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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1826
Sheets Smith Wealth Management
North Carolina
$467K +$6.95K +29 +2%
FWP
1827
Fiduciary Wealth Partners
Massachusetts
$466K -$4.55K -19 -1%
EPW
1828
Evolve Private Wealth
California
$465K +$433K +1,808 New
RCG
1829
Regatta Capital Group
California
$464K +$959 +4 +0.2%
WIC
1830
Woodmont Investment Counsel
Tennessee
$464K -$28.1K -117 -6%
PE
1831
PCM Encore
Colorado
$462K +$431K +1,799 New
CFA
1832
Cahill Financial Advisors
Minnesota
$462K -$4.08K -17 -0.9%
FNWM
1833
Financial Network Wealth Management
Utah
$462K – – –
BSSFA
1834
Baron Silver Stevens Financial Advisors
Florida
$461K -$32.4K -135 -7%
AT
1835
American Trust
Kentucky
$461K – – –
PCM
1836
Permanent Capital Management
Illinois
$460K -$23.7K -99 -5%
WC
1837
Whitney & Co
New York
$460K +$429K +1,791 New
VPF
1838
Vantage Point Financial
Illinois
$460K +$48.7K +203 +13%
CWA
1839
Clarity Wealth Advisors
California
$460K – – –
DWM
1840
Darwin Wealth Management
Florida
$459K -$6.23K -26 -1%
BWM
1841
BNB Wealth Management
Maryland
$458K +$427K +1,780 New
MB
1842
MidFirst Bank
Oklahoma
$457K +$783K +3,264 New
SIS
1843
Sound Income Strategies
Florida
$457K +$243K +1,013 +264%
CWP
1844
Cyndeo Wealth Partners
Florida
$456K +$24.5K +102 +6%
PCH
1845
PGIM Custom Harvest
New Jersey
$455K +$56.6K +236 +15%
ANTB
1846
AMG National Trust Bank
Colorado
$454K – – –
BBA
1847
Braun-Bostich & Associates
Pennsylvania
$453K -$26.9K -112 -6%
APG
1848
Abacus Planning Group
South Carolina
$452K +$88.9K +371 +27%
OPCM
1849
Osborne Partners Capital Management
California
$452K -$240 -1 -0.1%
TSW
1850
Three Seasons Wealth
Utah
$451K +$421K +1,755 New
72 73
74
75 76