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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1801
JM2 Capital
Oklahoma
$1.65M +$89.5K +194 +9%
MFG
1802
Midwest Financial Group
Kansas
$1.65M +$1.38K +3 +0.1%
RFP
1803
Root Financial Partners
California
$1.65M -$307K -665 -23%
BWP
1804
Balboa Wealth Partners
Arizona
$1.65M -$356K -772 -25%
RIP
1805
RAM Investment Partners
Washington
$1.64M -$61.4K -133 -6%
TFA
1806
Tranquilli Financial Advisor
New Jersey
$1.64M -$245K -532 -19%
CPC
1807
Congress Park Capital
New York
$1.64M +$7.84K +17 +0.8%
BHBT
1808
Burke & Herbert Bank & Trust
Virginia
$1.63M – – –
WSFG
1809
Wall Street Financial Group
Illinois
$1.63M -$10.6K -23 -1%
CL
1810
CPWA LLC
Oregon
$1.63M – – –
TPWA
1811
TRUE Private Wealth Advisors
Oregon
$1.63M -$1.35M -2,925 -56%
NWP
1812
Noble Wealth Partners
Colorado
$1.63M +$1.04M +2,250 New
SICM
1813
Sustainable Insight Capital Management
New York
$1.62M -$69.2K -150 -6%
AIM
1814
Athena Investment Management
California
$1.62M -$365K -792 -26%
ICP
1815
Impact Capital Partners
Colorado
$1.62M -$49.8K -108 -5%
MPWS
1816
McCarter Private Wealth Services
Massachusetts
$1.61M -$71.1K -154 -6%
CWM
1817
Circle Wealth Management
New Jersey
$1.61M +$728K +1,578 +242%
HIP
1818
Harrell Investment Partners
Texas
$1.61M -$208K -450 -17%
EPW
1819
Evolve Private Wealth
California
$1.61M -$300K -650 -23%
IWA
1820
Invera Wealth Advisors
Oregon
$1.6M +$1.02M +2,219 New
CWMGP
1821
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.6M +$83K +180 +9%
BWM
1822
Birchcreek Wealth Management
Ohio
$1.6M – – –
FAG
1823
Fortitude Advisory Group
Washington
$1.6M +$27.7K +60 +3%
FBB
1824
Fulton Breakefield Broenniman
Maryland
$1.59M +$173K +375 +20%
GI
1825
GLOBALT Investments
Georgia
$1.59M – – –
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