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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1001
Shufro Rose & Co
New York
$294K – – –
ARG
1002
Advisory Resource Group
Oklahoma
$294K +$26.4K +630 +10%
PFA
1003
Pathway Financial Advisers
Indiana
$292K +$291K +6,960 New
FMLI
1004
Fukoku Mutual Life Insurance
Japan
$292K – – –
CWM
1005
Congress Wealth Management
Massachusetts
$292K +$15.5K +370 +6%
KWM
1006
Kolinsky Wealth Management
New Jersey
$289K +$35.1K +840 +14%
FPCP
1007
Fort Point Capital Partners
California
$289K +$4.6K +110 +2%
RGC
1008
Roberts, Glore & Co
Illinois
$288K +$287K +6,860 New
EDRH
1009
Edmond de Rothschild Holding
Switzerland
$287K -$208K -4,980 -42%
PFS
1010
Physicians Financial Services
North Carolina
$287K – – –
CCA
1011
Conservest Capital Advisors
Pennsylvania
$286K +$285K +6,810 New
IAIM
1012
International Assets Investment Management
Florida
$285K +$42M +1,004,460 New
RIS
1013
Retirement Income Solutions
Michigan
$285K +$25.1K +600 +10%
KJHP
1014
K.J. Harrison & Partners
Ontario, Canada
$285K +$209K +5,000 New
HHAM
1015
HITE Hedge Asset Management
Massachusetts
$284K – – –
PWLP
1016
Prio Wealth Limited Partnership
Massachusetts
$284K – – –
FAIM
1017
Financial Advocates Investment Management
Washington
$284K +$282K +6,740 New
FB
1018
Fulton Bank
Pennsylvania
$281K +$280K +6,690 New
RCA
1019
Resonant Capital Advisors
Wisconsin
$281K +$279K +6,660 New
SBH
1020
Segall Bryant & Hamill
Illinois
$279K -$414K -9,900 -60%
WSFS
1021
Wilmington Savings Fund Society
Delaware
$279K -$3.35K -80 -1%
MOS
1022
MGO One Seven
Ohio
$278K +$44.8K +1,070 +19%
WPW
1023
Watershed Private Wealth
Illinois
$276K +$274K +6,560 New
FA
1024
Financial Advisors
Massachusetts
$273K – – –
BTI
1025
Blue Trust Inc
Georgia
$272K +$145K +3,460 +87%
39 40
41
42 43