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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2601
Prosperity Bancshares
Texas
$323K +$12.8K +42 +6%
NWM
2602
Navigate Wealth Management
Alabama
$323K – – –
MWP
2603
Meridian Wealth Partners
Pennsylvania
$322K +$225K +742 New
IRAG
2604
Investment Research & Advisory Group
Georgia
$321K +$6.98K +23 +3%
AC
2605
ASB Consultores
Florida
$321K – – –
MAG
2606
M3 Advisory Group
Massachusetts
$321K +$225K +740 New
SAS
2607
Stelac Advisory Services
New York
$320K – – –
LC
2608
Landaas & Company
Wisconsin
$320K +$224K +739 New
PF
2609
PlanVest Financial
Maryland
$318K +$56.2K +185 +34%
TIAM2
2610
Tru Independence Asset Management 2
Oregon
$318K +$223K +734 New
PWP
2611
Parkwoods Wealth Partners
New York
$318K +$223K +734 New
OBWG
2612
Onyx Bridge Wealth Group
New York
$318K +$223K +734 New
CWMA
2613
Capstone Wealth Management (Alabama)
Alabama
$318K +$223K +733 New
SFP
2614
Strategic Financial Partners
Oregon
$317K +$222K +732 New
BPW
2615
BlueDoor Private Wealth
Massachusetts
$317K +$222K +732 New
HWA
2616
Heritage Wealth Advisors
Virginia
$316K – – –
RCM
2617
Rockbridge Capital Management
Virginia
$316K +$222K +730 New
SF
2618
Sun Financial
Utah
$316K -$1.48M -4,885 -83%
OWA
2619
Octavia Wealth Advisors
Ohio
$315K +$220K +726 New
TC
2620
Trilogy Capital
California
$314K +$220K +725 New
GSIS
2621
Global Strategic Investment Solutions
Arizona
$313K +$219K +722 New
NCM
2622
Novare Capital Management
North Carolina
$313K +$219K +722 New
SWM
2623
SK Wealth Management
Rhode Island
$312K +$607 +2 +0.2%
FUBT
2624
First United Bank & Trust
Maryland
$312K – – –
BWA
2625
Blodgett Wealth Advisors
California
$312K +$219K +720 New
103 104
105
106 107