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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1851
Professional Financial Advisors
Nebraska
$208K +$1.68K +10 +0.7%
PIA
1852
Perennial Investment Advisors
California
$208K -$26.2K -156 -10%
RCG
1853
Regatta Capital Group
California
$208K +$241K +1,431 New
DA
1854
Dash Acquisitions
California
$208K – – –
CSPIA
1855
Cary Street Partners Investment Advisory
Virginia
$208K +$28.8K +171 +14%
HFBOT
1856
Home Federal Bank of Tennessee
Tennessee
$207K – – –
PWA
1857
Provenance Wealth Advisors
Florida
$207K – – –
B
1858
BetterWealth
California
$206K -$14.3K -85 -6%
OC
1859
Oarsman Capital
Wisconsin
$205K -$33.6K -200 -12%
CWM
1860
Castle Wealth Management
Florida
$204K – – –
CWMK
1861
Caliber Wealth Management (Kansas)
Kansas
$203K +$235K +1,399 New
HI
1862
Harper Investing
California
$202K -$251K -1,495 -52%
MIM
1863
MTM Investment Management
South Carolina
$201K – – –
MAWA
1864
Moss Adams Wealth Advisors
Washington
$201K -$2.69K -16 -1%
RFP
1865
Root Financial Partners
California
$201K -$11.4K -68 -5%
NFP
1866
Narus Financial Partners
Utah
$200K +$232K +1,381 New
WA
1867
Wealth Alliance
New York
$200K -$71K -422 -23%
VCM
1868
Virtue Capital Management
Tennessee
$200K -$137K -815 -37%
WB
1869
Webster Bank
Connecticut
$198K – – –
SSB
1870
Sandy Spring Bank
Maryland
$198K -$6.05K -36 -3%
ITIM
1871
Indiana Trust & Investment Management
Indiana
$196K -$115K -685 -34%
TFIPS
1872
Towarzystwo Funduszy Inwestycyjnych PZU SA
$196K -$15.1K -90 -6%
AA
1873
Addison Advisors
Vermont
$194K +$1.51K +9 +0.7%
MRG
1874
Milestone Resources Group
British Virgin Islands
$194K – – –
GGI
1875
Godsey & Gibb Inc
Virginia
$184K – – –
73 74
75
76 77