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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
W
2026
WealthCollab
Washington
$76.8K – – –
IWP
2027
IAG Wealth Partners
Wisconsin
$75.2K +$181 +1 +0.2%
HI
2028
Hoey Investments
Pennsylvania
$72.5K +$9.61K +53 +13%
OP
2029
ORG Partners
Indiana
$72.1K +$64K +353 +392%
BCMLT
2030
Beacon Capital Management LLC (Tennessee)
Tennessee
$71.4K -$2.54K -14 -3%
ADL
2031
Asset Dedication LLC
California
$68.3K +$906 +5 +1%
FFO
2032
Fortitude Family Office
Arizona
$67.2K – – –
AA
2033
AlphaMark Advisors
Kentucky
$67K +$25.4K +140 +51%
RS
2034
R Squared
Hong Kong
$66.7K +$74.3K +410 New
GWSA
2035
Global Wealth Strategies & Associates
Colorado
$65.1K – – –
HFS
2036
Horizon Financial Services
North Carolina
$65.1K – – –
TIM
2037
Tortoise Investment Management
New York
$65.1K – – –
CWC
2038
Carolinas Wealth Consulting
North Carolina
$64.4K -$51.3K -283 -42%
ME
2039
McIlrath & Eck
Washington
$64.4K – – –
KFI
2040
Key Financial Inc
Pennsylvania
$62.5K +$8.7K +48 +14%
RWS
2041
Retirement Wealth Solutions
Wisconsin
$62.2K +$65.8K +363 New
VC
2042
Vestor Capital
Illinois
$62K +$181 +1 +0.3%
FCG
2043
Financial Connections Group
California
$61K – – –
HNW
2044
High Note Wealth
Minnesota
$60.8K +$67.8K +374 New
VWA
2045
Valued Wealth Advisors
Utah
$59.9K +$8.88K +49 +15%
CWM
2046
Cedar Wealth Management
California
$58K – – –
FDCP
2047
Foster Dykema Cabot & Partners
Massachusetts
$57.6K -$12K -66 -16%
IFS
2048
Intelligent Financial Strategies
Minnesota
$56.8K – – –
BC
2049
Bayforest Capital
United Kingdom
$56.6K +$63.1K +348 New
FLP
2050
Financial Life Planners
Arizona
$56.2K +$62.5K +345 New
80 81
82
83 84