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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1251
Whitener Capital Management
North Carolina
$935K +$5.39K +34 +0.7%
BAM
1252
Belpointe Asset Management
Nevada
$922K +$132K +831 +20%
PW
1253
Potentia Wealth
California
$920K -$6.5K -41 -0.8%
DWM
1254
Diversify Wealth Management
Utah
$915K -$29.8K -188 -4%
VAS
1255
Valicenti Advisory Services
New York
$915K – – –
MWP
1256
Meriwether Wealth & Planning
Louisiana
$914K +$335K +2,115 +73%
HAM
1257
Harmony Asset Management
Arizona
$912K -$166K -1,050 -17%
PFGIA
1258
Patriot Financial Group Insurance Agency
Massachusetts
$907K -$1.41M -8,913 -64%
DMBA
1259
Deseret Mutual Benefit Administrators
Utah
$906K – – –
CT
1260
Clearstead Trust
Maine
$906K -$28.4K -179 -3%
NDSI
1261
Newman Dignan & Sheerar Inc
Rhode Island
$901K -$17.9K -113 -2%
SVWAG
1262
Sound View Wealth Advisors Group
Georgia
$897K -$14.4K -91 -2%
CA
1263
Cornerstone Advisory
Maryland
$895K +$8.4K +53 +1%
BWP
1264
Barlow Wealth Partners
Kentucky
$894K – – –
COCM
1265
Charter Oak Capital Management
New Hampshire
$894K -$22.3K -141 -3%
BWP
1266
BSW Wealth Partners
Colorado
$891K +$1.11K +7 +0.1%
SPF
1267
South Plains Financial
Texas
$890K -$26.9K -170 -3%
HWA
1268
Heritage Wealth Advisors
Virginia
$890K – – –
KFSC
1269
Keystone Financial Services (Colorado)
Colorado
$890K +$770K +4,859 New
CA
1270
Centerpoint Advisors
Massachusetts
$888K – – –
GIM
1271
Guardian Investment Management
California
$888K +$301K +1,900 +64%
KHCM
1272
Kirtland Hills Capital Management
Ohio
$874K +$145K +918 +24%
AI
1273
Arvest Investments
Arkansas
$873K -$360K -2,272 -32%
TSWM
1274
Tyler-Stone Wealth Management
Ohio
$872K +$755K +4,765 New
PCP
1275
Proficio Capital Partners
Massachusetts
$868K +$88.3K +557 +13%
49 50
51
52 53