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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1926
Ransom Advisory
Rhode Island
$87.1K – – –
CB
1927
CNB Bank
Pennsylvania
$83.4K – – –
CFFP
1928
Center for Financial Planning
Michigan
$82.9K +$46.2K +275 +93%
TFM
1929
TFC Financial Management
Massachusetts
$82.9K +$50.4K +300 +111%
KSWA
1930
Kathleen S. Wright Associates
Pennsylvania
$82.7K +$168 +1 +0.2%
EPIMS
1931
Evelyn Partners Investment Management Services
$81K +$3.87K +23 +4%
CIR
1932
Clear Investment Research
Georgia
$80.5K – – –
RF
1933
Rossby Financial
Florida
$79.9K +$88.6K +527 New
OW
1934
Olistico Wealth
Oklahoma
$79.8K – – –
PWMG
1935
Private Wealth Management Group
New Jersey
$79.1K -$2.86K -17 -3%
LI
1936
LRI Investments
Florida
$78.3K -$28.8K -171 -24%
RWM
1937
Rialto Wealth Management
New York
$77.9K +$2.19K +13 +2%
RA
1938
Rise Advisors
New York
$73.9K +$5.04K +30 +6%
SVCP
1939
Silicon Valley Capital Partners
California
$73.8K +$168 +1 +0.2%
SO
1940
Sierra Ocean
California
$73.1K +$5.21K +31 +7%
TCM
1941
Tradewinds Capital Management
Washington
$72.6K -$12.8K -76 -13%
PAG
1942
Paladin Advisory Group
Iowa
$72.6K – – –
GKIM
1943
GW&K Investment Management
Massachusetts
$72K +$2.02K +12 +2%
HFS
1944
Hughes Financial Services
Virginia
$71.7K +$82.7K +492 New
OWA
1945
Opal Wealth Advisors
New York
$69.9K +$81.1K +482 New
WPA
1946
West Paces Advisors
Georgia
$69.5K – – –
W
1947
WealthCollab
Washington
$69.2K +$841 +5 +1%
BIA
1948
Bell Investment Advisors
California
$68.1K +$21.9K +130 +38%
RCM
1949
Raleigh Capital Management
North Carolina
$67.9K -$301K -1,787 -79%
PPC
1950
Park Place Capital
Alabama
$67.3K +$25.7K +153 +49%
76 77
78
79 80