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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
1701
O'Donnell Financial Services
California
$315K – – –
CIAM
1702
Caitong International Asset Management
Hong Kong
$315K +$351K +1,939 New
KW
1703
Keyvantage Wealth
Pennsylvania
$315K +$351K +1,938 New
AIA
1704
AIMZ Investment Advisors
California
$315K -$9.06K -50 -3%
AF
1705
Advisornet Financial
Minnesota
$314K -$243K -1,343 -41%
SC
1706
Soundwatch Capital
Connecticut
$314K – – –
ETC
1707
Exchange Traded Concepts
Oklahoma
$313K -$886K -4,886 -72%
EW
1708
Evexia Wealth
Wisconsin
$312K +$315K +1,736 New
MPW
1709
Monterey Private Wealth
California
$312K -$1.81K -10 -0.5%
BW
1710
Bison Wealth
Georgia
$311K -$85K -469 -20%
HWA
1711
Heartwood Wealth Advisors
Virginia
$309K – – –
MSAM
1712
Moloney Securities Asset Management
Missouri
$309K -$919K -5,069 -73%
BBA
1713
Braun-Bostich & Associates
Pennsylvania
$309K -$3.81K -21 -1%
MW
1714
Marcum Wealth
Ohio
$308K -$17.2K -95 -5%
WPW
1715
Warther Private Wealth
Ohio
$308K -$5.8K -32 -2%
AA
1716
ALPS Advisors
Colorado
$307K – – –
AFA
1717
AA Financial Advisors
Ohio
$307K +$725 +4 +0.2%
FC
1718
Financial Council
Maryland
$307K – – –
AT
1719
American Trust
Kentucky
$307K – – –
KIG
1720
Kennedy Investment Group
New Jersey
$305K -$22.5K -124 -6%
CMA
1721
Cedar Mountain Advisors
Oregon
$304K +$4.89K +27 +1%
SWM
1722
Selective Wealth Management
Virginia
$304K +$362 +2 +0.1%
WWC
1723
Waypoint Wealth Counsel
Georgia
$304K +$2.54K +14 +0.8%
VA
1724
Valmark Advisers
Ohio
$303K +$11.4K +63 +4%
NRG
1725
Nemes Rush Group
Michigan
$302K +$7.07K +39 +2%
67 68
69
70 71