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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1401
Zhang Financial
Michigan
$345K +$299K +2,387 New
NAS
1402
Nicolet Advisory Services
Wisconsin
$344K +$1.63K +13 +0.5%
WWC
1403
Waypoint Wealth Counsel
Georgia
$341K – – –
SFP
1404
Shepherd Financial Partners
Massachusetts
$340K +$295K +2,355 New
JWM
1405
JGP Wealth Management
Oregon
$339K -$8.39K -67 -3%
AP
1406
Appleton Partners
Massachusetts
$338K -$5.01K -40 -2%
JIC
1407
Joel Isaacson & Co
New York
$337K +$292K +2,334 New
1SB
1408
1ST Source Bank
Indiana
$336K -$5.13K -41 -2%
AF
1409
Arrow Financial
New York
$332K – – –
AWE
1410
Avidian Wealth Enterprises
Texas
$332K -$128K -1,019 -31%
BA
1411
Bristlecone Advisors
Washington
$332K +$22K +176 +8%
LCGC
1412
Legacy Capital Group California
California
$330K – – –
BCM
1413
Buckhead Capital Management
Georgia
$330K – – –
SIM
1414
SSI Investment Management
California
$330K -$49.9K -399 -15%
EFS
1415
Essex Financial Services
Connecticut
$328K -$195K -1,554 -41%
JF
1416
Jump Financial
Illinois
$327K +$71.3K +570 +34%
MFG
1417
Midwest Financial Group
Kansas
$327K – – –
CIP
1418
Convergence Investment Partners
Florida
$326K +$53.6K +428 +23%
WC
1419
Waterloo Capital
Texas
$326K +$282K +2,253 New
HWA
1420
Heartwood Wealth Advisors
Virginia
$325K +$281K +2,248 New
SB
1421
Sunflower Bank
Texas
$324K -$7.38K -59 -3%
KWM
1422
Kolinsky Wealth Management
New Jersey
$323K +$26.8K +214 +11%
IP
1423
Ignite Planners
California
$323K +$11.1K +89 +4%
FWM
1424
Forza Wealth Management
Florida
$323K – – –
CFO
1425
CVA Family Office
Colorado
$322K +$20.4K +163 +8%
55 56
57
58 59