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Applied Materials

Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
2176
Sumitomo Mitsui Financial Group
Japan
$36.6K -$444K -2,800 -93%
AWM
2177
AllSquare Wealth Management
New York
$36.4K – – –
KG
2178
Kilter Group
New York
$35.9K +$31.1K +196 New
DIP
2179
DT Investment Partners
Pennsylvania
$35.5K – – –
PSFG
2180
Park Square Financial Group
Georgia
$35.5K – – –
CFS
2181
CGC Financial Services
Oregon
$35.1K – – –
CPG
2182
Cornerstone Planning Group
New Jersey
$35.1K -$317 -2 -1%
EPIM
2183
Evelyn Partners Investment Management
$34.8K – – –
Loomis, Sayles & Company
2184
Loomis, Sayles & Company
Massachusetts
$34.1K -$15.5K -98 -35%
GG
2185
Gleason Group
Kentucky
$33.4K +$158 +1 +0.5%
TIM
2186
Total Investment Management
Arizona
$33.2K +$28.7K +181 New
TFGT
2187
TS Financial Group (TSFG)
Illinois
$33K +$158 +1 +0.6%
RA
2188
Rational Advisors
New York
$33K +$28.5K +180 New
HHMI
2189
Howard Hughes Medical Institute
Maryland
$32K +$27.7K +175 New
CBT
2190
Crews Bank & Trust
Florida
$31.3K – – –
AW
2191
Avion Wealth
Texas
$31K +$5.23K +33 +24%
MSFP
2192
Mark Sheptoff Financial Planning
Connecticut
$30.9K -$35.7K -225 -57%
FGC
2193
Financial Gravity Companies
Texas
$30.6K +$26.5K +167 New
MPW
2194
MASECO Private Wealth
$30.3K +$26.3K +166 New
FPB
2195
First PREMIER Bank
South Dakota
$30K – – –
CYG
2196
Clean Yield Group
Vermont
$29.5K – – –
RWM
2197
Raffa Wealth Management
District of Columbia
$26.4K – – –
SVCP
2198
Silicon Valley Capital Partners
California
$26K -$58.2K -367 -72%
MSWA
2199
Marshall & Sterling Wealth Advisors
New York
$26K +$1.27K +8 +6%
FFC
2200
First Financial Corp
Indiana
$24.9K – – –