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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1501
Beta Wealth Group
California
$531K +$158 +1 +0%
JPG
1502
Jordan Park Group
California
$531K – – –
WSC
1503
Wellington Shields & Co
New York
$531K – – –
PL
1504
Plancorp LLC
Missouri
$530K -$152K -961 -25%
CM
1505
Cercano Management
Washington
$530K – – –
DSC
1506
Duncker Streett & Co
Missouri
$530K – – –
TF
1507
Trek Financial
Arizona
$529K +$86.7K +547 +23%
MGAM
1508
McGowan Group Asset Management
Texas
$525K +$158 +1 +0%
IWA
1509
IBEX Wealth Advisors
New Jersey
$525K +$454K +2,865 New
UIM
1510
Unified Investment Management
Georgia
$524K +$45K +284 +11%
AWM
1511
Aviso Wealth Management
Washington
$522K -$12.2K -77 -3%
JWM
1512
Jessup Wealth Management
Ohio
$522K -$28K -177 -6%
V
1513
VeraBank
Texas
$520K -$20.6K -130 -4%
GSIS
1514
Global Strategic Investment Solutions
Arizona
$519K -$2.22K -14 -0.5%
JWM
1515
JGP Wealth Management
Oregon
$518K -$13.5K -85 -3%
RCA
1516
Resonant Capital Advisors
Wisconsin
$518K +$211K +1,330 +89%
FCM
1517
Fieldview Capital Management
Michigan
$515K +$16.5K +104 +4%
AFA
1518
Allium Financial Advisors
Oregon
$514K – – –
PAM
1519
PCG Asset Management
New Jersey
$513K -$24.6K -155 -5%
GCIA
1520
Gabelli & Co Investment Advisers
New York
$513K – – –
FWA
1521
FSM Wealth Advisors
Ohio
$512K +$128K +810 +43%
HCM
1522
Howland Capital Management
Massachusetts
$511K – – –
DE
1523
Diversified Enterprises
Delaware
$508K -$1.11K -7 -0.3%
WAM
1524
Wolverine Asset Management
Illinois
$508K -$4.44M -28,031 -91%
WAG
1525
Winthrop Advisory Group
Massachusetts
$507K +$5.23K +33 +1%
59 60
61
62 63