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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1776
Mindset Wealth Management
Indiana
$300K – – –
OC
1777
Oarsman Capital
Wisconsin
$300K +$35.7K +225 +16%
CC
1778
Corton Capital
Ontario, Canada
$300K +$259K +1,636 New
MIM
1779
Morningstar Investment Management
Illinois
$299K +$259K +1,632 New
LC
1780
LCNB Corp
Ohio
$298K -$1.9K -12 -0.7%
LWCFA
1781
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K -$4.37M -27,565 -94%
NPFS
1782
Novak & Powell Financial Services
Florida
$297K -$7.76K -49 -3%
BAM
1783
Broyhill Asset Management
North Carolina
$297K – – –
WMA
1784
Wealth Management Associates
New Jersey
$296K +$13.3K +84 +5%
KW
1785
Keyvantage Wealth
Pennsylvania
$295K -$13K -82 -5%
AWM
1786
Ariadne Wealth Management
California
$295K +$6.02K +38 +3%
PWMA
1787
Pension & Wealth Management Advisors
Massachusetts
$295K – – –
AT
1788
Arlington Trust
Alabama
$294K +$13.6K +86 +6%
EWA
1789
Encompass Wealth Advisors
Oregon
$293K +$8.4K +53 +3%
PR
1790
Payden & Rygel
California
$293K – – –
RFP
1791
Root Financial Partners
California
$293K +$34.5K +218 +16%
HCM
1792
Hodges Capital Management
Texas
$293K -$3.96K -25 -2%
LW
1793
Libra Wealth
California
$293K – – –
WP
1794
WealthShield Partners
North Carolina
$293K +$253K +1,599 New
EAM
1795
Empirical Asset Management
Massachusetts
$293K +$253K +1,599 New
PSP
1796
Principal Street Partners
Tennessee
$292K +$253K +1,596 New
TLP
1797
Trinity Legacy Partners
Texas
$292K +$317 +2 +0.1%
FH
1798
FWG Holdings
Florida
$291K +$2.85K +18 +1%
USWIA
1799
UP Strategic Wealth Investment Advisors
Pennsylvania
$291K +$252K +1,590 New
PS
1800
Planned Solutions
California
$291K +$252K +1,590 New
70 71
72
73 74