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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
726
Itau Unibanco Holding S.A.
Brazil
$57K – – –
RWA
727
Ropes Wealth Advisors
Massachusetts
$57K – – –
QT
728
Quantamental Technologies
New York
$55K +$51.2K +3,070 New
PCP
729
Proficio Capital Partners
Massachusetts
$52K +$33K +1,980 +218%
SLF
730
Sun Life Financial
Ontario, Canada
$47K -$29.4K -1,760 -40%
AWM
731
AllSquare Wealth Management
New York
$45K -$7.51K -450 -15%
TF
732
Tompkins Financial
New York
$44K – – –
BCA
733
Berman Capital Advisors
Georgia
$43K +$7.51K +450 +23%
TCOV
734
Trust Company of Vermont
Vermont
$42K -$4K -240 -9%
JCM
735
Jacobi Capital Management
Pennsylvania
$42K -$2K -120 -5%
LFA
736
Legacy Financial Advisors
Kentucky
$41K -$34.2K -2,050 -47%
GT
737
Glenmede Trust
Pennsylvania
$40.4K +$3.51M +210,220 +10%
FHA
738
First Horizon Advisors
Tennessee
$38K +$167 +10 +0.5%
CT
739
Clearstead Trust
Maine
$36K – – –
DSC
740
Duncker Streett & Co
Missouri
$36K – – –
SIAP
741
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K – – –
AC
742
Avestar Capital
New York
$36K +$33.4K +2,000 +3,333%
LF
743
Lee Financial
Texas
$36K +$33.4K +2,000 New
SFPIA
744
Stevens First Principles Investment Advisors
California
$36K +$33.4K +2,000 New
BWA
745
BDO Wealth Advisors
Florida
$35K – – –
PCTC
746
Perkins Coie Trust Company
Washington
$35K – – –
KPW
747
Kore Private Wealth
New York
$35K +$8.18K +490 +33%
SAM
748
Strategy Asset Managers
California
$33K +$30.7K +1,840 New
CCM
749
Cribstone Capital Management
Maine
$32K +$5.84K +350 +24%
VFA
750
Valeo Financial Advisors
Indiana
$31K -$411K -24,660 -94%
28 29
30
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