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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Clearstead Advisors
Ohio
$810K +$27.5K +560 +4%
SM
802
STF Management
Texas
$806K +$300K +6,120 +67%
CK
803
Cohen Klingenstein
New York
$795K – – –
AWC
804
Abundance Wealth Counselors
Pennsylvania
$794K +$735K +14,980 New
GW
805
GW & Wade
Massachusetts
$793K -$20.6K -420 -3%
CG
806
Caprock Group
Idaho
$784K +$197K +4,020 +38%
CW
807
CreativeOne Wealth
Kansas
$781K -$21.1K -430 -3%
BFIC
808
Bedell Frazier Investment Counselling
California
$781K – – –
MNBTD
809
Moody National Bank Trust Division
Texas
$775K – – –
KPWS
810
Kestra Private Wealth Services
Texas
$770K +$24K +490 +3%
KCM
811
KRS Capital Management
Michigan
$768K – – –
APWM
812
Argonautica Private Wealth Management
Massachusetts
$767K – – –
TCB
813
Texas Capital Bancshares
Texas
$761K – – –
BFEC
814
Benjamin F. Edwards & Company
Missouri
$755K -$55.5K -1,130 -7%
ETH
815
Exos TFP Holdings
New York
$745K +$382K +7,780 +124%
SAS
816
Stelac Advisory Services
New York
$740K -$1.96K -40 -0.3%
LHC
817
Little House Capital
Massachusetts
$738K -$153K -3,120 -18%
MA
818
Montag & Associates
Georgia
$727K – – –
BWM
819
Buckley Wealth Management
Nevada
$727K -$87.8K -1,790 -12%
CCFM
820
Clear Creek Financial Management
Washington
$718K +$28K +570 +4%
EMG
821
ETF Managers Group
New Jersey
$717K +$9.81K +200 +2%
PCOC
822
Power Corp of Canada
Canada
$717K +$350K +7,140 +100%
MBTD
823
Mechanics Bank - Trust Department
California
$716K -$124K -2,520 -16%
CGPCS
824
Capital Group Private Client Services
California
$714K -$5.69M -115,900 -90%
PIM
825
Penobscot Investment Management
Massachusetts
$713K – – –
31 32
33
34 35