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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1451
Legacy Private Trust
Wisconsin
$930K -$4.79K -20 -0.5%
DBIA
1452
Dumont & Blake Investment Advisors
New Jersey
$930K -$2.4K -10 -0.3%
FWP
1453
Falcon Wealth Planning
California
$926K -$596K -2,484 -41%
AG
1454
AmeriFlex Group
Nevada
$925K -$542K -2,260 -39%
MAWA
1455
Moss Adams Wealth Advisors
Washington
$924K +$26.4K +110 +3%
CAM
1456
Cidel Asset Management
Ontario, Canada
$923K -$47.9K -200 -5%
HBW
1457
Hazlett, Burt & Watson
West Virginia
$923K +$24K +100 +3%
CNBT
1458
Canandaigua National Bank & Trust
New York
$921K -$25.7K -107 -3%
M1FG
1459
Mach-1 Financial Group
Arkansas
$919K -$199K -832 -19%
V
1460
ViaWealth
Kansas
$918K -$75.3K -314 -8%
PPW
1461
Parcion Private Wealth
Washington
$918K +$22.3K +93 +3%
CFSG
1462
Clark Financial Services Group
Missouri
$917K -$55.1K -230 -7%
PMAM
1463
Picton Mahoney Asset Management
Ontario, Canada
$916K +$855K +3,566 New
QAM
1464
Q3 Asset Management
Michigan
$915K +$854K +3,562 New
OL
1465
Optas LLC
Texas
$905K +$124K +516 +17%
BCFD
1466
Boit C.F. David
$904K – – –
RC
1467
Rovin Capital
Arizona
$903K -$9.83K -41 -1%
RFP
1468
Root Financial Partners
California
$903K +$371K +1,547 +79%
TFA
1469
Tranquilli Financial Advisor
New Jersey
$902K -$5.04K -21 -0.6%
EW
1470
Evoke Wealth
California
$901K +$462K +1,927 +122%
OC
1471
Oakworth Capital
Alabama
$896K +$41.7K +174 +5%
WFP
1472
Worthington Financial Partners
Ohio
$894K +$834K +3,477 New
PFA
1473
Pure Financial Advisors
California
$893K -$48.2K -201 -5%
RL
1474
Retireful LLC
Michigan
$893K +$823K +3,434 New
KCM
1475
Kanawha Capital Management
Virginia
$892K +$4.32K +18 +0.5%
57 58
59
60 61