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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
826
Kestra Private Wealth Services
Texas
$590K -$119K -2,850 -17%
EWA
827
EP Wealth Advisors
California
$590K +$587K +14,030 New
SAS
828
Stelac Advisory Services
New York
$588K +$31K +740 +6%
FFA
829
Founders Financial Alliance
North Carolina
$586K -$2.93K -70 -0.5%
MWC
830
MBM Wealth Consultants
Missouri
$585K +$34.3K +820 +6%
DWM
831
Drive Wealth Management
Utah
$585K +$73.2K +1,750 +14%
HI
832
Horizon Investments
North Carolina
$580K -$129K -3,080 -18%
MA
833
Montag & Associates
Georgia
$577K -$1.47M -35,210 -72%
WH
834
Willner & Heller
California
$574K -$33K -790 -5%
RGF
835
Retirement Guys Formula
Ohio
$574K +$38.9K +930 +7%
MF
836
Magnetar Financial
Illinois
$569K +$566K +13,540 New
PIM
837
Penobscot Investment Management
Massachusetts
$565K -$2.09K -50 -0.4%
EVM
838
Evelyn V. Moreno
$565K – – –
WI
839
Wintrust Investments
Illinois
$564K -$438K -10,470 -49%
NFSG
840
Newbridge Financial Services Group
Florida
$562K -$45.2K -1,080 -7%
EMG
841
ETF Managers Group
New Jersey
$560K +$23.4K +560 +4%
RIP
842
RAM Investment Partners
Washington
$555K +$553K +13,210 New
IRC
843
Investors Research Corp
Georgia
$555K – – –
VFA
844
Values First Advisors
Tennessee
$555K +$62.3K +1,490 +13%
BPA
845
Beacon Pointe Advisors
California
$549K -$33.9K -810 -6%
SWP
846
Strategic Wealth Partners
Ohio
$549K +$6.28K +150 +1%
LIP
847
Liontrust Investment Partners
United Kingdom
$546K -$8.03M -192,000 -94%
CCFM
848
Clear Creek Financial Management
Washington
$546K -$33K -790 -6%
STAS
849
Strong Tower Advisory Services
Minnesota
$543K +$12.1K +290 +2%
CCIA
850
Campbell & Co Investment Adviser
Maryland
$542K +$540K +12,900 New
32 33
34
35 36