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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1951
Souders Financial Advisors
Ohio
$245K -$28.1K -155 -11%
RPC
1952
Rossmore Private Capital
Connecticut
$245K – – –
UWP
1953
Uniting Wealth Partners
Kansas
$244K +$217K +1,194 New
MAM
1954
McLean Asset Management
Virginia
$244K +$197K +1,088 New
OL
1955
one8zero8 LLC
North Carolina
$243K -$11.8K -65 -5%
FCAS
1956
First Command Advisory Services
Texas
$243K – – –
LCM
1957
Lazari Capital Management
California
$242K -$1.27K -7 -0.6%
GLLW
1958
Graves Light Lenhart Wealth
Virginia
$241K – – –
SF
1959
Slagle Financial
Illinois
$240K +$544 +3 +0.3%
WA
1960
Wealthstream Advisors
New York
$240K +$12.2K +67 +6%
UWPG
1961
Ullmann Wealth Partners Group
Florida
$240K -$7.26K -40 -3%
RWB
1962
RMR Wealth Builders
New Jersey
$240K -$98.5K -543 -32%
BP
1963
BCK Partners
New York
$240K -$8.16K -45 -4%
KV
1964
Kickstand Ventures
New York
$239K – – –
CFS
1965
Commonwealth Financial Services
West Virginia
$239K +$5.26K +29 +3%
RFN
1966
Redwood Financial Network
Ohio
$239K -$72.4K -399 -25%
CT
1967
Coastline Trust
Rhode Island
$239K – – –
MAM
1968
McCarthy Asset Management
California
$238K +$363 +2 +0.2%
FWTB
1969
First Western Trust Bank
Colorado
$237K – – –
AWG
1970
Altus Wealth Group
Colorado
$237K -$39.2K -216 -16%
BLC
1971
Brown, Lisle/Cummings
Rhode Island
$236K – – –
CWA
1972
Consilio Wealth Advisors
Washington
$236K -$27.4K -151 -12%
HAC
1973
Harbor Advisory Corp
New Hampshire
$235K – – –
CT
1974
ClearAlpha Technologies
Connecticut
$235K +$209K +1,150 New
GSIAS
1975
Garden State Investment Advisory Services
New Jersey
$235K +$208K +1,146 New
77 78
79
80 81