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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
801
Intercontinental Wealth Advisors
Texas
$315K – – –
AFWM
802
AMJ Financial Wealth Management
Virginia
$312K +$263K +9,640 New
EMG
803
ETF Managers Group
New Jersey
$309K -$158K -5,800 -37%
WANY
804
Wealthspire Advisors (New York)
New York
$308K -$287K -10,510 -52%
AWM
805
Avior Wealth Management
Nebraska
$307K -$21.8K -800 -8%
TNB
806
Thomasville National Bank
Georgia
$307K -$3.27K -120 -1%
PFA
807
Pathway Financial Advisors
Vermont
$307K – – –
CAW
808
Cornerstone Advisors (Washington)
Washington
$307K +$24.5K +900 +10%
TCM
809
Traynor Capital Management
Pennsylvania
$305K +$257K +9,440 New
LSAG
810
Lake Street Advisors Group
New Hampshire
$304K +$7.36K +270 +3%
BRA
811
Blue Rock Advisors
Minnesota
$302K +$255K +9,350 New
RG
812
Rikoon Group
New Mexico
$300K +$252K +9,250 New
SWM
813
Segment Wealth Management
Texas
$296K – – –
AIP
814
Almanack Investment Partners
Pennsylvania
$292K – – –
CPIG
815
Chicago Partners Investment Group
Illinois
$289K +$220K +8,070 New
AA
816
ALPS Advisors
Colorado
$287K -$815K -29,900 -77%
PCA
817
Personal Capital Advisors
California
$286K -$133K -4,880 -36%
CIC
818
Cornercap Investment Counsel
Georgia
$286K – – –
AG
819
AlphaSimPlex Group
Massachusetts
$286K +$241K +8,840 New
CC
820
Courier Capital
New York
$284K -$1.36K -50 -0.6%
WP
821
WealthSource Partners
California
$281K -$51.5K -1,890 -18%
EWA
822
EP Wealth Advisors
California
$278K -$545 -20 -0.2%
RDWM
823
Red Door Wealth Management
Tennessee
$278K – – –
LFASL
824
Lugano Financial Advisors SA (LFA)
Switzerland
$277K – – –
EWM
825
Empirical Wealth Management
Washington
$273K -$36.3K -1,330 -14%
31 32
33
34 35