
1250
BSW Wealth Partners
Colorado
$653K +$2.79K +19 +0.5%
48 49
50
51 52