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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
1051
Alpha DNA Investment Management
Maryland
$712K +$645K +7,330 New
CFSG
1052
Clark Financial Services Group
Missouri
$703K -$171K -1,940 -21%
MIC
1053
Meridian Investment Counsel
California
$701K – – –
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$699K -$224K -2,550 -26%
CIS
1055
Capital International Sarl
California
$695K +$339K +3,850 +117%
FPAS
1056
Focus Partners Advisor Solutions
Missouri
$694K +$628K +7,140 New
LCC
1057
Lincoln Capital Corp
Rhode Island
$693K +$1.76K +20 +0.3%
A
1058
AlphaQuest
New York
$687K +$622K +7,070 New
SIM
1059
Sentry Investment Management
Wisconsin
$683K – – –
P
1060
&Partners
Tennessee
$682K -$980K -11,140 -61%
WG
1061
Wealth Group
North Carolina
$681K +$617K +7,010 New
SRC
1062
Shufro Rose & Co
New York
$680K – – –
PFS
1063
Physicians Financial Services
North Carolina
$673K – – –
TPW
1064
Transatlantique Private Wealth
New York
$660K -$880 -10 -0.1%
PWLP
1065
Prio Wealth Limited Partnership
Massachusetts
$656K -$880 -10 -0.1%
HSA
1066
HBK Sorce Advisory
Pennsylvania
$647K +$260K +2,950 +80%
CMTU
1067
Capital Markets Trading (UK)
United Kingdom
$646K -$458K -5,210 -44%
AC
1068
Avestar Capital
New York
$644K +$111K +1,260 +24%
CWM
1069
Congress Wealth Management
Massachusetts
$643K -$64.2K -730 -10%
AWA
1070
Aaron Wealth Advisors
Illinois
$642K +$91.5K +1,040 +19%
ARG
1071
Advisory Resource Group
Oklahoma
$641K -$3.9M -44,350 -87%
BCM
1072
Brookstone Capital Management
Illinois
$641K +$25.5K +290 +5%
FPCP
1073
Fort Point Capital Partners
California
$641K -$30.8K -350 -5%
DWG
1074
Darden Wealth Group
Michigan
$638K +$576K +6,550 New
GIA
1075
Gladstone Institutional Advisory
Florida
$637K -$32.5K -370 -5%
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