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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
801
Roberts Capital Advisors
Colorado
$650K – – –
AIA
802
Alera Investment Advisors
Illinois
$648K +$476 +10 +0.1%
CGL
803
Clarius Group LLC
Washington
$648K +$100K +2,110 +16%
PIA
804
Perennial Investment Advisors
California
$647K +$119K +2,500 +20%
CK
805
Cohen Klingenstein
New York
$639K – – –
KWMG
806
King Wealth Management Group
Florida
$639K – – –
KCM
807
KRS Capital Management
Michigan
$638K +$9.52K +200 +1%
KTC
808
Kistler-Tiffany Companies
Pennsylvania
$638K +$130K +2,740 +22%
GW
809
GW & Wade
Massachusetts
$636K +$7.14K +150 +1%
JIC
810
Johnson Investment Counsel
Ohio
$636K +$15.2K +320 +2%
AF
811
Alerus Financial
North Dakota
$633K -$2.03M -42,540 -74%
WI
812
Wahed Invest
New York
$632K -$82.8K -1,740 -11%
GWSG
813
GPS Wealth Strategies Group
Colorado
$632K +$28.6K +600 +4%
KPWS
814
Kestra Private Wealth Services
Texas
$626K +$1.43K +30 +0.2%
TAM
815
Trust Asset Management
Texas
$625K +$21.9K +460 +3%
MNBTD
816
Moody National Bank Trust Division
Texas
$623K +$696K +14,620 New
HAG
817
HighPoint Advisor Group
Illinois
$619K +$753K +15,810 New
AAS
818
Avantax Advisory Services
Texas
$617K -$89K -1,870 -11%
CL
819
CSS LLC
Illinois
$612K +$683K +14,350 New
SS
820
Sunbelt Securities
Texas
$611K +$285K +5,990 +72%
BAM
821
Blueshift Asset Management
New Jersey
$610K +$245K +5,150 +56%
TCB
822
Texas Capital Bancshares
Texas
$606K – – –
PA
823
Procyon Advisors
Connecticut
$603K -$35.7K -750 -5%
FWP
824
FAS Wealth Partners
Kansas
$599K +$121K +2,540 +22%
MICM
825
Matthews International Capital Management
California
$597K -$47.6K -1,000 -7%
31 32
33
34 35