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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
MMG
501
Monetary Management Group
Missouri
$3.55M +$43.5K +500 +1%
MWM
502
Moran Wealth Management
Florida
$3.53M -$7.73M -88,910 -67%
JGCM
503
Joseph Group Capital Management
Ohio
$3.52M +$914K +10,510 +32%
SFS
504
Strategic Financial Services
New York
$3.52M -$83.5K -960 -2%
CGPCS
505
Capital Group Private Client Services
California
$3.51M -$110K -1,260 -3%
BCM
506
Brookstone Capital Management
Illinois
$3.49M +$2.32M +26,700 +167%
CTC
507
Cetera Trust Company
Minnesota
$3.47M -$217K -2,500 -6%
SMH
508
Sanders Morris Harris
Texas
$3.46M – – –
KIA
509
Knollwood Investment Advisory
Maryland
$3.43M – – –
MCC
510
Malaga Cove Capital
California
$3.42M +$869 +10 +0%
CAM
511
ClariVest Asset Management
California
$3.41M – – –
NMIMC
512
Northwestern Mutual Investment Management Company
Wisconsin
$3.37M -$25.2K -290 -0.7%
SW
513
SteelPeak Wealth
California
$3.36M -$6.23M -71,680 -64%
QIM
514
Quantitative Investment Management
Virginia
$3.33M +$3.55M +40,870 New
UB
515
Umpqua Bank
Oregon
$3.33M -$82.6K -950 -2%
DSN
516
D. Scott Neal
Kentucky
$3.33M -$259K -2,980 -7%
ECM
517
Everence Capital Management
Indiana
$3.32M – – –
FTDI
518
First Trust Direct Indexing
Massachusetts
$3.32M +$3.48K +40 +0.1%
MCM
519
Mill Capital Management
North Carolina
$3.26M – – –
GH
520
GAM Holding
Switzerland
$3.26M +$170K +1,960 +5%
DIA
521
Dana Investment Advisors
Wisconsin
$3.22M – – –
AAS
522
Avantax Advisory Services
Texas
$3.21M -$728K -8,370 -18%
RWP
523
RWA Wealth Partners
Massachusetts
$3.21M +$3.42M +39,310 New
TCOV
524
Trust Company of Vermont
Vermont
$3.2M +$170K +1,950 +5%
PWM
525
Perigon Wealth Management
California
$3.18M -$310K -3,570 -8%
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