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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1301
Prestige Wealth Management Group
New Jersey
$368K -$148K -1,289 -30%
HCM
1302
Howland Capital Management
Massachusetts
$367K -$5.74K -50 -2%
SAM
1303
Security Asset Management
New York
$363K – – –
PP
1304
PDS Planning
Ohio
$363K +$76.1K +663 +29%
DA
1305
Duality Advisers
Florida
$362K -$2.96M -25,744 -90%
KP
1306
Keel Point
Alabama
$361K -$25.6K -223 -7%
DIP
1307
Davis Investment Partners
North Carolina
$360K – – –
RWMG
1308
Redwood Wealth Management Group
New Jersey
$360K +$115 +1 +0%
PTP
1309
Platform Technology Partners
New York
$360K -$11.1K -97 -3%
T
1310
TCWP
Ohio
$357K -$59.7K -520 -15%
EWP
1311
Engrave Wealth Partners
Texas
$357K -$4.59K -40 -1%
FAG
1312
Fortitude Advisory Group
Washington
$356K +$3.9K +34 +1%
SAM
1313
Seelaus Asset Management
New Jersey
$355K +$29.2K +254 +9%
LCM
1314
LRT Capital Management
Texas
$353K +$330K +2,872 New
GW
1315
GW & Wade
Massachusetts
$352K -$459 -4 -0.1%
AIM
1316
Athena Investment Management
California
$352K +$4.59K +40 +1%
MGAM
1317
McGowan Group Asset Management
Texas
$352K – – –
LWM
1318
Laidlaw Wealth Management
New York
$351K +$115 +1 +0%
SEEDPG
1319
S.E.E.D. Planning Group
New York
$351K -$46.5K -405 -12%
AAS
1320
Ameritas Advisory Services
Nebraska
$349K -$41.7K -363 -11%
CWM
1321
Cornerstone Wealth Management
Missouri
$349K +$326K +2,839 New
JWM
1322
Jessup Wealth Management
Ohio
$345K +$4.82K +42 +2%
RC
1323
Rovin Capital
Arizona
$345K -$27.7K -241 -8%
VWM
1324
Venturi Wealth Management
Texas
$345K +$322K +2,805 New
WEG
1325
World Equity Group
Illinois
$344K -$146K -1,269 -38%
51 52
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