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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1026
Stuart Chaussee & Associates
California
$6K – – –
VCM
1027
Versant Capital Management
Arizona
$6K – – –
FWM
1028
Filbrandt Wealth Management
Wisconsin
$6K +$5.18K +190 New
RIM
1029
Rockbridge Investment Management
New York
$6K +$5.18K +190 New
BAM
1030
Barrett Asset Management
New York
$6K +$5.45K +200 New
GWMIA
1031
Global Wealth Management Investment Advisory
Florida
$5K – – –
M
1032
MOTCO
Texas
$5K – – –
SSB
1033
Sandy Spring Bank
Maryland
$5K – – –
SCA
1034
Stonebridge Capital Advisors
Minnesota
$5K – – –
HGWM
1035
Harvest Group Wealth Management
Massachusetts
$5K +$4.91K +180 New
BWM
1036
BerganKDV Wealth Management
Minnesota
$4K -$1.36K -50 -29%
CHA
1037
Carmichael Hill & Associates
Maryland
$4K – – –
GWM
1038
Geneos Wealth Management
Colorado
$4K – – –
JWM
1039
Janiczek Wealth Management
Colorado
$4K +$3K +110 New
JWA
1040
JFS Wealth Advisors
Pennsylvania
$4K +$3K +110 New
WLPWM
1041
Walled Lake Planning & Wealth Management
Illinois
$4K +$3.27K +120 New
WT
1042
Washington Trust
Rhode Island
$4K +$3.27K +120 New
BCH
1043
Berkshire Capital Holdings
California
$3K -$26.4M -968,600 -100%
EC
1044
Estate Counselors
Wisconsin
$3K -$420K -15,400 -99%
AWM
1045
Apollon Wealth Management
South Carolina
$3K +$2.45K +90 New
RWA
1046
Ropes Wealth Advisors
Massachusetts
$3K +$2.73K +100 New
CIM
1047
Contravisory Investment Management
Massachusetts
$3K +$3K +110 New
AIM
1048
Anchor Investment Management
South Carolina
$2.59K – – –
LWCFA
1049
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K – – –
MIFH
1050
Migdal Insurance & Financial Holdings
Israel
$2K +$273 +10 +25%
40 41
42
43 44