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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
851
WR Wealth Planners
Missouri
$686K +$743K +12,760 New
PIA
852
Perennial Investment Advisors
California
$682K +$267K +4,580 +56%
HFM
853
Harvest Fund Management
China
$675K -$233K -4,010 -24%
BC
854
Brookfield Corp
Ontario, Canada
$666K +$721K +12,390 New
HI
855
Horizon Investments
North Carolina
$664K +$118K +2,020 +20%
DSA
856
Davis Selected Advisers
Arizona
$660K – – –
SWA
857
Sutton Wealth Advisors
Florida
$660K -$582 -10 -0.1%
SAM
858
Strategy Asset Managers
California
$658K +$34.9K +600 +5%
KTC
859
Kistler-Tiffany Companies
Pennsylvania
$658K +$187K +3,210 +36%
GIA
860
Gladstone Institutional Advisory
Florida
$657K -$1.41M -24,260 -67%
SS
861
Simplicity Solutions
Minnesota
$649K -$714K -12,270 -50%
JCM
862
Jag Capital Management
Missouri
$646K -$627K -10,770 -50%
ASBI
863
American State Bank (Iowa)
Iowa
$645K – – –
EMG
864
ETF Managers Group
New Jersey
$643K -$203K -3,480 -23%
I
865
INVST
Indiana
$643K +$7.57K +130 +0.9%
CM
866
CastleKnight Management
New York
$642K +$696K +11,950 New
OC
867
Oakworth Capital
Alabama
$635K – – –
FMAEN1
868
Fund Management at Engine No 1
California
$635K +$688K +11,810 New
IP
869
Intellectus Partners
California
$633K +$88.5K +1,520 +15%
CAC
870
Core Alternative Capital
Georgia
$633K +$487K +8,360 +244%
FC
871
Forte Capital
New York
$631K – – –
APC
872
Aspire Private Capital
North Carolina
$626K +$64K +1,100 +10%
SIM
873
Sentry Investment Management
Wisconsin
$624K -$840K -14,430 -55%
SHFA
874
SC&H Financial Advisors
Maryland
$619K – – –
FWP
875
FAS Wealth Partners
Kansas
$619K +$193K +3,310 +40%
33 34
35
36 37