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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1501
JGP Wealth Management
Oregon
$423K +$16K +95 +3%
MF
1502
Magnetar Financial
Illinois
$423K +$140K +834 +40%
OFS
1503
OneAscent Financial Services
Alabama
$422K +$488K +2,900 New
BWG
1504
Beta Wealth Group
California
$421K +$101K +600 +26%
JPG
1505
Jordan Park Group
California
$421K -$101K -600 -17%
WSC
1506
Wellington Shields & Co
New York
$421K +$84.1K +500 +21%
DSC
1507
Duncker Streett & Co
Missouri
$420K -$48.8K -290 -9%
CM
1508
Cercano Management
Washington
$420K – – –
EW
1509
Evoke Wealth
California
$419K +$57.3K +341 +13%
IA
1510
Integrity Alliance
Iowa
$418K +$484K +2,880 New
MWP
1511
Meriwether Wealth & Planning
Louisiana
$418K +$484K +2,878 New
FA
1512
Fermata Advisors
California
$418K +$38.2K +227 +9%
BF
1513
Brucke Financial
Indiana
$417K +$54.8K +326 +13%
MGAM
1514
McGowan Group Asset Management
Texas
$416K +$168 +1 +0%
GSIS
1515
Global Strategic Investment Solutions
Arizona
$414K – – –
DWM
1516
Drive Wealth Management
Utah
$413K +$17.5K +104 +4%
SS
1517
Sunbelt Securities
Texas
$412K +$319K +1,896 +200%
FAT
1518
First American Trust
California
$410K -$504 -3 -0.1%
PFA
1519
Pure Financial Advisors
California
$410K +$144K +857 +44%
KAM
1520
Karani Asset Management
New York
$408K -$171K -1,014 -27%
AFA
1521
Allium Financial Advisors
Oregon
$407K +$472K +2,807 New
GCIA
1522
Gabelli & Co Investment Advisers
New York
$406K – – –
FHC
1523
First Heartland Consultants
Missouri
$406K -$165K -979 -26%
HCM
1524
Howland Capital Management
Massachusetts
$405K -$1.18K -7 -0.2%
PMSA
1525
Patrick M. Sweeney & Associates
Illinois
$404K – – –
59 60
61
62 63