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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1501
Basecamp Wealth Advisors
Washington
$839K +$783K +3,266 New
GCP
1502
GSA Capital Partners
United Kingdom
$839K +$358K +1,495 +84%
SP
1503
SmartHarvest Portfolios
Washington
$838K +$782K +3,261 New
PD
1504
Planning Directions
Pennsylvania
$836K +$1.2K +5 +0.2%
AL
1505
Aspiriant LLC
California
$836K +$59.2K +247 +8%
RIL
1506
Rothschild Investment LLC
Illinois
$835K +$15.6K +65 +2%
HCA
1507
Harbour Capital Advisors
Virginia
$833K – – –
BHBT
1508
Burke & Herbert Bank & Trust
Virginia
$833K – – –
AA
1509
Alta Advisers
United Kingdom
$832K -$192K -800 -20%
OKSA
1510
O'Keefe Stevens Advisory
New York
$831K – – –
DWM
1511
Drive Wealth Management
Utah
$829K +$56.1K +234 +8%
JAM
1512
Jupiter Asset Management
United Kingdom
$828K +$773K +3,223 New
CA
1513
CoreCap Advisors
Michigan
$826K -$74.1K -309 -9%
FWA
1514
FSM Wealth Advisors
Ohio
$825K +$63.8K +266 +9%
QWP
1515
Quotient Wealth Partners
Texas
$825K +$28.1K +117 +4%
MCP
1516
Militia Capital Partners
Nevada
$822K -$240K -1,000 -24%
AIM
1517
Avanda Investment Management
Singapore
$822K +$240K +1,000 +45%
AIM
1518
Athena Investment Management
California
$820K -$19.7K -82 -3%
SFP
1519
Shepherd Financial Partners
Massachusetts
$819K +$24K +100 +3%
PA
1520
PFG Advisors
Arizona
$818K -$337K -1,407 -31%
TW
1521
ticino wealth
California
$817K +$762K +3,180 New
PA
1522
Probity Advisors
Texas
$816K -$95.7K -399 -11%
RIM
1523
Redwood Investment Management
Arizona
$814K -$44.8K -187 -6%
NAAA
1524
New Age Alpha Advisors
New York
$808K +$754K +3,146 New
CA
1525
Claro Advisors
Massachusetts
$806K +$3.36K +14 +0.4%
59 60
61
62 63