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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1026
Ausdal Financial Partners
Iowa
$283K +$26.2K +480 +11%
BFPW
1027
BOK Financial Private Wealth
Colorado
$283K +$259K +4,760 New
CB
1028
CNB Bank
Pennsylvania
$281K -$12K -220 -4%
PFS
1029
Physicians Financial Services
North Carolina
$280K +$256K +4,700 New
PWS
1030
Precision Wealth Strategies
Missouri
$280K +$256K +4,700 New
CAM
1031
Congress Asset Management
Massachusetts
$279K – – –
DBT
1032
Dubuque Bank & Trust
Iowa
$279K – – –
FNBT
1033
FineMark National Bank & Trust
Florida
$278K – – –
SWA
1034
Stratos Wealth Advisors
Ohio
$277K +$254K +4,660 New
FWM
1035
Frontier Wealth Management
Missouri
$275K – – –
GIM
1036
Grassi Investment Management
California
$274K – – –
AF
1037
Allworth Financial
California
$273K +$46.3K +850 +23%
OPCM
1038
Osborne Partners Capital Management
California
$271K +$248K +4,550 New
AP
1039
Appleton Partners
Massachusetts
$268K – – –
NNP
1040
Nachman Norwood & Parrott
South Carolina
$267K +$545 +10 +0.2%
BO
1041
BRR OpCo
Ohio
$267K +$245K +4,490 New
EFS
1042
Essex Financial Services
Connecticut
$265K +$242K +4,450 New
AWM
1043
Affinity Wealth Management
Delaware
$262K – – –
IIM
1044
Ipswich Investment Management
Massachusetts
$260K +$238K +4,370 New
BBHC
1045
Brown Brothers Harriman & Co
New York
$258K -$127K -2,330 -35%
PFS
1046
Prospera Financial Services
Texas
$258K -$49K -900 -17%
BFEC
1047
Benjamin F. Edwards & Company
Missouri
$258K -$20.2K -370 -8%
GPA
1048
Guidance Point Advisors
Massachusetts
$258K – – –
CWP
1049
Concord Wealth Partners
Virginia
$256K +$231K +4,240 +7,067%
KFGK
1050
Keystone Financial Group (Kentucky)
Kentucky
$255K +$234K +4,290 New
40 41
42
43 44