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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WOSD
1876
WFA of San Diego
California
$663K – – –
BFG
1877
Beacon Financial Group
Texas
$661K +$5.05K +15 +0.8%
SWM
1878
Selective Wealth Management
Virginia
$660K -$4.37K -13 -0.7%
SWP
1879
Strategic Wealth Partners
Ohio
$655K +$7.06K +21 +1%
PWS
1880
Peterson Wealth Services
Utah
$655K +$266K +790 +70%
AGWCA
1881
Annis Gardner Whiting Capital Advisors
Florida
$654K +$11.8K +35 +2%
USWIA
1882
UP Strategic Wealth Investment Advisors
Pennsylvania
$653K – – –
OMIC
1883
Old Mission Investment Co
Michigan
$653K +$642K +1,910 New
UCB
1884
United Community Bank
South Carolina
$652K -$71K -211 -10%
RWA
1885
River Wealth Advisors
Pennsylvania
$652K +$8.07K +24 +1%
RPWA
1886
Regent Peak Wealth Advisors
Georgia
$651K +$11.4K +34 +2%
PA
1887
ProCore Advisors
California
$650K -$95.5K -284 -13%
IP
1888
Ignite Planners
California
$650K +$101K +301 +19%
NERM
1889
New England Research & Management
Illinois
$649K +$639K +1,900 New
WWM
1890
Whalen Wealth Management
Nevada
$648K +$638K +1,897 New
QFW
1891
QTR Family Wealth
Florida
$648K +$21.5K +64 +4%
IWM
1892
Iams Wealth Management
Nebraska
$647K +$637K +1,893 New
CCWM
1893
Cassaday & Co Wealth Management
Virginia
$646K +$332K +988 +110%
ANTB
1894
AMG National Trust Bank
Colorado
$646K +$41.4K +123 +7%
FC
1895
Financial Council
Maryland
$645K – – –
CWA
1896
Centennial Wealth Advisory
Michigan
$644K -$294K -874 -32%
BPFA
1897
Barnes Pettey Financial Advisors
Mississippi
$644K – – –
ONB
1898
Old National Bancorp
Indiana
$644K – – –
RRA
1899
Red Reef Advisors
Florida
$643K – – –
FFA
1900
Fi3 Financial Advisors
Indiana
$641K +$166K +493 +36%
74 75
76
77 78