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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2801
Security Financial Services
Indiana
$230K +$161K +530 New
AFC
2802
Ares Financial Consulting
California
$230K – – –
MPAM
2803
Murphy Pohlad Asset Management
Minnesota
$230K -$437K -1,440 -73%
BFPW
2804
BOK Financial Private Wealth
Colorado
$228K +$28.5K +94 +22%
CLIP
2805
Colter Lewis Investment Partners
Connecticut
$228K +$159K +525 New
TFA
2806
Trinity Financial Advisors
Ohio
$228K +$159K +525 New
PIA
2807
Pinion Investment Advisors
Kansas
$227K +$159K +525 New
FNBOH
2808
First National Bank of Hutchinson
Kansas
$225K +$158K +520 New
HTIM
2809
Harbour Trust & Investment Management
Indiana
$225K +$158K +520 New
SWA
2810
Sightline Wealth Advisors
Connecticut
$225K +$158K +520 New
CPCM
2811
Cardinal Point Capital Management
Ontario, Canada
$225K +$157K +518 New
KP
2812
Kitching Partners
Pennsylvania
$224K +$157K +516 New
GKWIM
2813
Gerber Kawasaki Wealth & Investment Management
California
$223K +$156K +515 New
FF
2814
Farnam Financial
Arizona
$223K +$156K +514 New
LWANC
2815
Laurel Wealth Advisors (North Carolina)
North Carolina
$223K +$156K +514 New
S
2816
Sachetta
Massachusetts
$222K +$36.1K +119 +30%
KAS
2817
Kemnay Advisory Services
New York
$222K +$6.98K +23 +5%
PSA
2818
Plum Street Advisors
Louisiana
$221K +$155K +510 New
TWM
2819
Tortuga Wealth Management
California
$221K +$155K +509 New
FPN
2820
Financial Planning Navigators
Minnesota
$220K +$154K +508 New
HVP
2821
Hudson Value Partners
Florida
$220K +$154K +508 New
PAM
2822
Palisade Asset Management
Minnesota
$219K +$153K +505 New
LA
2823
Lifeworks Advisors
Michigan
$218K +$153K +504 New
EWP
2824
Equity Wealth Partners
Missouri
$218K +$153K +503 New
CWM
2825
Concentrum Wealth Management
California
$218K +$153K +503 New
111 112
113
114 115