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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1476
Aspiriant LLC
California
$615K -$42.6K -235 -7%
PMSA
1477
Patrick M. Sweeney & Associates
Illinois
$615K +$9.44K +52 +2%
HTC
1478
Haverford Trust Company
Pennsylvania
$614K – – –
BCFD
1479
Boit C.F. David
$614K – – –
DWM
1480
Drive Wealth Management
Utah
$613K -$11.8K -65 -2%
EWM
1481
Evermay Wealth Management
Virginia
$611K – – –
MCP
1482
Mirador Capital Partners
California
$610K -$2.9K -16 -0.5%
WIA
1483
Westbourne Investment Advisors
Maryland
$607K – – –
PWMG
1484
Prestige Wealth Management Group
New Jersey
$603K +$3.08K +17 +0.6%
SI
1485
Seeds Investor
New York
$603K +$3.63K +20 +0.7%
FWA
1486
FSM Wealth Advisors
Ohio
$603K +$47.5K +262 +10%
NAM
1487
NTV Asset Management
West Virginia
$602K +$45.4K +250 +9%
PL
1488
Plancorp LLC
Missouri
$600K +$6.17K +34 +1%
KFS
1489
Kaizen Financial Strategies
California
$600K -$156K -860 -25%
I
1490
IMPACTfolio
Colorado
$600K -$25.9K -143 -5%
AFP
1491
Ausdal Financial Partners
Iowa
$598K +$530K +2,923 New
MFIM
1492
Mesirow Financial Investment Management
Illinois
$598K +$80.6K +444 +18%
AWM
1493
Avior Wealth Management
Nebraska
$598K +$530K +2,922 New
OPA
1494
Old Port Advisors
Maine
$597K – – –
CFG
1495
Cooper Financial Group
California
$595K -$59.5K -328 -10%
JPG
1496
Jordan Park Group
California
$594K – – –
WSC
1497
Wellington Shields & Co
New York
$594K – – –
CM
1498
Cercano Management
Washington
$593K – – –
DSC
1499
Duncker Streett & Co
Missouri
$593K – – –
4WM
1500
49 Wealth Management
Texas
$592K +$39.7K +219 +8%
58 59
60
61 62