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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
976
Financial Management Professionals
Texas
$333K +$124K +2,960 +60%
RCG
977
Regatta Capital Group
California
$330K +$20.5K +490 +7%
PFA
978
Pathway Financial Advisors
Vermont
$330K – – –
IWA
979
Intercontinental Wealth Advisors
Texas
$328K +$1.67K +40 +0.5%
DMBA
980
Deseret Mutual Benefit Administrators
Utah
$326K -$232K -5,550 -42%
MP
981
McDonald Partners
Ohio
$326K – – –
CWM
982
C2C Wealth Management
Arizona
$324K -$837 -20 -0.3%
CF
983
Centaurus Financial
California
$323K -$20.5K -490 -6%
VCP
984
Verus Capital Partners
Arizona
$322K +$82K +1,960 +34%
KF
985
Krilogy Financial
Missouri
$320K +$27.2K +650 +9%
ZB
986
Zions Bancorporation
Utah
$318K +$202K +4,830 +177%
VC
987
Veracity Capital
Georgia
$318K -$17.6K -420 -5%
SC
988
Savant Capital
Illinois
$317K -$31K -740 -9%
AG
989
Algert Global
California
$313K +$312K +7,450 New
AC
990
ASB Consultores
Florida
$310K +$7.11K +170 +2%
AT
991
American Trust
Kentucky
$310K +$309K +7,380 New
BBHC
992
Brown Brothers Harriman & Co
New York
$310K -$62.3K -1,490 -17%
HW
993
Hancock Whitney
Mississippi
$306K -$22.6K -540 -7%
FHB
994
First Hawaiian Bank
Hawaii
$306K +$47.3K +1,130 +18%
CT
995
Caldwell Trust
Florida
$306K +$25.9K +620 +9%
SPP
996
Single Point Partners
Massachusetts
$303K +$301K +7,200 New
RIA
997
Realta Investment Advisors
Delaware
$302K +$27.6K +660 +10%
PCOC
998
Power Corp of Canada
Canada
$300K – – –
WANY
999
Wealthspire Advisors (New York)
New York
$296K +$295K +7,050 New
SCP
1000
Shorepoint Capital Partners
Massachusetts
$296K +$295K +7,050 New
38 39
40
41 42