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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
951
Capital Performance Advisors
California
$540K +$17.4K +200 +3%
LEA
952
Legacy Edge Advisors
New York
$539K +$5.22K +60 +0.9%
CWP
953
CFM Wealth Partners
Texas
$535K – – –
ARG
954
Advisory Resource Group
Oklahoma
$535K +$5.22K +60 +0.9%
MME
955
Meag Munich Ergo
Germany
$534K -$675K -7,760 -54%
FA
956
Financial Advisors
Massachusetts
$530K – – –
CCG
957
Catalina Capital Group
California
$529K +$40.9K +470 +8%
MWP
958
Madison Wealth Partners
Wisconsin
$528K +$563K +6,470 New
FFO
959
Fiduciary Family Office
Florida
$522K – – –
SIM
960
Sentry Investment Management
Wisconsin
$518K – – –
TWP
961
Tyche Wealth Partners
Texas
$517K +$150K +1,720 +37%
LWM
962
LJI Wealth Management
Indiana
$517K – – –
FHA
963
Flagship Harbor Advisors
Massachusetts
$516K -$11.3K -130 -2%
LWMM
964
Legacy Wealth Management (Mississippi)
Mississippi
$513K +$547K +6,290 New
BFS
965
Bradley Foster & Sargent
Connecticut
$512K +$130K +1,500 +31%
ACA
966
Aptus Capital Advisors
Alabama
$510K +$50.4K +580 +4%
WG
967
Wealth Group
North Carolina
$510K -$62.6K -720 -10%
KWM
968
Kolinsky Wealth Management
New Jersey
$506K +$8.69K +100 +2%
AF
969
Advisornet Financial
Minnesota
$504K +$77.4K +890 +17%
CCA
970
Conservest Capital Advisors
Pennsylvania
$503K – – –
FAFN
971
First Affirmative Financial Network
Colorado
$503K +$55.6K +640 +12%
HIC
972
Holderness Investments Company
North Carolina
$501K +$27K +310 +5%
HSA
973
HBK Sorce Advisory
Pennsylvania
$498K -$62.6K -720 -11%
PWLP
974
Prio Wealth Limited Partnership
Massachusetts
$498K – – –
GFP
975
Gryphon Financial Partners
Ohio
$498K -$4.35K -50 -0.8%
37 38
39
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