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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
801
Darwin Wealth Management
Florida
$752K -$2.15M -35,400 -73%
WR
802
WD Rutherford
Oregon
$752K +$48.7K +800 +6%
OQS
803
Occudo Quantitative Strategies
Florida
$750K +$802K +13,180 New
LSPW
804
Lake Street Private Wealth
Illinois
$749K +$243K +3,990 +44%
GG
805
Gofen & Glossberg
Illinois
$743K +$177K +2,910 +29%
DAS
806
Dynamic Advisor Solutions
Arizona
$741K +$205K +3,370 +35%
AF
807
AtlasMark Financial
Texas
$740K – – –
TMAM
808
Tokio Marine Asset Management
Japan
$734K +$62.7K +1,030 +9%
PPP
809
Private Portfolio Partners
New Jersey
$730K -$1.22K -20 -0.2%
JAG
810
Journey Advisory Group
Kentucky
$728K +$198K +3,250 +34%
EWA
811
EP Wealth Advisors
California
$725K -$12.8K -210 -2%
SS
812
Simplicity Solutions
Minnesota
$723K +$140K +2,300 +22%
TCOV
813
Trust Company of Vermont
Vermont
$715K +$377K +6,190 +97%
CCFM
814
Clear Creek Financial Management
Washington
$714K -$18.3K -300 -2%
STAS
815
Strong Tower Advisory Services
Minnesota
$713K +$797K +13,100 New
KPWS
816
Kestra Private Wealth Services
Texas
$712K -$165K -2,720 -18%
HH
817
Hilltop Holdings
Texas
$708K -$62K -1,020 -8%
BFM
818
Boothbay Fund Management
New York
$705K +$269K +4,420 +55%
AWM
819
Apollon Wealth Management
South Carolina
$703K -$38.9K -640 -5%
SWA
820
Sutton Wealth Advisors
Florida
$699K -$56K -920 -7%
SAM
821
Strategy Asset Managers
California
$699K +$747K +12,280 New
MS
822
Maven Securities
Jersey
$698K +$746K +12,260 New
VCA
823
Verdence Capital Advisors
Maryland
$694K -$418K -6,870 -36%
IFG
824
Independent Financial Group
California
$691K +$109K +1,790 +17%
RWA
825
River Wealth Advisors
Pennsylvania
$685K -$1.82K -30 -0.2%
31 32
33
34 35