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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1926
Center for Financial Planning
Michigan
$30.6K – – –
RWM
1927
Raffa Wealth Management
District of Columbia
$29.3K – – –
FRA
1928
Front Row Advisors
California
$29.2K -$55.4K -377 -68%
GG
1929
Gleason Group
Kentucky
$29.2K – – –
AWM
1930
Abound Wealth Management
Tennessee
$28.1K +$1.03K +7 +4%
FGAM
1931
Financial Gravity Asset Management
Texas
$28.1K +$25.4K +173 New
AEPWM
1932
Atlantic Edge Private Wealth Management
Florida
$27.2K +$24.7K +168 New
CPG
1933
Cornerstone Planning Group
New Jersey
$26.9K -$294 -2 -1%
BC
1934
Belmont Capital
California
$26.1K – – –
UFF
1935
USA Financial Formulas
Michigan
$25.9K -$350K -2,383 -94%
FA
1936
Financial Avengers
California
$25.8K – – –
OP
1937
ORG Partners
Indiana
$25.5K -$3.53K -24 -13%
AAG
1938
Armstrong Advisory Group
Massachusetts
$25.3K – – –
CJ
1939
Caitlin John
Michigan
$24.4K +$22.2K +151 New
BLC
1940
Brown, Lisle/Cummings
Rhode Island
$24.3K – – –
CWM
1941
CarsonAllaria Wealth Management
Illinois
$24.3K – – –
QL
1942
Quarry LP
New York
$22.7K +$10.6K +72 +106%
MTIC
1943
Missouri Trust & Investment Company
Missouri
$21.9K +$14.7K +100 +286%
S
1944
Sachetta
Massachusetts
$21.2K +$19.2K +131 New
KSWA
1945
Kathleen S. Wright Associates
Pennsylvania
$21.2K +$19.2K +131 New
GWMIA
1946
Global Wealth Management Investment Advisory
Florida
$21.1K -$14.7K -100 -43%
LIWM
1947
Long Island Wealth Management
New York
$21K +$18.8K +128 New
AS
1948
Altshuler Shaham
Israel
$20.6K -$980K -6,673 -98%
FPB
1949
First PREMIER Bank
South Dakota
$20K +$3.53K +24 +24%
OLVIG
1950
Oliver Lagore Vanvalin Investment Group
Michigan
$19.6K – – –
76 77
78
79 80