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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1251
Mountain Pacific Investment Advisers
Idaho
$650K – – –
BTI
1252
Blue Trust Inc
Georgia
$649K +$65.4K +445 +10%
VFPI
1253
Vantage Financial Partners (Illinois)
Illinois
$648K -$125K -850 -18%
HH
1254
Hilltop Holdings
Texas
$647K +$587K +3,994 New
LFA
1255
Legacy Financial Advisors
Kentucky
$647K +$24.5K +167 +4%
CIM
1256
CIM Investment Management
Pennsylvania
$644K – – –
NS
1257
NBC Securities
Alabama
$644K -$17.5K -119 -3%
LPT
1258
Legacy Private Trust
Wisconsin
$642K -$29.4K -200 -5%
MFC
1259
Mechanics Financial Corp
Ohio
$641K +$9.55K +65 +2%
PWMG
1260
Provence Wealth Management Group
California
$638K +$85.5K +582 +17%
WAM
1261
Wolverine Asset Management
Illinois
$637K -$522K -3,555 -47%
BHBT
1262
Burke & Herbert Bank & Trust
Virginia
$634K – – –
YIA
1263
YHB Investment Advisors
Connecticut
$633K – – –
KCFA
1264
Key Client Fiduciary Advisors
New Jersey
$632K +$441 +3 +0.1%
SC
1265
SouthState Corp
Florida
$631K -$882 -6 -0.2%
DWM
1266
Drive Wealth Management
Utah
$629K +$1.62K +11 +0.3%
SWM
1267
Shelton Wealth Management
Texas
$627K -$26.4K -180 -4%
SAM
1268
Smartleaf Asset Management
Massachusetts
$626K +$568K +3,867 New
JAM
1269
Jupiter Asset Management
United Kingdom
$626K +$567K +3,861 New
WWM
1270
Whalen Wealth Management
Nevada
$622K +$564K +3,836 New
SPC
1271
Sigma Planning Corp
Michigan
$620K -$696K -4,738 -55%
WA
1272
WealthTrust Axiom
Pennsylvania
$620K -$3.53K -24 -0.6%
WE
1273
Wealth Effects
Massachusetts
$619K +$209K +1,420 +59%
PCM
1274
Parsons Capital Management
Rhode Island
$617K +$308K +2,095 +123%
I
1275
InceptionR
California
$615K +$558K +3,797 New
49 50
51
52 53