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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
BTWM
1626
Baker Tilly Wealth Management
Wisconsin
$328K +$136K +809 +56%
PI
1627
Pettee Investors
Connecticut
$327K -$38.7K -230 -9%
PFA
1628
Pathway Financial Advisors
Vermont
$327K -$1.85K -11 -0.5%
SIG
1629
Spinnaker Investment Group
California
$325K -$3.03K -18 -0.8%
BA
1630
Bristlecone Advisors
Washington
$323K -$8.74K -52 -2%
SB
1631
Strategic Blueprint
Georgia
$323K -$68.1K -405 -15%
PB
1632
Pinnacle Bancorp
Nebraska
$319K -$19.3K -115 -5%
CA
1633
CoreCap Advisors
Michigan
$319K -$134K -794 -27%
VW
1634
Veridan Wealth
Oregon
$318K +$6.22K +37 +2%
TPA
1635
Trivium Point Advisory
Connecticut
$318K -$4.04K -24 -1%
SC
1636
Sierra Capital
Florida
$317K +$84.2K +501 +30%
OWA
1637
One Wealth Advisors
California
$317K +$367K +2,183 New
CFO
1638
CVA Family Office
Colorado
$315K +$27.2K +162 +8%
CP
1639
Covenant Partners
Tennessee
$314K – – –
CIG
1640
Cascade Investment Group
Colorado
$314K -$16.8K -100 -4%
OL
1641
OneFund LLC
Florida
$314K -$4.54K -27 -1%
FWI
1642
Facet Wealth Inc
Maryland
$313K -$200K -1,191 -37%
TCM
1643
Teza Capital Management
Illinois
$313K +$363K +2,157 New
USB
1644
Union Savings Bank
Connecticut
$313K – – –
MWP
1645
Madison Wealth Partners
Wisconsin
$312K +$57.5K +342 +19%
FFA
1646
Founders Financial Alliance
North Carolina
$312K +$1.18K +7 +0.3%
AC
1647
Addison Capital
Pennsylvania
$312K +$168 +1 +0%
ABC
1648
Associated Banc-Corp
Wisconsin
$311K +$7.74K +46 +2%
ES
1649
Eagle Strategies
New York
$311K +$30.9K +184 +9%
CNWM
1650
Clay Northam Wealth Management
California
$308K -$4.2K -25 -1%