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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1501
AlphaQuest
New York
$369K +$335K +2,278 New
TW
1502
TritonPoint Wealth
Maryland
$369K +$334K +2,274 New
LA
1503
Legacy Advisors
Pennsylvania
$368K -$127K -866 -28%
MFG
1504
Midwest Financial Group
Kansas
$367K – – –
BA
1505
Bristlecone Advisors
Washington
$366K -$5.14K -35 -2%
SIM
1506
SSI Investment Management
California
$365K -$882 -6 -0.3%
JE
1507
JMAC Enterprises
Pennsylvania
$365K -$441 -3 -0.1%
RIM
1508
RW Investment Management
Idaho
$365K – – –
HWA
1509
Heartwood Wealth Advisors
Virginia
$364K – – –
SIG
1510
Spinnaker Investment Group
California
$363K +$29.8K +203 +10%
CIS
1511
Custom Index Systems
New York
$363K +$329K +2,241 New
FWM
1512
Forza Wealth Management
Florida
$362K – – –
SEEDPG
1513
S.E.E.D. Planning Group
New York
$362K -$15.1K -103 -4%
SCP
1514
Sivia Capital Partners
California
$361K +$327K +2,226 New
OC
1515
Oakworth Capital
Alabama
$360K – – –
OL
1516
Optas LLC
Texas
$359K +$66.3K +451 +26%
BDFN
1517
Bond & Devick Financial Network
Minnesota
$359K -$9.99K -68 -3%
OL
1518
OneFund LLC
Florida
$359K +$325K +2,213 New
PFA
1519
Pathway Financial Advisors
Vermont
$358K – – –
I
1520
IMPACTfolio
Colorado
$358K +$325K +2,210 New
ZB
1521
Zions Bancorporation
Utah
$358K -$71.5K -487 -18%
ERIM
1522
Eagle Ridge Investment Management
Connecticut
$357K -$1.18K -8 -0.4%
CP
1523
Canopy Partners
Ohio
$355K +$322K +2,189 New
RPCA
1524
Running Point Capital Advisors
California
$354K – – –
SCI
1525
Silver Coast Investments
United States
$354K +$321K +2,182 New
59 60
61
62 63