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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1701
TLWM Financial
Texas
$1.97M +$1.26M +2,725 New
WP
1702
WealthPLAN Partners
Nebraska
$1.97M +$228K +495 +22%
EAM
1703
Eventide Asset Management
Massachusetts
$1.97M +$1.26M +2,722 New
WE
1704
Wealth Effects
Massachusetts
$1.96M – – –
RWP
1705
Revolve Wealth Partners
New Jersey
$1.96M +$625K +1,355 +100%
RDFA
1706
Ritter Daniher Financial Advisory
Ohio
$1.95M -$273K -591 -18%
SWM
1707
Shelton Wealth Management
Texas
$1.94M -$322K -698 -21%
AWM
1708
Aviso Wealth Management
Washington
$1.93M +$34.6K +75 +3%
RB
1709
Richmond Brothers
Michigan
$1.93M +$1.23M +2,670 New
DL
1710
Dockside LLC
New York
$1.93M +$1.23M +2,668 New
CIM
1711
Contravisory Investment Management
Massachusetts
$1.93M +$30K +65 +3%
BHB
1712
Bank Hapoalim BM
Israel
$1.92M -$422K -915 -26%
CA
1713
Calton & Associates
Florida
$1.92M -$67.4K -146 -5%
WAG
1714
Winthrop Advisory Group
Massachusetts
$1.9M +$112K +242 +10%
IA
1715
IAM Advisory
Pennsylvania
$1.9M +$1.21M +2,631 New
SCM
1716
Sirios Capital Management
Massachusetts
$1.9M -$3.22M -6,980 -73%
LOWM
1717
Laurel Oak Wealth Management
New Jersey
$1.89M -$18.9K -41 -2%
ECA
1718
Elevated Capital Advisors
Utah
$1.89M -$1.13M -2,443 -48%
SWA
1719
Strategies Wealth Advisors
Michigan
$1.89M +$221K +478 +22%
CWMK
1720
Caliber Wealth Management (Kansas)
Kansas
$1.89M +$1.2M +2,610 New
RWM
1721
Revisor Wealth Management
Ohio
$1.89M -$353K -765 -23%
SAW
1722
Signal Advisors Wealth
Michigan
$1.88M -$2.36M -5,107 -66%
TCG
1723
Transcendent Capital Group
Oklahoma
$1.87M +$524K +1,136 +78%
HCA
1724
Harbour Capital Advisors
Virginia
$1.87M – – –
TCM
1725
TruNorth Capital Management
Michigan
$1.87M +$4.15K +9 +0.3%
67 68
69
70 71