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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1626
Evermay Wealth Management
Virginia
$1.03M +$4.71K +14 +0.5%
BCFD
1627
Boit C.F. David
$1.03M – – –
PWMG
1628
Prestige Wealth Management Group
New Jersey
$1.02M +$1.68K +5 +0.2%
SPW
1629
Sonoma Private Wealth
California
$1.02M -$769K -2,287 -43%
UAG
1630
United Advisor Group
Ohio
$1.02M +$49.4K +147 +5%
SCA
1631
Sandy Cove Advisors
Massachusetts
$1.01M -$13.5K -40 -1%
WIA
1632
Westbourne Investment Advisors
Maryland
$1.01M – – –
SFC
1633
SYM Financial Corp
Indiana
$1.01M +$89.8K +267 +10%
RFP
1634
Root Financial Partners
California
$1.01M -$191K -569 -16%
NAM
1635
NTV Asset Management
West Virginia
$1.01M – – –
V
1636
ViaWealth
Kansas
$1M -$213K -633 -18%
CCA
1637
Corps Capital Advisors
Texas
$1M +$286K +850 +41%
FFM
1638
Forum Financial Management
Illinois
$1M -$2.61M -7,759 -73%
CL
1639
CPWA LLC
Oregon
$1M +$760K +2,259 New
WA
1640
WealthTrust Axiom
Pennsylvania
$1,000K +$37.3K +111 +4%
LCC
1641
Lincoln Capital Corp
Rhode Island
$996K +$980K +2,913 New
JPG
1642
Jordan Park Group
California
$991K – – –
FH
1643
FWG Holdings
Florida
$991K +$408K +1,214 +76%
CM
1644
Cercano Management
Washington
$990K – – –
VA
1645
Verdad Advisers
Massachusetts
$989K +$973K +2,894 New
SA
1646
Sonoma Allocations
California
$987K -$201K -599 -18%
JSAM
1647
J. Safra Asset Management
New York
$986K +$941K +2,796 +3,107%
AA
1648
Alesco Advisors
New York
$986K +$970K +2,884 New
OPA
1649
Old Port Advisors
Maine
$984K – – –
EPW
1650
Evolve Private Wealth
California
$983K +$359K +1,067 +59%
64 65
66
67 68