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Applied Materials
AMAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1851
Parcion Private Wealth
Washington
$241K +$245K +1,193 New
RPC
1852
Rossmore Private Capital
Connecticut
$240K – – –
SFCL
1853
Strengthening Families & Communities LLC
Massachusetts
$239K – – –
PWLP
1854
Prio Wealth Limited Partnership
Massachusetts
$239K – – –
WFI
1855
West Family Investments
California
$239K -$44.3K -216 -15%
WFA
1856
Wellspring Financial Advisors
Ohio
$239K -$1.64K -8 -0.7%
EB
1857
Exchange Bank
California
$238K +$242K +1,180 New
OWA
1858
Outlook Wealth Advisors
Texas
$238K -$3.9K -19 -2%
NFP
1859
Narus Financial Partners
Utah
$238K +$64.4K +314 +36%
RWM
1860
RKL Wealth Management
Pennsylvania
$238K -$6.56K -32 -3%
FCAS
1861
First Command Advisory Services
Texas
$238K +$2.05K +10 +0.9%
CWA
1862
Clarus Wealth Advisors
Arizona
$237K +$33.6K +164 +16%
MC
1863
Mathes Company
New York
$237K – – –
GFG
1864
Goldstone Financial Group
Illinois
$237K +$23.6K +115 +11%
HI
1865
Humankind Investments
New York
$237K +$16.6K +81 +7%
DOA
1866
D'Orazio & Associates
Virginia
$237K -$8.2K -40 -3%
WGC
1867
Watts Gwilliam & Co
Arizona
$236K +$241K +1,174 New
A
1868
AlphaQuest
New York
$235K -$238K -1,160 -50%
ACM
1869
Avalon Capital Management
California
$235K -$33.8K -165 -12%
SF
1870
Slagle Financial
Illinois
$234K +$615 +3 +0.3%
JCM
1871
Jacobsen Capital Management
Utah
$234K -$11.3K -55 -5%
LA
1872
LexAurum Advisors
Kansas
$233K – – –
AWM
1873
Avior Wealth Management
Nebraska
$233K -$5.13K -25 -2%
MAM
1874
McCarthy Asset Management
California
$233K +$410 +2 +0.2%
CWM
1875
Connecticut Wealth Management
Connecticut
$233K -$57.6K -281 -20%
73 74
75
76 77