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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1026
Provence Wealth Management Group
California
$303K +$281K +5,720 New
GIA
1027
Gladstone Institutional Advisory
Florida
$301K +$5.89K +120 +2%
HIIFS
1028
Harel Insurance Investments & Financial Services
Israel
$299K +$4.91K +100 +2%
RCA
1029
Resonant Capital Advisors
Wisconsin
$298K -$51.5K -1,050 -16%
BTWM
1030
Baker Tilly Wealth Management
Wisconsin
$296K +$2.94K +60 +1%
FFA
1031
Founders Financial Alliance
North Carolina
$296K -$393K -8,000 -57%
QC
1032
Quent Capital
New York
$294K +$10.8K +220 +4%
CFO
1033
CVA Family Office
Colorado
$293K -$7.85K -160 -3%
VBCG
1034
Valley Brook Capital Group
Pennsylvania
$292K – – –
MA
1035
Mutual Advisors
Nebraska
$289K +$18.2K +370 +7%
SCA
1036
Stillwater Capital Advisors
Pennsylvania
$289K – – –
SYBT
1037
Stock Yards Bank & Trust
Kentucky
$289K -$4.91K -100 -2%
KCM
1038
Kendall Capital Management
Maryland
$286K -$14.7K -300 -5%
BBA
1039
Braun-Bostich & Associates
Pennsylvania
$285K +$6.87K +140 +3%
HIC
1040
Holderness Investments Company
North Carolina
$284K – – –
AAS
1041
Annex Advisory Services
Wisconsin
$284K -$3.44K -70 -1%
CWP
1042
Concord Wealth Partners
Virginia
$284K +$14.7K +300 +6%
GA
1043
Geller Advisors
New York
$283K +$261K +5,320 New
TA
1044
Townsend & Associates
Colorado
$283K +$11.3K +230 +4%
YDMI
1045
Y.D. More Investments
Israel
$282K -$158K -3,210 -38%
OCPWS
1046
One Charles Private Wealth Services
Massachusetts
$280K – – –
TC
1047
TownSquare Capital
Utah
$280K +$259K +5,280 New
DFG
1048
Delta Financial Group
New Jersey
$280K – – –
V
1049
VeraBank
Texas
$280K -$7.36K -150 -3%
AC
1050
Allstate Corporation
Illinois
$277K -$2.35M -47,810 -90%
40 41
42
43 44