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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWSA
2526
Global Wealth Strategies & Associates
Colorado
$36.3K – – –
UCB
2527
United Community Bank
South Carolina
$36.3K – – –
WPA
2528
Wealth Preservation Advisors
Tennessee
$36.1K +$29.5K +132 +357%
AT
2529
Arlington Trust
Alabama
$35.3K +$17.9K +80 +94%
POIA
2530
Pin Oak Investment Advisors
Texas
$35K +$36.2K +162 New
HHGA
2531
Halbert Hargrove Global Advisors
California
$34.8K – – –
CWP
2532
Clark Wealth Partners
Illinois
$34.2K -$2.24K -10 -6%
HIA
2533
Harbor Investment Advisory
Maryland
$34.2K -$17.9K -80 -33%
CGA
2534
Compound Global Advisors
Washington
$34.2K +$35.8K +160 New
TLFA
2535
True Link Financial Advisors
California
$33.5K +$35.1K +157 New
PWMG
2536
Private Wealth Management Group
New Jersey
$33.1K -$7.38K -33 -18%
MAM
2537
Marquette Asset Management
Minnesota
$33.1K – – –
CFS
2538
CGC Financial Services
Oregon
$32.5K – – –
GF
2539
GGM Financials
Ohio
$32.3K – – –
B
2540
Bayban
Minnesota
$32K – – –
1M
2541
1248 Management
Missouri
$31K +$32.4K +145 New
BH
2542
Burk Holdings
Oklahoma
$31K +$32.4K +145 New
MWPCG
2543
Measured Wealth Private Client Group
New Hampshire
$30.1K -$17K -76 -35%
EWP
2544
Elevation Wealth Partners
California
$29.7K -$894 -4 -3%
SC
2545
Steph & Co
Wisconsin
$28.2K -$23K -103 -44%
BGAI
2546
Bruce G. Allen Investments
Colorado
$28K -$1.34K -6 -4%
CFM
2547
Cornerstone Financial Management
Massachusetts
$28K +$4.25K +19 +17%
MPW
2548
MASECO Private Wealth
$27.8K – – –
UFPG
2549
United Financial Planning Group
New York
$27.6K +$24.6K +110 +579%
LB
2550
Legacy Bridge
Iowa
$27.3K – – –
100 101
102
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