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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EHAM
1251
Eagle Harbor Asset Management
Washington
$2.19M -$89.1K -265 -4%
NW
1252
Naviter Wealth
Arkansas
$2.19M +$7.74K +23 +0.4%
PHIC
1253
Pine Haven Investment Counsel
Massachusetts
$2.18M -$33.3K -99 -2%
CIC
1254
Chilton Investment Company
Connecticut
$2.18M -$39.7K -118 -2%
IIM
1255
InTrack Investment Management
Vermont
$2.17M +$67.3K +200 +3%
KIM
1256
Kurv Investment Management
California
$2.17M +$725K +2,154 +47%
JSC
1257
Jackson Square Capital
California
$2.16M +$2.13M +6,319 New
WBC
1258
Westpac Banking Corp
Australia
$2.14M -$331K -983 -14%
EWS
1259
Evergreen Wealth Solutions
Pennsylvania
$2.14M +$2.11M +6,272 New
ES
1260
Element Squared
Minnesota
$2.14M +$2.11M +6,263 New
OWA
1261
Octavia Wealth Advisors
Ohio
$2.14M -$30.3K -90 -1%
RGF
1262
Retirement Guys Formula
Ohio
$2.14M -$687K -2,043 -25%
PDL
1263
Portfolio Design Labs
California
$2.14M -$1.26M -3,758 -38%
CI
1264
CX Institutional
Indiana
$2.11M -$10.1M -29,919 -83%
GIA
1265
Gladstone Institutional Advisory
Florida
$2.11M +$215K +639 +12%
CCM
1266
Crew Capital Management
Ohio
$2.11M -$135K -400 -6%
OA
1267
Oasis Advisors
Iowa
$2.11M +$2.07M +6,160 New
SHGA
1268
Sand Hill Global Advisors
California
$2.11M -$180K -535 -8%
SWM
1269
SeaCrest Wealth Management
New York
$2.1M -$1.01K -3 -0%
SP
1270
Stablepoint Partners
Massachusetts
$2.1M -$686K -2,039 -25%
CWS
1271
Confluence Wealth Services
Pennsylvania
$2.1M -$11.8K -35 -0.6%
LNB
1272
Ledyard National Bank
$2.1M -$271K -805 -12%
NG
1273
Novem Group
New York
$2.09M +$104K +309 +5%
PWM
1274
Pathway Wealth Management
Texas
$2.08M +$151K +450 +8%
MWM
1275
MOKAN Wealth Management
Kansas
$2.07M +$2.04M +6,051 New
49 50
51
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