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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
726
Truvestments Capital
Florida
$61K +$56.4K +3,380 New
FHB
727
First Hawaiian Bank
Hawaii
$60K -$3.34K -200 -6%
PFBT
728
Parkside Financial Bank & Trust
Missouri
$60K -$2.17K -130 -4%
IUHSA
729
Itau Unibanco Holding S.A.
Brazil
$57K – – –
RWA
730
Ropes Wealth Advisors
Massachusetts
$57K – – –
QT
731
Quantamental Technologies
New York
$55K +$51.2K +3,070 New
PCP
732
Proficio Capital Partners
Massachusetts
$52K +$33K +1,980 +218%
SLF
733
Sun Life Financial
Ontario, Canada
$47K -$29.4K -1,760 -40%
AWM
734
AllSquare Wealth Management
New York
$45K -$7.51K -450 -15%
TF
735
Tompkins Financial
New York
$44K – – –
BCA
736
Berman Capital Advisors
Georgia
$43K +$7.51K +450 +23%
TCOV
737
Trust Company of Vermont
Vermont
$42K -$4K -240 -9%
JCM
738
Jacobi Capital Management
Pennsylvania
$42K -$2K -120 -5%
LFA
739
Legacy Financial Advisors
Kentucky
$41K -$34.2K -2,050 -47%
FHA
740
First Horizon Advisors
Tennessee
$38K +$167 +10 +0.5%
CT
741
Clearstead Trust
Maine
$36K – – –
DSC
742
Duncker Streett & Co
Missouri
$36K – – –
SIAP
743
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
AC
744
Avestar Capital
New York
$36K +$33.4K +2,000 +3,333%
LF
745
Lee Financial
Texas
$36K +$33.4K +2,000 New
SFPIA
746
Stevens First Principles Investment Advisors
California
$36K +$33.4K +2,000 New
BWA
747
BDO Wealth Advisors
Florida
$35K – – –
PCTC
748
Perkins Coie Trust Company
Washington
$35K – – –
KPW
749
Kore Private Wealth
New York
$35K +$8.18K +490 +33%
SAM
750
Strategy Asset Managers
California
$33K +$30.7K +1,840 New
28 29
30
31 32