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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
1451
Planning Directions
Pennsylvania
$593K +$112K +707 +28%
AL
1452
Aspiriant LLC
California
$593K +$29.3K +185 +6%
CFG
1453
Cooper Financial Group
California
$592K +$44.5K +281 +10%
OKSA
1454
O'Keefe Stevens Advisory
New York
$592K -$7.29K -46 -1%
A
1455
Allianz
Germany
$591K -$1.55M -9,779 -75%
VWM
1456
Valley Wealth Managers
New Jersey
$591K -$4.12K -26 -0.8%
EW
1457
Evoke Wealth
California
$591K +$54.2K +342 +12%
SCP
1458
Sivia Capital Partners
California
$590K +$108K +679 +27%
RLH
1459
RD Lewis Holdings
Florida
$589K -$1.58K -10 -0.3%
PDL
1460
Portfolio Design Labs
California
$587K -$370K -2,338 -42%
PCM
1461
PenderFund Capital Management
British Columbia, Canada
$586K +$507K +3,200 New
CA
1462
Claro Advisors
Massachusetts
$585K -$271K -1,712 -35%
HHRDM
1463
H&H Retirement Design & Management
Nevada
$585K +$13.5K +85 +3%
BIG
1464
Brookwood Investment Group
Arizona
$582K +$93.6K +591 +23%
WCM
1465
Wellington Capital Management
Maryland
$581K +$301K +1,900 New
AWM
1466
Angeles Wealth Management
California
$581K +$169K +1,068 +51%
PPG
1467
Peak Planning Group
Colorado
$580K -$4.01M -25,305 -89%
KCFA
1468
Key Client Fiduciary Advisors
New Jersey
$579K +$32.6K +206 +7%
GL
1469
Gerber LLC
Ohio
$577K – – –
FMB
1470
Field & Main Bank
Kentucky
$576K -$26.9K -170 -5%
FAT
1471
First American Trust
California
$575K +$49.9K +315 +11%
AIM
1472
Athena Investment Management
California
$573K +$87.9K +555 +22%
SCM
1473
Stevens Capital Management
Pennsylvania
$572K +$495K +3,123 New
SCI
1474
Silver Coast Investments
United States
$572K – – –
SFP
1475
Shepherd Financial Partners
Massachusetts
$568K +$13.2K +83 +3%
57 58
59
60 61