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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
2651
Texas Capital Bank Wealth Management Services
Texas
$205K +$202K +601 New
LPT
2652
Legacy Private Trust
Wisconsin
$205K -$1.02M -3,018 -83%
PWM
2653
Parkway Wealth Management
Texas
$205K +$174K +516 New
BFA
2654
Brendel Financial Advisors
New Hampshire
$205K +$202K +600 New
GHAM
2655
Gilman Hill Asset Management
Connecticut
$205K +$202K +600 New
GSCM
2656
Greenfield Seitz Capital Management
Texas
$205K +$202K +600 New
LWPC
2657
Legacy Wealth Partners (Colorado)
Colorado
$205K +$202K +600 New
SMH
2658
Sanders Morris Harris
Texas
$205K +$202K +600 New
BMC
2659
Beaton Management Company
Massachusetts
$205K +$202K +600 New
XSC
2660
X-Square Capital
Puerto Rico
$205K +$202K +600 New
IIA
2661
ICW Investment Advisors
Arizona
$205K +$201K +599 New
GPWA
2662
Great Point Wealth Advisors
Massachusetts
$204K +$201K +597 New
KCPT
2663
Kingstone Capital Partners Texas
Texas
$204K +$200K +596 New
IAA
2664
Ironsides Asset Advisors
North Carolina
$203K +$200K +594 New
FA
2665
FF Advisors
California
$203K +$169K +502 New
AWM
2666
Avondale Wealth Management
Texas
$202K +$199K +592 New
OAS
2667
Optivise Advisory Services
Tennessee
$202K +$199K +591 New
BIA
2668
Bell Investment Advisors
California
$198K +$1.01K +3 +0.5%
TFM
2669
TFC Financial Management
Massachusetts
$197K +$1.35K +4 +0.7%
BTD
2670
BankPlus Trust Department
Mississippi
$189K – – –
AFG
2671
Albion Financial Group
Utah
$187K – – –
TWM
2672
TopTier Wealth Management
Wisconsin
$184K +$181K +537 New
RFG
2673
REAP Financial Group
Texas
$182K +$21.9K +65 +14%
PWMG
2674
Private Wealth Management Group
New Jersey
$181K +$8.41K +25 +5%
HFS
2675
Hughes Financial Services
Virginia
$180K +$10.4K +31 +6%
105 106
107
108 109