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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
SSW
1951
Stone Summit Wealth
Florida
$246K +$218K +1,200 New
CFP
1952
Cascade Financial Partners
California
$245K – – –
YWS
1953
Yarger Wealth Strategies
Ohio
$245K +$3.63K +20 +2%
SAM
1954
Sequent Asset Management
Texas
$245K +$217K +1,197 New
SFA
1955
Souders Financial Advisors
Ohio
$245K -$28.1K -155 -11%
RPC
1956
Rossmore Private Capital
Connecticut
$245K – – –
UWP
1957
Uniting Wealth Partners
Kansas
$244K +$217K +1,194 New
MAM
1958
McLean Asset Management
Virginia
$244K +$197K +1,088 New
OL
1959
one8zero8 LLC
North Carolina
$243K -$11.8K -65 -5%
FCAS
1960
First Command Advisory Services
Texas
$243K – – –
LCM
1961
Lazari Capital Management
California
$242K -$1.27K -7 -0.6%
GLLW
1962
Graves Light Lenhart Wealth
Virginia
$241K – – –
SF
1963
Slagle Financial
Illinois
$240K +$544 +3 +0.3%
WA
1964
Wealthstream Advisors
New York
$240K +$12.2K +67 +6%
UWPG
1965
Ullmann Wealth Partners Group
Florida
$240K -$7.26K -40 -3%
RWB
1966
RMR Wealth Builders
New Jersey
$240K -$98.5K -543 -32%
BP
1967
BCK Partners
New York
$240K -$8.16K -45 -4%
KV
1968
Kickstand Ventures
New York
$239K – – –
CFS
1969
Commonwealth Financial Services
West Virginia
$239K +$5.26K +29 +3%
RFN
1970
Redwood Financial Network
Ohio
$239K -$72.4K -399 -25%
CT
1971
Coastline Trust
Rhode Island
$239K – – –
MAM
1972
McCarthy Asset Management
California
$238K +$363 +2 +0.2%
FWTB
1973
First Western Trust Bank
Colorado
$237K – – –
AWG
1974
Altus Wealth Group
Colorado
$237K -$39.2K -216 -16%
BLC
1975
Brown, Lisle/Cummings
Rhode Island
$236K – – –