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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
1351
Polaris Wealth Advisory Group
California
$256K – – –
FWM
1352
Frontier Wealth Management
Missouri
$256K +$270K +1,988 New
CCFM
1353
Clear Creek Financial Management
Washington
$255K +$4.62K +34 +2%
FH
1354
FWG Holdings
Florida
$253K +$136 +1 +0.1%
RCM
1355
RB Capital Management
Nevada
$253K +$407 +3 +0.2%
UBV
1356
United Bank (Virginia)
Virginia
$253K +$267K +1,965 New
RFG
1357
Range Financial Group
Oregon
$252K -$57.4K -423 -18%
PP
1358
Professional Planning
California
$252K -$19.6K -144 -7%
CI
1359
CX Institutional
Indiana
$251K -$106K -783 -29%
SGI
1360
Summit Global Investments
Utah
$251K +$6.79K +50 +3%
TFF
1361
The Family Firm
Maryland
$250K -$2.31K -17 -0.9%
FFG
1362
Fortem Financial Group
California
$249K +$6.25K +46 +2%
JFGIW
1363
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K +$21.2K +156 +9%
WAM
1364
Weatherly Asset Management
California
$245K -$20.4K -150 -7%
BP
1365
BCK Partners
New York
$245K – – –
BWG
1366
Beta Wealth Group
California
$245K – – –
RPWA
1367
Regent Peak Wealth Advisors
Georgia
$245K +$2.85K +21 +1%
SCA
1368
Stonebridge Capital Advisors
Minnesota
$245K +$19.1K +141 +8%
IAIM
1369
International Assets Investment Management
Florida
$245K +$31.4K +231 +14%
D
1370
Diversified
Delaware
$244K -$17.5K -129 -6%
PCM
1371
Parsons Capital Management
Rhode Island
$244K – – –
MA
1372
MJP Associates
Connecticut
$242K -$1.09K -8 -0.4%
BG
1373
Benedetti & Gucer
Georgia
$242K +$30.5K +225 +14%
HF
1374
HRT Financial
New York
$242K +$255K +1,880 New
PA
1375
PFG Advisors
Arizona
$241K -$14.4K -106 -5%