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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
AE Wealth Management
Kansas
$759K -$4.49M -51,080 -87%
CIS
1027
Custom Index Systems
New York
$757K -$128K -1,450 -16%
CCWM
1028
Cassaday & Co Wealth Management
Virginia
$752K -$103K -1,170 -13%
VA
1029
Verdad Advisers
Massachusetts
$751K +$680K +7,730 New
XT
1030
XTX Topco
Cayman Islands
$750K -$405K -4,600 -37%
WIM
1031
Westside Investment Management
California
$745K – – –
OLVIG
1032
Oliver Lagore Vanvalin Investment Group
Michigan
$744K -$20.2K -230 -3%
CM
1033
Capula Management
Cayman Islands
$742K +$172K +1,960 +35%
BWM
1034
Buckley Wealth Management
Nevada
$742K -$16.7K -190 -2%
MP
1035
McDonald Partners
Ohio
$741K – – –
DWM
1036
Dynasty Wealth Management
Florida
$740K +$670K +7,620 New
ECM
1037
Evergreen Capital Management
Washington
$739K +$2.64K +30 +0.4%
GRP
1038
Global Retirement Partners
California
$738K +$197K +2,240 +42%
KWA
1039
Kingswood Wealth Advisors
California
$735K +$36.1K +410 +6%
SPA
1040
Sherbrooke Park Advisers
New York
$734K +$664K +7,550 New
I
1041
InceptionR
California
$733K +$663K +7,540 New
MMA
1042
Miracle Mile Advisors
California
$731K +$13.2K +150 +2%
BA
1043
Birinyi Associates
Connecticut
$729K – – –
PGWM
1044
Parisi Gray Wealth Management
New Jersey
$726K +$103K +1,170 +19%
VCP
1045
Verus Capital Partners
Arizona
$725K +$30.8K +350 +5%
SWP
1046
Strategic Wealth Partners
Ohio
$724K -$185K -2,100 -22%
DMBA
1047
Deseret Mutual Benefit Administrators
Utah
$723K +$70.4K +800 +12%
SAM
1048
Strategy Asset Managers
California
$720K +$652K +7,410 New
MC
1049
Merlin Capital
Rhode Island
$716K +$13.2K +150 +2%
EFG
1050
Everhart Financial Group
Ohio
$714K +$246K +2,800 +62%
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