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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
HVM
701
Harvest Volatility Management
Connecticut
$911K +$812K +19,300 New
BPA
702
Beacon Pointe Advisors
California
$904K +$806K +19,150 New
RWM
703
Rench Wealth Management
Texas
$903K +$166K +3,940 +26%
AWM
704
Avitas Wealth Management
California
$903K +$804K +19,110 New
PAS
705
Park Avenue Securities
New York
$896K +$21.9K +520 +3%
SCA
706
Stillwater Capital Advisors
Pennsylvania
$895K – – –
NIM
707
NuWave Investment Management
New Jersey
$893K +$795K +18,890 +188,900%
BAM
708
Belpointe Asset Management
Nevada
$890K +$15.6K +370 +2%
QSS
709
Quantitative Systematic Strategies
Florida
$890K +$793K +18,840 New
BRG
710
Bay Rivers Group
Virginia
$885K -$28.6K -680 -4%
LFDLE
711
La Financiere de L'Echiquier
France
$885K -$3.37K -80 -0.4%
FMWA
712
Forvis Mazars Wealth Advisors
Missouri
$880K -$1.26K -30 -0.2%
SFG
713
SevenBridge Financial Group
Pennsylvania
$878K – – –
HPC
714
Hobart Private Capital
North Carolina
$871K +$50.9K +1,210 +7%
SG
715
Swarthmore Group
Pennsylvania
$862K -$8.87M -210,820 -92%
TBA
716
Tower Bridge Advisors
Pennsylvania
$860K +$766K +18,200 New
ST
717
Smithfield Trust
Pennsylvania
$856K +$1.26K +30 +0.2%
IAA
718
Independent Advisor Alliance
North Carolina
$856K +$106K +2,530 +16%
CSIC
719
Clifford Swan Investment Counsel
California
$855K – – –
TSWM
720
Triangle Securities Wealth Management
North Carolina
$854K -$125K -2,980 -14%
HFM
721
Harvest Fund Management
China
$854K – – –
RCAG
722
Rehmann Capital Advisory Group
Michigan
$854K -$51.3K -1,220 -6%
LFF
723
Level Four Financial
Texas
$848K +$756K +17,960 New
UFF
724
USA Financial Formulas
Michigan
$846K -$478K -11,370 -39%
CICI
725
Capital Investment Counsel Inc
North Carolina
$841K -$114K -2,700 -13%
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