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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
726
Procyon Advisors
Connecticut
$300K -$81.5K -2,830 -18%
CT
727
Caldwell Trust
Florida
$298K -$36K -1,250 -9%
AAS
728
Annex Advisory Services
Wisconsin
$297K – – –
MFG
729
Magnus Financial Group
New York
$297K – – –
AF
730
Advisornet Financial
Minnesota
$295K +$28.8K +1,000 +9%
PCA
731
Personal Capital Advisors
California
$295K +$87.5K +3,040 +28%
IFS
732
Ifrah Financial Services
Arkansas
$294K -$2.3K -80 -0.6%
CCFM
733
Clear Creek Financial Management
Washington
$292K +$25.3K +880 +9%
TFF
734
The Family Firm
Maryland
$291K +$1.44K +50 +0.4%
RIM
735
Rampart Investment Management
Connecticut
$288K -$2.01M -69,930 -85%
XM
736
XTX Markets
New York
$288K +$346K +12,020 New
ATC
737
Argent Trust Co
Tennessee
$287K +$52.7K +1,830 +18%
FDCDDQ
738
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K -$2.4M -83,430 -88%
BDF
739
Balasa Dinverno & Foltz
$284K +$340K +11,820 New
OC
740
Oakworth Capital
Alabama
$283K – – –
MAM
741
Morse Asset Management
Connecticut
$281K +$37.4K +1,300 +13%
CIM
742
CIM Investment Management
Pennsylvania
$281K +$57.9K +2,010 +21%
WAM
743
Wealthspire Advisors (Maryland)
Maryland
$280K -$9.5K -330 -3%
LSPW
744
Lake Street Private Wealth
Illinois
$276K +$331K +11,480 New
BCM
745
Becker Capital Management
Oregon
$274K – – –
TSS
746
Two Sigma Securities
New York
$273K +$327K +11,370 New
WA
747
Wealth Advisors
California
$271K – – –
AT
748
Arden Trust
Delaware
$269K +$323K +11,230 New
CCG
749
Cypress Capital Group
Florida
$268K -$247K -8,570 -43%
FSC
750
Full Sail Capital
Oklahoma
$265K +$288K +10,000 New
28 29
30
31 32