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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPCM
701
Pillar Pacific Capital Management
California
$407K – – –
PAS
702
Park Avenue Securities
New York
$404K -$22.3K -840 -6%
HIC
703
Holderness Investments Company
North Carolina
$402K – – –
CT
704
Caldwell Trust
Florida
$400K +$363K +13,680 New
SFG
705
SevenBridge Financial Group
Pennsylvania
$398K -$10.6K -400 -3%
EA
706
Emerald Advisers
Pennsylvania
$395K -$10.4K -390 -3%
TCOT
707
Trust Company of Toledo
Ohio
$395K – – –
LWIC
708
Leith Wheeler Investment Counsel
British Columbia, Canada
$395K +$359K +13,500 New
KWM
709
Kingsview Wealth Management
Oregon
$394K -$2.66K -100 -0.7%
PI
710
PFS Investments
Georgia
$394K +$358K +13,480 New
CCA
711
Checchi Capital Advisers
California
$393K -$5.58K -210 -2%
FAN
712
Financial Advisors Network
California
$389K -$44.3K -1,670 -11%
IEFM
713
IQ EQ Fund Management
Ireland
$388K – – –
GT
714
Glenview Trust
Kentucky
$382K – – –
SICM
715
Sustainable Insight Capital Management
New York
$380K +$345K +13,000 New
NF
716
Nikulski Financial
Iowa
$379K – – –
ACM
717
Anfield Capital Management
California
$369K +$301K +11,320 New
EWM
718
Empirical Wealth Management
Washington
$364K +$56.3K +2,120 +21%
MFG
719
Magnus Financial Group
New York
$362K +$1.86K +70 +0.6%
IFS
720
Ifrah Financial Services
Arkansas
$361K -$5.58K -210 -2%
AAS
721
Annex Advisory Services
Wisconsin
$360K – – –
OC
722
Oakworth Capital
Alabama
$355K – – –
TFF
723
The Family Firm
Maryland
$353K +$1.59K +60 +0.5%
WAM
724
Wealthspire Advisors (Maryland)
Maryland
$351K +$32.4K +1,220 +11%
WP
725
WealthSource Partners
California
$350K -$101K -3,820 -24%
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