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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
826
Evercore Wealth Management
New York
$201K +$182K +6,870 New
AP
827
Advisors Preferred
Maryland
$201K +$183K +6,880 New
ARMT
828
Amica Retiree Medical Trust
Rhode Island
$198K – – –
RA
829
Rational Advisors
New York
$195K -$270K -10,160 -60%
NSIM
830
North Star Investment Management
Illinois
$190K – – –
MUS
831
Mitsubishi UFJ Securities
Japan
$187K – – –
SC
832
Steph & Co
Wisconsin
$185K +$168K +6,310 New
BAM
833
Bellevue Asset Management
Washington
$175K +$159K +6,000 New
AIS
834
Accurate Investment Solutions
Pennsylvania
$173K +$157K +5,920 New
AIM
835
AIA Investment Management
Singapore
$172K +$30.3K +1,140 +24%
CIA
836
CSat Investment Advisory
Michigan
$172K +$30.3K +1,140 +24%
TF
837
TimeScale Financial
Massachusetts
$161K – – –
APWM
838
Atlas Private Wealth Management
New York
$161K +$146K +5,500 New
VFA
839
Valeo Financial Advisors
Indiana
$155K -$86.6K -3,260 -38%
BFEC
840
Benjamin F. Edwards & Company
Missouri
$152K – – –
PWMG
841
Prestige Wealth Management Group
New Jersey
$147K -$67.2K -2,530 -33%
MCA
842
Mercer Capital Advisers
New Jersey
$146K -$66.4K -2,500 -33%
APC
843
Aspire Private Capital
North Carolina
$144K -$2.66K -100 -2%
JIR
844
James Investment Research
Ohio
$139K – – –
IUHSA
845
Itau Unibanco Holding S.A.
Brazil
$138K +$125K +4,710 New
SQA
846
Simon Quick Advisors
New Jersey
$132K -$3.45K -130 -3%
AF
847
Allworth Financial
California
$132K +$81.5K +3,070 +215%
OPS
848
Orion Portfolio Solutions
Nebraska
$131K +$119K +4,490 New
HI
849
Human Investing
Oregon
$129K -$266 -10 -0.2%
GLI
850
Guardian Life Insurance
New York
$124K – – –
32 33
34
35 36