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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
826
Donaldson Capital Management
Indiana
$517K +$94.7K +2,250 +26%
KMWM
827
Keudell/Morrison Wealth Management
Oregon
$513K – – –
GWSG
828
GPS Wealth Strategies Group
Colorado
$512K +$22.3K +530 +5%
AL
829
AJO LP
Pennsylvania
$507K -$12.9M -307,670 -97%
DWT
830
Dorsey & Whitney Trust
South Dakota
$507K +$8.41K +200 +2%
HH
831
Hilltop Holdings
Texas
$505K -$7.99K -190 -2%
CT
832
Caldwell Trust
Florida
$502K – – –
RWM
833
Ritholtz Wealth Management
New York
$495K +$441K +10,480 New
CFO
834
Collective Family Office
Pennsylvania
$495K +$441K +10,490 New
II
835
Inspire Investing
Idaho
$494K -$1.08M -25,620 -71%
MS
836
Maven Securities
Jersey
$493K -$149K -3,540 -26%
RWA
837
River Wealth Advisors
Pennsylvania
$489K +$42.9K +1,020 +11%
CWM
838
Circle Wealth Management
New Jersey
$487K -$8.41K -200 -2%
LSAG
839
Lake Street Advisors Group
New Hampshire
$486K +$9.68K +230 +2%
RG
840
Rikoon Group
New Mexico
$485K -$4.21K -100 -1%
CPIG
841
Chicago Partners Investment Group
Illinois
$485K +$13K +310 +4%
WCM
842
Weld Capital Management
New York
$483K +$430K +10,230 New
T
843
TRUADVICE
Florida
$480K +$66.5K +1,580 +20%
IA
844
Inspire Advisors
Idaho
$477K +$424K +10,090 New
GG
845
Gofen & Glossberg
Illinois
$476K +$3.37K +80 +0.8%
BDF
846
Balasa Dinverno & Foltz
$475K -$22.3K -530 -5%
HA
847
HYA Advisors
Missouri
$472K – – –
MAWCM
848
Mine & Arao Wealth Creation & Management
California
$472K – – –
TSW
849
Thompson Siegel & Walmsley
Virginia
$472K – – –
JCIA
850
Jackson Creek Investment Advisors
Colorado
$468K -$151K -3,600 -27%
32 33
34
35 36