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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
2026
Horst & Graben Wealth Management
Oregon
$528K +$9.08K +27 +2%
CWM
2027
Centurion Wealth Management
Virginia
$527K +$57.9K +172 +13%
DLA
2028
Douglas Lane & Associates
New York
$526K -$253K -753 -33%
BW
2029
Basepoint Wealth
Iowa
$524K +$2.69K +8 +0.5%
LT
2030
Legacy Trust
Michigan
$524K +$516K +1,533 New
KW
2031
Keyvantage Wealth
Pennsylvania
$524K +$673 +2 +0.1%
CAL
2032
Capital Analysts LLC
Pennsylvania
$523K – – –
CSPIA
2033
Cary Street Partners Investment Advisory
Virginia
$522K +$136K +405 +36%
KW
2034
KWB Wealth
California
$521K – – –
MMG
2035
Monetary Management Group
Missouri
$521K – – –
WIM
2036
Warwick Investment Management
Texas
$519K +$19.8K +59 +4%
EW
2037
Element Wealth
Mississippi
$519K -$19.2K -57 -4%
PCMN
2038
Paradigm Capital Management (Nevada)
Nevada
$518K – – –
JCM
2039
Jacobsen Capital Management
Utah
$518K +$5.05K +15 +1%
APM
2040
a16z Perennial Management
California
$517K -$64.9K -193 -11%
TPWA
2041
Twin Peaks Wealth Advisors
California
$515K -$17.5K -52 -3%
NRC
2042
New Republic Capital
North Carolina
$514K -$56.2K -167 -10%
NFSG
2043
Newbridge Financial Services Group
Florida
$512K +$21.5K +64 +4%
CAWM
2044
Capital Advisors Wealth Management
Washington
$512K -$1.68K -5 -0.3%
FMII
2045
Farmers & Merchants Investments Inc
Nebraska
$512K +$9.42K +28 +2%
KFGK
2046
Keystone Financial Group (Kentucky)
Kentucky
$511K -$9.76K -29 -2%
TFA
2047
Transamerica Financial Advisors
Florida
$509K +$336K +1,000 +204%
WSA
2048
Warm Springs Advisors
California
$508K – – –
WWG
2049
West Wealth Group
California
$508K +$2.69K +8 +0.5%
BT
2050
Banque Transatlantique
France
$507K -$302K -898 -38%
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