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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
ISWM
2601
Intesa Sanpaolo Wealth Management
$8.55K – – –
CBT
2602
Crews Bank & Trust
Florida
$7.69K – – –
HDIM
2603
Hanson & Doremus Investment Management
Vermont
$7K – – –
RWM
2604
RMG Wealth Management
Wisconsin
$6.81K +$2.91K +13 +130%
CWM
2605
Copia Wealth Management
Oregon
$6.62K – – –
CAM
2606
Chesapeake Asset Management
New York
$6.62K +$6.93K +31 New
HIA
2607
HFM Investment Advisors
New Jersey
$6.41K +$224 +1 +3%
HWM
2608
HighMark Wealth Management
Minnesota
$6.41K +$6.71K +30 New
CIAS
2609
CBIZ Investment Advisory Services
Ohio
$6.2K -$273K -1,223 -98%
FC
2610
Fairscale Capital
New Hampshire
$5.99K – – –
PS
2611
PayPay Securities
Japan
$5.74K -$1.34K -6 -21%
TCM
2612
TD Capital Management
Tennessee
$5.41K – – –
MLA
2613
MB, Levis & Associates
Pennsylvania
$5.34K +$5.59K +25 New
WA
2614
WestEnd Advisors
North Carolina
$4.49K – – –
TWM
2615
TopTier Wealth Management
Wisconsin
$4.49K +$4.7K +21 New
CIR
2616
Clear Investment Research
Georgia
$4.34K +$4.47K +20 New
PMFA
2617
Plante Moran Financial Advisors
Michigan
$4.27K -$20.1K -90 -82%
CPL
2618
Capital & Planning LLC
Georgia
$4.27K +$4.47K +20 New
MBFW
2619
Morton Brown Family Wealth
Pennsylvania
$4.27K +$4.47K +20 New
SA
2620
Seneschal Advisors
Washington
$3.63K – – –
FIM
2621
FWL Investment Management
Texas
$3.21K +$3.35K +15 New
SHIM
2622
Stone House Investment Management
Pennsylvania
$2.78K – – –
DCM
2623
Davis Capital Management
Florida
$2.35K – – –
CW
2624
Curio Wealth
Maryland
$2.35K +$2.46K +11 New
MSWA
2625
Marshall & Sterling Wealth Advisors
New York
$2.35K +$2.46K +11 New
103 104
105
106 107