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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
1026
Merlin Capital
Rhode Island
$566K -$5.45K -80 -1%
MIC
1027
Meridian Investment Counsel
California
$566K – – –
GI
1028
GAMMA Investing
California
$564K +$466K +6,840 New
KWA
1029
Kingswood Wealth Advisors
California
$560K +$213K +3,120 +77%
LCC
1030
Lincoln Capital Corp
Rhode Island
$557K +$1.36K +20 +0.3%
VCP
1031
Verus Capital Partners
Arizona
$557K +$34.8K +510 +8%
KAS
1032
KPP Advisory Services
Kentucky
$556K +$18.4K +270 +4%
CRI
1033
Colonial River Investments
Virginia
$555K +$483K +7,080 New
SIM
1034
Sentry Investment Management
Wisconsin
$551K -$51.1K -750 -10%
VAS
1035
Vestmark Advisory Solutions
Massachusetts
$549K +$128K +1,880 +37%
CWA
1036
Continuum Wealth Advisors
New York
$549K -$273K -4,000 -36%
FPCP
1037
Fort Point Capital Partners
California
$544K +$682 +10 +0.1%
JCM
1038
Janney Capital Management
Pennsylvania
$543K -$256K -3,750 -35%
PFS
1039
Physicians Financial Services
North Carolina
$543K – – –
GIA
1040
Gladstone Institutional Advisory
Florida
$543K +$24.5K +360 +5%
PIM
1041
Plato Investment Management
Australia
$542K +$472K +6,920 New
PWMG
1042
Provence Wealth Management Group
California
$539K -$2.73K -40 -0.6%
LEA
1043
Legacy Edge Advisors
New York
$537K +$467K +6,850 New
DS
1044
DRW Securities
Illinois
$534K -$150K -2,200 -24%
TPW
1045
Transatlantique Private Wealth
New York
$533K +$122K +1,790 +36%
PWLP
1046
Prio Wealth Limited Partnership
Massachusetts
$529K -$2.04K -30 -0.4%
RA
1047
Rational Advisors
New York
$529K +$461K +6,760 New
NC
1048
NinePointTwo Capital
California
$528K – – –
DMBA
1049
Deseret Mutual Benefit Administrators
Utah
$520K -$120K -1,760 -21%
TSWM
1050
Tyler-Stone Wealth Management
Ohio
$518K -$104K -1,530 -19%
40 41
42
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