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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1001
Precision Wealth Strategies
Missouri
$364K +$56.8K +900 +19%
FNBT
1002
FineMark National Bank & Trust
Florida
$364K +$58.1K +920 +20%
CFGS
1003
Concourse Financial Group Securities
Alabama
$364K +$83.3K +1,320 +31%
MSFS
1004
Main Street Financial Solutions
Pennsylvania
$362K – – –
SI
1005
Shaker Investments
Ohio
$361K – – –
KF
1006
Krilogy Financial
Missouri
$361K +$3.16K +50 +0.9%
BCA
1007
Berman Capital Advisors
Georgia
$361K +$31.6K +500 +10%
TF
1008
TimeScale Financial
Massachusetts
$356K – – –
TWI
1009
Thomas White International
Illinois
$355K -$158K -2,500 -31%
FH
1010
FWG Holdings
Florida
$355K +$344K +5,450 New
AWM
1011
Avior Wealth Management
Nebraska
$353K -$48K -760 -12%
CC
1012
Courier Capital
New York
$353K – – –
JSL
1013
JT Stratford LLC
Georgia
$351K +$111K +1,760 +48%
SFA
1014
Sequoia Financial Advisors
Ohio
$343K +$19.6K +310 +6%
JHCP
1015
Jackson Hole Capital Partners
Oklahoma
$342K -$7.58K -120 -2%
VBCG
1016
Valley Brook Capital Group
Pennsylvania
$341K – – –
CBN
1017
Cadence Bank NA
Texas
$340K -$2.52K -40 -0.8%
TA
1018
Townsend & Associates
Colorado
$339K +$1.26K +20 +0.4%
RDWM
1019
Red Door Wealth Management
Tennessee
$339K +$25.3K +400 +8%
PCM
1020
Prelude Capital Management
New York
$335K -$1.61M -25,520 -83%
CRWM
1021
Castle Rock Wealth Management
California
$334K -$46.1K -730 -12%
LWM
1022
Lyell Wealth Management
California
$334K +$1.26K +20 +0.4%
APP
1023
Alpha Paradigm Partners
Illinois
$331K -$747K -11,840 -70%
CC
1024
Centiva Capital
New York
$330K +$320K +5,070 New
BBA
1025
Braun-Bostich & Associates
Pennsylvania
$327K – – –
39 40
41
42 43