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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
901
New England Research & Management
Illinois
$562K -$29.1K -500 -5%
SICM
902
Sustainable Insight Capital Management
New York
$554K +$330K +5,670 +122%
GG
903
Gofen & Glossberg
Illinois
$548K – – –
GM
904
GeoWealth Management
Illinois
$548K +$27.4K +470 +5%
IFS
905
Ifrah Financial Services
Arkansas
$547K – – –
NFSG
906
Newbridge Financial Services Group
Florida
$542K +$476K +8,180 +428%
CCG
907
Ceeto Capital Group
Florida
$539K +$582K +10,000 New
SWM
908
Segment Wealth Management
Texas
$538K -$1.75K -30 -0.3%
MAWCM
909
Mine & Arao Wealth Creation & Management
California
$538K – – –
KJHP
910
K.J. Harrison & Partners
Ontario, Canada
$538K +$582K +10,000 New
JCIA
911
Jackson Creek Investment Advisors
Colorado
$536K -$21.5K -370 -4%
QI
912
Qtron Investments
Massachusetts
$532K – – –
IFG
913
Independent Financial Group
California
$530K -$139K -2,380 -19%
CG
914
Caprock Group
Idaho
$524K +$1.16K +20 +0.2%
RGF
915
Retirement Guys Formula
Ohio
$524K +$44.2K +760 +8%
MWM
916
Meridian Wealth Management
Kentucky
$520K +$133K +2,280 +31%
BPM
917
Bowling Portfolio Management
Ohio
$518K -$12.8K -220 -2%
ADMI
918
Albert D. Mason Inc
Massachusetts
$508K +$92K +1,580 +20%
VCP
919
Verus Capital Partners
Arizona
$508K +$611K +10,500 New
CB
920
CNB Bank
Pennsylvania
$504K +$34.9K +600 +7%
CFSG
921
Clark Financial Services Group
Missouri
$503K -$13.4K -230 -2%
EWM
922
Empirical Wealth Management
Washington
$502K -$14K -240 -3%
SFM
923
Systematic Financial Management
New Jersey
$500K – – –
DAM
924
Deltec Asset Management
New York
$497K +$538K +9,250 New
ECG
925
Edge Capital Group
Georgia
$496K +$537K +9,230 New
35 36
37
38 39