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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1251
Belpointe Asset Management
Nevada
$922K +$132K +831 +20%
PW
1252
Potentia Wealth
California
$920K -$6.5K -41 -0.8%
DWM
1253
Diversify Wealth Management
Utah
$915K -$29.8K -188 -4%
VAS
1254
Valicenti Advisory Services
New York
$915K – – –
MWP
1255
Meriwether Wealth & Planning
Louisiana
$914K +$335K +2,115 +73%
HAM
1256
Harmony Asset Management
Arizona
$912K -$166K -1,050 -17%
PFGIA
1257
Patriot Financial Group Insurance Agency
Massachusetts
$907K -$1.41M -8,913 -64%
DMBA
1258
Deseret Mutual Benefit Administrators
Utah
$906K – – –
CT
1259
Clearstead Trust
Maine
$906K -$28.4K -179 -3%
NDSI
1260
Newman Dignan & Sheerar Inc
Rhode Island
$901K -$17.9K -113 -2%
SVWAG
1261
Sound View Wealth Advisors Group
Georgia
$897K -$14.4K -91 -2%
CA
1262
Cornerstone Advisory
Maryland
$895K +$8.4K +53 +1%
BWP
1263
Barlow Wealth Partners
Kentucky
$894K – – –
COCM
1264
Charter Oak Capital Management
New Hampshire
$894K -$22.3K -141 -3%
BWP
1265
BSW Wealth Partners
Colorado
$891K +$1.11K +7 +0.1%
SPF
1266
South Plains Financial
Texas
$890K -$26.9K -170 -3%
HWA
1267
Heritage Wealth Advisors
Virginia
$890K – – –
KFSC
1268
Keystone Financial Services (Colorado)
Colorado
$890K +$770K +4,859 New
CA
1269
Centerpoint Advisors
Massachusetts
$888K – – –
GIM
1270
Guardian Investment Management
California
$888K +$301K +1,900 +64%
KHCM
1271
Kirtland Hills Capital Management
Ohio
$874K +$145K +918 +24%
AI
1272
Arvest Investments
Arkansas
$873K -$360K -2,272 -32%
TSWM
1273
Tyler-Stone Wealth Management
Ohio
$872K +$755K +4,765 New
PCP
1274
Proficio Capital Partners
Massachusetts
$868K +$88.3K +557 +13%
RGC
1275
Roberts, Glore & Co
Illinois
$868K +$373K +2,357 +99%
49 50
51
52 53