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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2576
Pinnacle Family Advisors
Missouri
$325K +$228K +750 New
PCTC
2577
Perkins Coie Trust Company
Washington
$325K – – –
FMWA
2578
Forvis Mazars Wealth Advisors
Missouri
$325K +$227K +749 New
SIS
2579
Sound Income Strategies
Florida
$324K +$107K +351 +89%
GRA
2580
Golden Road Advisors
Florida
$324K +$227K +747 New
PB
2581
Prosperity Bancshares
Texas
$323K +$12.8K +42 +6%
NWM
2582
Navigate Wealth Management
Alabama
$323K – – –
MWP
2583
Meridian Wealth Partners
Pennsylvania
$322K +$225K +742 New
IRAG
2584
Investment Research & Advisory Group
Georgia
$321K +$6.98K +23 +3%
AC
2585
ASB Consultores
Florida
$321K – – –
MAG
2586
M3 Advisory Group
Massachusetts
$321K +$225K +740 New
SAS
2587
Stelac Advisory Services
New York
$320K – – –
LC
2588
Landaas & Company
Wisconsin
$320K +$224K +739 New
PF
2589
PlanVest Financial
Maryland
$318K +$56.2K +185 +34%
TIAM2
2590
Tru Independence Asset Management 2
Oregon
$318K +$223K +734 New
PWP
2591
Parkwoods Wealth Partners
New York
$318K +$223K +734 New
OBWG
2592
Onyx Bridge Wealth Group
New York
$318K +$223K +734 New
CWMA
2593
Capstone Wealth Management (Alabama)
Alabama
$318K +$223K +733 New
SFP
2594
Strategic Financial Partners
Oregon
$317K +$222K +732 New
BPW
2595
BlueDoor Private Wealth
Massachusetts
$317K +$222K +732 New
HWA
2596
Heritage Wealth Advisors
Virginia
$316K – – –
RCM
2597
Rockbridge Capital Management
Virginia
$316K +$222K +730 New
SF
2598
Sun Financial
Utah
$316K -$1.48M -4,885 -83%
OWA
2599
Octavia Wealth Advisors
Ohio
$315K +$220K +726 New
TC
2600
Trilogy Capital
California
$314K +$220K +725 New
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