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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1001
Koss-Olinger Consulting
Florida
$315K -$121K -1,990 -26%
GM
1002
GeoWealth Management
Illinois
$314K +$254K +4,170 +309%
MWM
1003
Meridian Wealth Management
Kentucky
$312K -$178K -2,930 -35%
TF
1004
TimeScale Financial
Massachusetts
$311K +$608 +10 +0.2%
FNBT
1005
FineMark National Bank & Trust
Florida
$310K -$9.13K -150 -3%
FH
1006
FWG Holdings
Florida
$310K – – –
TWI
1007
Thomas White International
Illinois
$310K – – –
CC
1008
Courier Capital
New York
$308K – – –
EFS
1009
Essex Financial Services
Connecticut
$307K +$57.8K +950 +21%
BRWM
1010
B. Riley Wealth Management
Tennessee
$307K +$328K +5,400 New
AAS
1011
Annex Advisory Services
Wisconsin
$304K -$427K -7,020 -57%
JHCP
1012
Jackson Hole Capital Partners
Oklahoma
$299K – – –
TA
1013
Townsend & Associates
Colorado
$299K – – –
WP
1014
WealthShield Partners
North Carolina
$299K +$37.7K +620 +13%
VBCG
1015
Valley Brook Capital Group
Pennsylvania
$298K – – –
FC
1016
Ferris Capital
Massachusetts
$298K +$295K +4,850 New
CFG
1017
Citizens Financial Group
Rhode Island
$298K +$318K +5,230 New
RDWM
1018
Red Door Wealth Management
Tennessee
$297K – – –
CAG
1019
Csenge Advisory Group
Florida
$296K +$10.9K +180 +4%
PCP
1020
Proficio Capital Partners
Massachusetts
$296K +$11.6K +190 +4%
PFS
1021
Physicians Financial Services
North Carolina
$296K +$30.4K +500 +11%
VAM
1022
Verity Asset Management
North Carolina
$296K +$87.6K +1,440 +38%
AP
1023
Americana Partners
Texas
$296K +$317K +5,210 New
BBHC
1024
Brown Brothers Harriman & Co
New York
$295K +$51.7K +850 +20%
5L
1025
55I LLC
Massachusetts
$294K +$314K +5,160 New
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