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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1701
Sage Rhino Capital
California
$354K -$550 -3 -0.2%
FWA
1702
FSM Wealth Advisors
Ohio
$353K +$5.32K +29 +2%
LA
1703
Latitude Advisors
Florida
$353K -$45.9K -250 -13%
BONH
1704
Bank of New Hampshire
New Hampshire
$349K -$1.83K -10 -0.6%
RPWA
1705
Regent Peak Wealth Advisors
Georgia
$349K -$8.62K -47 -3%
9WM
1706
9258 Wealth Management
Ohio
$345K -$14.3K -78 -4%
HAS
1707
HBW Advisory Services
California
$345K – – –
MWP
1708
Madison Wealth Partners
Wisconsin
$345K +$183 +1 +0.1%
CAIMH
1709
Central Asset Investments & Management Holdings
Hong Kong
$342K -$328K -1,790 -52%
IAS
1710
Investment Advisory Services
Texas
$342K +$41.8K +228 +16%
HIP
1711
Harrell Investment Partners
Texas
$340K – – –
PWLP
1712
Prio Wealth Limited Partnership
Massachusetts
$340K +$303K +1,650 New
MFG
1713
Mosaic Financial Group
Illinois
$340K +$303K +1,650 New
NAG
1714
Northstar Advisory Group
New Jersey
$339K +$302K +1,645 New
BWM
1715
BCS Wealth Management
Tennessee
$339K +$183 +1 +0.1%
HTC
1716
Haverford Trust Company
Pennsylvania
$338K – – –
IWA
1717
Icon Wealth Advisors
Texas
$338K +$7.52K +41 +3%
RS
1718
Rakuten Securities
Japan
$338K +$38.2K +208 +15%
LC
1719
LCNB Corp
Ohio
$338K – – –
AO
1720
Advisor OS
Illinois
$337K +$300K +1,633 New
B
1721
BetterWealth
California
$337K -$16.3K -89 -5%
PGA
1722
Portland Global Advisors
Maine
$336K – – –
EIP
1723
Ellis Investment Partners
Pennsylvania
$335K +$367 +2 +0.1%
GF
1724
Gries Financial
Ohio
$335K +$30.6K +167 +11%
FIA
1725
Foundations Investment Advisors
Arizona
$333K -$6.61K -36 -2%
67 68
69
70 71