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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIP
1526
Harrell Investment Partners
Texas
$217K – – –
ODFS
1527
O'Donnell Financial Services
California
$217K – – –
HI
1528
Harper Investing
California
$217K +$226K +1,643 New
PWAG
1529
Polaris Wealth Advisory Group
California
$216K – – –
AC
1530
ASB Consultores
Florida
$215K -$96.5K -701 -30%
LW
1531
Linscomb Wealth
Texas
$215K -$138 -1 -0.1%
LC
1532
LCNB Corp
Ohio
$215K +$225K +1,632 New
CB
1533
CNB Bank
Pennsylvania
$214K – – –
HHGA
1534
Halbert Hargrove Global Advisors
California
$212K -$688 -5 -0.3%
ANTB
1535
AMG National Trust Bank
Colorado
$212K – – –
TCM
1536
Triumph Capital Management
Colorado
$212K +$221K +1,607 New
SC
1537
Soundwatch Capital
Connecticut
$211K -$121K -878 -35%
IWP
1538
Icon Wealth Partners
Texas
$211K – – –
LW
1539
Libra Wealth
California
$211K – – –
MTC
1540
McDaniel Terry & Co
Texas
$211K – – –
OCM
1541
Orleans Capital Management
Louisiana
$211K – – –
PGA
1542
Portland Global Advisors
Maine
$211K – – –
C
1543
Covestor
United Kingdom
$211K +$78.2K +568 +55%
AT
1544
Arden Trust
Delaware
$210K -$128K -930 -37%
RFG
1545
Range Financial Group
Oregon
$210K -$32.2K -234 -13%
EIP
1546
Ellis Investment Partners
Pennsylvania
$210K +$413 +3 +0.2%
PWM
1547
PRW Wealth Management
Massachusetts
$208K -$34.6K -251 -14%
CPA
1548
Capital Planning Advisors
California
$206K -$43.4K -315 -17%
SPWM
1549
Straight Path Wealth Management
Michigan
$206K – – –
FH
1550
FWG Holdings
Florida
$205K -$57K -414 -21%
60 61
62
63 64