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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
1551
Patrick M. Sweeney & Associates
Illinois
$772K – – –
IAS
1552
Insigneo Advisory Services
Florida
$771K -$36.2K -151 -5%
OHWP
1553
Oak Harbor Wealth Partners
North Carolina
$769K -$52.5K -219 -7%
PWMG
1554
Prestige Wealth Management Group
New Jersey
$768K +$9.83K +41 +1%
EWM
1555
Evermay Wealth Management
Virginia
$768K +$719 +3 +0.1%
CA
1556
Calton & Associates
Florida
$764K +$30.4K +127 +4%
RMC
1557
Ring Mountain Capital
California
$764K -$1.92K -8 -0.3%
WIA
1558
Westbourne Investment Advisors
Maryland
$762K – – –
SOW
1559
State of Wyoming
Wyoming
$760K -$718K -2,994 -50%
NAM
1560
NTV Asset Management
West Virginia
$756K – – –
CPA
1561
Capital Performance Advisors
California
$756K +$24K +100 +4%
HA
1562
Herold Advisors
New York
$755K -$29.5K -123 -4%
AO
1563
Advisor OS
Illinois
$753K -$174K -727 -20%
MAM
1564
Morse Asset Management
Connecticut
$752K +$68.1K +284 +11%
AFP
1565
Ausdal Financial Partners
Iowa
$750K -$1.2K -5 -0.2%
AIM
1566
Advyzon Investment Management
Illinois
$749K +$394K +1,645 +130%
AWM
1567
Avior Wealth Management
Nebraska
$747K -$3.36K -14 -0.5%
JRPIM
1568
Journey Retirement Planning & Investment Management
Idaho
$747K +$697K +2,908 New
JPG
1569
Jordan Park Group
California
$745K – – –
CM
1570
Cercano Management
Washington
$744K – – –
DSC
1571
Duncker Streett & Co
Missouri
$744K – – –
AAA
1572
American Alpha Advisors
New York
$744K +$694K +2,894 New
OPA
1573
Old Port Advisors
Maine
$740K -$9.11K -38 -1%
DM
1574
Diversified Management
Wisconsin
$739K +$689K +2,875 New
TCA
1575
Transcend Capital Advisors
New Jersey
$738K -$119K -498 -15%