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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
1926
Financial Insights
Washington
$256K -$122K -671 -35%
BCG
1927
Bravias Capital Group
New Jersey
$256K -$3.81K -21 -2%
AWM
1928
Avaii Wealth Management
Wisconsin
$255K -$5.26K -29 -2%
GP
1929
Guardian Partners
Canada
$255K +$213K +1,173 New
BTWM
1930
Brass Tax Wealth Management
Ohio
$255K -$9.8K -54 -4%
WAOI
1931
Wealth Advisors of Iowa
Iowa
$255K – – –
CA
1932
Continuum Advisory
Idaho
$253K -$100K -553 -31%
CIP
1933
Convergence Investment Partners
Florida
$253K -$1.63K -9 -0.7%
OWA
1934
Outlook Wealth Advisors
Texas
$252K +$8.53K +47 +4%
NWMG
1935
National Wealth Management Group
Ohio
$251K -$29K -160 -12%
MBTD
1936
Mechanics Bank - Trust Department
California
$251K – – –
LA
1937
Latitude Advisors
Florida
$250K -$15.6K -86 -7%
LF
1938
Lantz Financial
Illinois
$250K +$16.3K +90 +8%
BTWM
1939
Baker Tilly Wealth Management
Wisconsin
$248K -$9.07K -50 -4%
FSA
1940
Financial Security Advisor
Virginia
$248K +$3.08K +17 +1%
SL
1941
Sentinus LLC
Illinois
$248K -$5.26K -29 -2%
TC
1942
TFR Capital
Texas
$248K -$5.26K -29 -2%
FHC
1943
First Horizon Corporation
Tennessee
$247K +$218K +1,204 New
TIP
1944
Torray Investment Partners
Maryland
$246K -$5.52M -30,420 -96%
PL
1945
Parthenon LLC
Kentucky
$246K – – –
SCA
1946
Sulzberger Capital Advisors
Florida
$246K – – –
SSW
1947
Stone Summit Wealth
Florida
$246K +$218K +1,200 New
CFP
1948
Cascade Financial Partners
California
$245K – – –
YWS
1949
Yarger Wealth Strategies
Ohio
$245K +$3.63K +20 +2%
SAM
1950
Sequent Asset Management
Texas
$245K +$217K +1,197 New
76 77
78
79 80