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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
701
Holderness Investments Company
North Carolina
$402K – – –
CT
702
Caldwell Trust
Florida
$400K +$363K +13,680 New
SFG
703
SevenBridge Financial Group
Pennsylvania
$398K -$10.6K -400 -3%
EA
704
Emerald Advisers
Pennsylvania
$395K -$10.4K -390 -3%
TCOT
705
Trust Company of Toledo
Ohio
$395K – – –
LWIC
706
Leith Wheeler Investment Counsel
British Columbia, Canada
$395K +$359K +13,500 New
KWM
707
Kingsview Wealth Management
Oregon
$394K -$2.66K -100 -0.7%
PI
708
PFS Investments
Georgia
$394K +$358K +13,480 New
CCA
709
Checchi Capital Advisers
California
$393K -$5.58K -210 -2%
FAN
710
Financial Advisors Network
California
$389K -$44.3K -1,670 -11%
IEFM
711
IQ EQ Fund Management
Ireland
$388K – – –
GT
712
Glenview Trust
Kentucky
$382K – – –
SICM
713
Sustainable Insight Capital Management
New York
$380K +$345K +13,000 New
NF
714
Nikulski Financial
Iowa
$379K – – –
ACM
715
Anfield Capital Management
California
$369K +$301K +11,320 New
EWM
716
Empirical Wealth Management
Washington
$364K +$56.3K +2,120 +21%
MFG
717
Magnus Financial Group
New York
$362K +$1.86K +70 +0.6%
IFS
718
Ifrah Financial Services
Arkansas
$361K -$5.58K -210 -2%
AAS
719
Annex Advisory Services
Wisconsin
$360K – – –
OC
720
Oakworth Capital
Alabama
$355K – – –
TFF
721
The Family Firm
Maryland
$353K +$1.59K +60 +0.5%
WAM
722
Wealthspire Advisors (Maryland)
Maryland
$351K +$32.4K +1,220 +11%
WP
723
WealthSource Partners
California
$350K -$101K -3,820 -24%
CC
724
Courier Capital
New York
$350K +$266 +10 +0.1%
NIM
725
NuWave Investment Management
New Jersey
$345K -$334K -12,590 -52%
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