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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1526
Ameritas Advisory Services
Nebraska
$250K -$143K -1,142 -39%
SWM
1527
Selective Wealth Management
Virginia
$250K +$222K +1,777 New
CWA
1528
Clarus Wealth Advisors
Arizona
$249K -$24.4K -195 -10%
JCM
1529
Janney Capital Management
Pennsylvania
$249K +$216K +1,725 New
RWB
1530
RMR Wealth Builders
New Jersey
$248K -$21K -168 -9%
B
1531
BetterWealth
California
$248K +$501 +4 +0.2%
SRC
1532
Sage Rhino Capital
California
$248K -$125 -1 -0.1%
FCB
1533
First County Bank
Connecticut
$248K -$59.3K -474 -22%
LWCFA
1534
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$247K -$5.01K -40 -2%
CSIC
1535
Clifford Swan Investment Counsel
California
$246K – – –
BONH
1536
Bank of New Hampshire
New Hampshire
$246K -$7.76K -62 -4%
GFG
1537
Goldstone Financial Group
Illinois
$246K +$1.13K +9 +0.5%
QFA
1538
Quantum Financial Advisors
California
$246K – – –
MG
1539
Marex Group
$245K +$212K +1,696 New
BTI
1540
Blue Trust Inc
Georgia
$244K -$188K -1,501 -43%
RPWA
1541
Regent Peak Wealth Advisors
Georgia
$243K -$876 -7 -0.4%
PCM
1542
Parsons Capital Management
Rhode Island
$243K – – –
MCM
1543
Monument Capital Management
Virginia
$241K +$4.13K +33 +2%
MWP
1544
Madison Wealth Partners
Wisconsin
$240K +$125 +1 +0.1%
SB
1545
Strategic Blueprint
Georgia
$239K +$207K +1,651 New
HIP
1546
Harrell Investment Partners
Texas
$238K +$207K +1,650 New
ODFS
1547
O'Donnell Financial Services
California
$238K – – –
FH
1548
FWG Holdings
Florida
$238K +$198K +1,582 New
RFN
1549
Redwood Financial Network
Ohio
$238K +$206K +1,646 New
EWM
1550
Executive Wealth Management
Michigan
$238K – – –
60 61
62
63 64