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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2026
Accel Wealth Management
Iowa
$208K +$190K +883 New
WA
2027
Wealthstream Advisors
New York
$208K +$189K +879 New
SP
2028
Stonebrook Private
Michigan
$208K +$189K +879 New
FIM
2029
Fernwood Investment Management
Massachusetts
$207K +$13.3K +62 +8%
WAM
2030
Weatherly Asset Management
California
$207K +$188K +877 New
CWG
2031
Crown Wealth Group
North Carolina
$206K +$188K +875 New
DLA
2032
Douglas Lane & Associates
New York
$206K +$188K +875 New
PFA
2033
Pathway Financial Advisers
Indiana
$206K +$24.7K +115 +15%
CBFP
2034
Cedar Brook Financial Partners
Ohio
$206K -$47.4K -221 -20%
AWA
2035
Aletheian Wealth Advisors
Washington
$206K +$187K +873 New
LEA
2036
Legacy Edge Advisors
New York
$206K +$187K +871 New
KFS
2037
Kelly Financial Services
Massachusetts
$205K +$429 +2 +0.2%
CSC
2038
Caldwell Sutter Capital
California
$204K +$14K +65 +8%
NFP
2039
Narus Financial Partners
Utah
$204K +$186K +865 New
ISWM
2040
Independent Solutions Wealth Management
New York
$204K +$185K +864 New
MWM
2041
Moran Wealth Management
Florida
$203K +$185K +862 New
TCOT
2042
Trust Company of Toledo
Ohio
$203K +$185K +861 New
BL
2043
Balentine LLC
Georgia
$203K -$4.54M -21,147 -96%
BA
2044
Ballew Advisors
Mississippi
$202K +$176K +822 New
HDIM
2045
Hanson & Doremus Investment Management
Vermont
$201K – – –
EBA
2046
Eagle Bay Advisors
New York
$200K -$88.4K -412 -33%
CA
2047
Continuum Advisory
Idaho
$195K +$8.16K +38 +5%
C
2048
Covestor
United Kingdom
$191K -$9.66K -45 -5%
1IA
2049
1620 Investment Advisors
Massachusetts
$191K +$173K +808 New
B
2050
Birchbrook
Maine
$189K – – –
80 81
82
83 84