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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1701
FSM Wealth Advisors
Ohio
$353K +$5.32K +29 +2%
LA
1702
Latitude Advisors
Florida
$353K -$45.9K -250 -13%
BONH
1703
Bank of New Hampshire
New Hampshire
$349K -$1.83K -10 -0.6%
RPWA
1704
Regent Peak Wealth Advisors
Georgia
$349K -$8.62K -47 -3%
9WM
1705
9258 Wealth Management
Ohio
$345K -$14.3K -78 -4%
HAS
1706
HBW Advisory Services
California
$345K – – –
MWP
1707
Madison Wealth Partners
Wisconsin
$345K +$183 +1 +0.1%
CAIMH
1708
Central Asset Investments & Management Holdings
Hong Kong
$342K -$328K -1,790 -52%
IAS
1709
Investment Advisory Services
Texas
$342K +$41.8K +228 +16%
HIP
1710
Harrell Investment Partners
Texas
$340K – – –
PWLP
1711
Prio Wealth Limited Partnership
Massachusetts
$340K +$303K +1,650 New
MFG
1712
Mosaic Financial Group
Illinois
$340K +$303K +1,650 New
NAG
1713
Northstar Advisory Group
New Jersey
$339K +$302K +1,645 New
BWM
1714
BCS Wealth Management
Tennessee
$339K +$183 +1 +0.1%
HTC
1715
Haverford Trust Company
Pennsylvania
$338K – – –
IWA
1716
Icon Wealth Advisors
Texas
$338K +$7.52K +41 +3%
RS
1717
Rakuten Securities
Japan
$338K +$38.2K +208 +15%
LC
1718
LCNB Corp
Ohio
$338K – – –
AO
1719
Advisor OS
Illinois
$337K +$300K +1,633 New
B
1720
BetterWealth
California
$337K -$16.3K -89 -5%
PGA
1721
Portland Global Advisors
Maine
$336K – – –
EIP
1722
Ellis Investment Partners
Pennsylvania
$335K +$367 +2 +0.1%
GF
1723
Gries Financial
Ohio
$335K +$30.6K +167 +11%
FIA
1724
Foundations Investment Advisors
Arizona
$333K -$6.61K -36 -2%
PWMA
1725
Pension & Wealth Management Advisors
Massachusetts
$332K – – –
67 68
69
70 71