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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2526
Kozak & Associates
Colorado
$364K – – –
AW
2527
Alchemi Wealth
Connecticut
$364K +$255K +839 New
VP
2528
Verum Partners
North Carolina
$363K +$254K +837 New
MWM
2529
Maripau Wealth Management
Indiana
$361K +$253K +833 New
WAU
2530
Wellington-Altus USA
Manitoba, Canada
$360K +$144K +476 +39%
LWM
2531
Laidlaw Wealth Management
New York
$360K +$252K +831 New
CAL
2532
Capital Analysts LLC
Pennsylvania
$358K +$238K +783 +1,780%
JMA
2533
J.M. Arbour
Maine
$357K +$250K +825 New
SCM
2534
Sunbeam Capital Management
Georgia
$357K +$250K +823 New
LCG
2535
Lynx Capital Group
Ohio
$357K +$250K +823 New
TF
2536
Tenzing Financial
Virginia
$357K +$10.3K +34 +3%
AEPWM
2537
Atlantic Edge Private Wealth Management
Florida
$355K +$6.07K +20 +3%
TFP
2538
Tilia Fiduciary Partners
North Carolina
$355K +$249K +820 New
SWP
2539
Semus Wealth Partners
Florida
$355K +$249K +820 New
IF
2540
Intrua Financial
Texas
$354K -$145K -478 -37%
WF
2541
Welch & Forbes
Massachusetts
$354K +$248K +817 New
CCM
2542
Causeway Capital Management
California
$354K +$248K +816 New
OWCM
2543
One Wealth Capital Management
Arizona
$354K +$248K +816 New
FFA
2544
Frazier Financial Advisors
Ohio
$353K +$12.8K +42 +5%
PS
2545
Portfolio Strategies
New York
$353K +$247K +814 New
OWM
2546
OneAscent Wealth Management
Alabama
$352K -$82.9K -273 -25%
AWA
2547
A4 Wealth Advisors
North Carolina
$351K -$93.8K -309 -28%
SWA
2548
SFMG Wealth Advisors
Texas
$350K +$246K +809 New
KRW
2549
Kaufman Rossin Wealth
Florida
$350K -$3.64K -12 -1%
GTWM
2550
Global Trust Wealth Management
Florida
$349K -$137K -450 -36%
100 101
102
103 104