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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1226
Wade Financial Advisory
California
$870K – – –
SFS
1227
Summit Financial Strategies
Ohio
$866K +$12K +66 +1%
PPWP
1228
Premier Path Wealth Partners
New Jersey
$865K -$159K -879 -14%
JWCA
1229
J.W. Coons Advisors
Ohio
$855K +$127K +699 +15%
HWA
1230
Heritage Wealth Advisors
Virginia
$852K -$5.44K -30 -0.6%
WAM
1231
WFA Asset Management
Wisconsin
$849K +$2.36K +13 +0.2%
CC
1232
Courier Capital
New York
$846K +$5.08K +28 +0.5%
CA
1233
Cornerstone Advisory
Maryland
$846K -$178K -984 -16%
CT
1234
Clearstead Trust
Maine
$846K +$943K +5,201 New
BWP
1235
Barlow Wealth Partners
Kentucky
$846K -$638K -3,519 -43%
LCM
1236
Landscape Capital Management
New Jersey
$843K -$3.99K -22 -0.4%
SIA
1237
Strategic Investment Advisors
Michigan
$840K +$22.7K +125 +2%
MFG
1238
MidWestOne Financial Group
Iowa
$838K -$29K -160 -3%
SWP
1239
Sagespring Wealth Partners
Tennessee
$837K +$933K +5,147 New
EP
1240
Edgestream Partners
New Jersey
$833K +$928K +5,120 New
IP
1241
Intellectus Partners
California
$832K +$266K +1,465 +40%
EI
1242
Ellevest Inc
New York
$831K -$2.36K -13 -0.3%
I
1243
InceptionR
California
$831K -$75.9K -419 -8%
FAM
1244
Formidable Asset Management
Ohio
$830K -$24.1K -133 -3%
PFBT
1245
Parkside Financial Bank & Trust
Missouri
$829K +$162K +893 +21%
CFP
1246
Catalyst Financial Partners
Massachusetts
$829K +$22.8K +126 +3%
PCS
1247
Personal CFO Solutions
New Jersey
$829K +$16.3K +90 +2%
WCM
1248
Whitener Capital Management
North Carolina
$826K -$8.15K -45 -0.9%
PW
1249
Potentia Wealth
California
$824K +$919K +5,069 New
CVM
1250
Cheviot Value Management
California
$821K -$54.6K -301 -6%
48 49
50
51 52