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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1501
Pinnacle Bancorp
Nebraska
$216K +$5.05K +44 +3%
EBA
1502
Eagle Bay Advisors
New York
$215K -$62.8K -547 -24%
WCM
1503
Wedge Capital Management
North Carolina
$215K +$201K +1,753 New
ADMI
1504
Albert D. Mason Inc
Massachusetts
$215K +$201K +1,749 New
LWCFA
1505
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$215K +$27.8K +242 +16%
HHGA
1506
Halbert Hargrove Global Advisors
California
$214K +$200K +1,744 New
WAG
1507
Winthrop Advisory Group
Massachusetts
$214K +$200K +1,744 New
VWA
1508
V Wealth Advisors
Kansas
$213K +$200K +1,738 New
CCM
1509
Compton Capital Management
Rhode Island
$212K -$426K -3,710 -68%
LPIC
1510
LeJeune Puetz Investment Counsel
Michigan
$212K – – –
SRC
1511
Sage Rhino Capital
California
$211K +$197K +1,716 New
B
1512
BetterWealth
California
$210K +$196K +1,711 New
ESCM
1513
Echo Street Capital Management
New York
$210K -$505K -4,396 -72%
CSIC
1514
Clifford Swan Investment Counsel
California
$209K +$196K +1,705 New
NERM
1515
New England Research & Management
Illinois
$209K +$195K +1,700 New
QFA
1516
Quantum Financial Advisors
California
$209K +$195K +1,700 New
PWP
1517
Principle Wealth Partners
Connecticut
$208K +$195K +1,694 New
CFSG
1518
Clark Financial Services Group
Missouri
$208K +$195K +1,695 New
JF
1519
Jump Financial
Illinois
$208K -$212K -1,845 -52%
GFG
1520
Goldstone Financial Group
Illinois
$208K +$194K +1,693 New
GIA
1521
GHP Investment Advisors
Colorado
$208K – – –
RPWA
1522
Regent Peak Wealth Advisors
Georgia
$207K +$194K +1,689 New
PCM
1523
Parsons Capital Management
Rhode Island
$206K +$193K +1,681 New
BB
1524
Bell Bank
North Dakota
$206K +$192K +1,674 New
CAMV
1525
Concord Asset Management (Virginia)
Virginia
$205K +$192K +1,672 New
59 60
61
62 63