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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1476
Patrick M. Sweeney & Associates
Illinois
$564K +$26.9K +170 +6%
AAM
1477
AR Asset Management
California
$563K – – –
I
1478
IMPACTfolio
Colorado
$562K -$9.98K -63 -2%
KA
1479
KLCM Advisors
Wisconsin
$562K – – –
FPWM
1480
FSB Premier Wealth Management
Iowa
$562K +$236K +1,491 +95%
GFP
1481
Gryphon Financial Partners
Ohio
$560K +$117K +736 +32%
PFS
1482
Physicians Financial Services
North Carolina
$560K -$39.9K -252 -8%
DWM
1483
Drive Wealth Management
Utah
$560K +$33.3K +210 +7%
NB
1484
NBT Bank
New York
$558K -$5.55K -35 -1%
SPWM
1485
Schrum Private Wealth Management
Florida
$558K – – –
SFA
1486
Semmax Financial Advisors
North Carolina
$556K +$18.9K +119 +4%
OL
1487
Optas LLC
Texas
$555K +$49.1K +310 +11%
ADMI
1488
Albert D. Mason Inc
Massachusetts
$554K +$15.7K +99 +3%
SAI
1489
Savvy Advisors Inc
New York
$554K +$145K +915 +43%
HTC
1490
Haverford Trust Company
Pennsylvania
$549K -$55.8K -352 -10%
BCFD
1491
Boit C.F. David
$549K – – –
CFSG
1492
Clark Financial Services Group
Missouri
$549K +$41.8K +264 +10%
OC
1493
Oakworth Capital
Alabama
$549K – – –
MCP
1494
Mirador Capital Partners
California
$549K -$792 -5 -0.2%
DS
1495
DRW Securities
Illinois
$549K -$231K -1,457 -32%
EWM
1496
Evermay Wealth Management
Virginia
$546K -$13.5K -85 -3%
WIA
1497
Westbourne Investment Advisors
Maryland
$543K – – –
PWMG
1498
Prestige Wealth Management Group
New Jersey
$536K +$158 +1 +0%
SI
1499
Seeds Investor
New York
$536K -$21.9K -138 -5%
OPA
1500
Old Port Advisors
Maine
$534K +$29.5K +186 +7%
58 59
60
61 62