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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
926
Mine & Arao Wealth Creation & Management
California
$719K – – –
TSW
927
Thompson Siegel & Walmsley
Virginia
$719K – – –
WA
928
WESPAC Advisors
California
$712K -$25.1K -400 -4%
QI
929
Qtron Investments
Massachusetts
$712K +$219K +3,490 +54%
LFDLE
930
La Financiere de L'Echiquier
France
$710K -$229K -3,660 -27%
SAM
931
Sabadell Asset Management
Spain
$708K +$57K +910 +10%
BPM
932
Bowling Portfolio Management
Ohio
$708K -$627 -10 -0.1%
BDF
933
Balasa Dinverno & Foltz
$707K -$23.8K -380 -4%
MWM
934
Modera Wealth Management
New Jersey
$706K +$615K +9,810 New
CG
935
Caprock Group
Idaho
$699K +$113K +1,810 +23%
GM
936
GeoWealth Management
Illinois
$697K +$261K +4,160 +75%
EN1L
937
Engine No 1 LLC
California
$695K +$122K +1,950 +25%
HW
938
Hancock Whitney
Mississippi
$693K +$627 +10 +0.1%
HIS
939
Harvest Investment Services
Illinois
$692K -$6.9K -110 -1%
CFSG
940
Clark Financial Services Group
Missouri
$689K +$1.88K +30 +0.3%
EWM
941
Empirical Wealth Management
Washington
$688K -$23.8K -380 -4%
WFC
942
Western Financial Corp
California
$676K +$45.1K +720 +8%
CT
943
Caldwell Trust
Florida
$674K – – –
MWC
944
MBM Wealth Consultants
Missouri
$670K -$20.1K -320 -3%
LOAMS
945
Lombard Odier Asset Management (Switzerland)
Switzerland
$670K +$584K +9,310 New
SFM
946
Systematic Financial Management
New Jersey
$669K – – –
CCG
947
Cloverfields Capital Group
Minnesota
$668K +$60.2K +960 +12%
SB
948
Strategic Blueprint
Georgia
$667K +$123K +1,970 +27%
HIM
949
Hillsdale Investment Management
Ontario, Canada
$663K – – –
GWANC
950
Guardian Wealth Advisors (North Carolina)
North Carolina
$659K +$574K +9,160 New
36 37
38
39 40