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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SEEDPG
1226
S.E.E.D. Planning Group
New York
$2.34M -$937K -2,785 -29%
HFA
1227
Hershey Financial Advisers
Pennsylvania
$2.33M +$117K +347 +5%
MPWT
1228
MassMutual Private Wealth & Trust
Connecticut
$2.33M -$161K -480 -7%
RCAG
1229
Rehmann Capital Advisory Group
Michigan
$2.32M +$91.8K +273 +4%
HCM
1230
Highview Capital Management
Illinois
$2.31M +$2.27M +6,760 New
WF
1231
Welch & Forbes
Massachusetts
$2.3M – – –
RZH
1232
Relyea Zuckerberg Hanson
Connecticut
$2.3M +$119K +354 +6%
BONH
1233
Bank of New Hampshire
New Hampshire
$2.29M -$146K -434 -6%
LFA
1234
Legacy Financial Advisors
Kentucky
$2.29M +$371K +1,104 +20%
PPWM
1235
Paragon Private Wealth Management
Kentucky
$2.29M +$71.6K +213 +3%
BHWM
1236
Bar Harbor Wealth Management
New Hampshire
$2.28M -$52.8K -157 -2%
WCA
1237
Westover Capital Advisors
Delaware
$2.28M +$185K +550 +9%
MNBTD
1238
Moody National Bank Trust Division
Texas
$2.27M -$50.1K -149 -2%
EI
1239
Ellevest Inc
New York
$2.27M +$4.71K +14 +0.2%
AMG
1240
Advisors Management Group
Wisconsin
$2.27M -$1.33M -3,961 -37%
RWB
1241
RMR Wealth Builders
New Jersey
$2.27M +$1.83M +5,429 +449%
BHPW
1242
Beverly Hills Private Wealth
California
$2.27M +$13.8K +41 +0.6%
DAM
1243
Davis Asset Management
California
$2.26M +$2.23M +6,626 New
OWP
1244
Obermeyer Wealth Partners
Colorado
$2.26M +$168K +500 +8%
BRWA
1245
B. Riley Wealth Advisors
Florida
$2.26M -$1.82M -5,405 -44%
MSFS
1246
Main Street Financial Solutions
Pennsylvania
$2.25M +$1.26M +3,757 +133%
PPWP
1247
Premier Path Wealth Partners
New Jersey
$2.25M +$286K +850 +15%
BAM
1248
Byrne Asset Management
New Jersey
$2.24M -$852K -2,534 -28%
OFS
1249
Orrstown Financial Services
Pennsylvania
$2.22M -$326K -970 -13%
PWPS
1250
Pinnacle Wealth Planning Services
Ohio
$2.22M +$34.6K +103 +2%
48 49
50
51 52