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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
1026
Pinkerton Retirement Specialists
Idaho
$417K +$49.9K +760 +13%
BAM
1027
Blueshift Asset Management
New Jersey
$417K +$139K +2,110 +46%
VCP
1028
Verus Capital Partners
Arizona
$414K +$52.6K +800 +14%
GIA
1029
Gladstone Institutional Advisory
Florida
$412K +$15.1K +230 +4%
CWP
1030
CFM Wealth Partners
Texas
$411K – – –
WPW
1031
Watershed Private Wealth
Illinois
$411K – – –
OWM
1032
OneAscent Wealth Management
Alabama
$410K +$428K +6,520 New
CIA
1033
Capital Investment Advisors
Georgia
$410K +$430K +6,540 New
1WM
1034
1900 Wealth Management
Texas
$409K +$428K +6,520 New
FA
1035
Financial Advisors
Massachusetts
$407K – – –
RIA
1036
Realta Investment Advisors
Delaware
$404K – – –
FHA
1037
Flagship Harbor Advisors
Massachusetts
$404K +$1.97K +30 +0.5%
ZB
1038
Zions Bancorporation
Utah
$404K -$72.9K -1,110 -15%
MMA
1039
Miracle Mile Advisors
California
$404K -$15.8K -240 -4%
AI
1040
AdvisorShares Investments
Maryland
$399K -$89.3K -1,360 -18%
LWM
1041
LJI Wealth Management
Indiana
$398K -$1.31K -20 -0.3%
FMLI
1042
Fukoku Mutual Life Insurance
Japan
$397K -$40.1K -610 -9%
CIC
1043
Cornercap Investment Counsel
Georgia
$397K – – –
UFF
1044
USA Financial Formulas
Michigan
$394K +$412K +6,270 +62,700%
CT
1045
Caldwell Trust
Florida
$391K -$88.7K -1,350 -18%
MC
1046
Machina Capital
France
$391K +$410K +6,240 New
AFC
1047
AFT Forsyth & Company
Florida
$389K +$39.4K +600 +11%
PP
1048
PDS Planning
Ohio
$386K +$4.6K +70 +1%
CWM
1049
Congress Wealth Management
Massachusetts
$385K -$16.4K -250 -4%
CCS
1050
Concentric Capital Strategies
Connecticut
$383K +$401K +6,110 New
40 41
42
43 44