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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PJSIMP
1076
P.J. Schmidt Investment Management (PJS)
Wisconsin
$239K +$265K +4,350 New
PCG
1077
Private Capital Group
Connecticut
$238K +$35.9K +590 +16%
UF
1078
Univest Financial
Pennsylvania
$237K +$4.26K +70 +2%
HWMA
1079
Heritage Wealth Management (Arizona)
Arizona
$236K +$23.1K +380 +10%
AWM
1080
Affinity Wealth Management
Delaware
$235K – – –
PGWM
1081
Parisi Gray Wealth Management
New Jersey
$234K – – –
HPWM
1082
Highland Private Wealth Management
Washington
$232K +$31.6K +520 +15%
WPW
1083
Warther Private Wealth
Ohio
$232K +$247K +4,060 New
IIC
1084
Ironwood Investment Counsel
Arizona
$229K – – –
TPWA
1085
TRUE Private Wealth Advisors
Oregon
$229K – – –
RMDI
1086
R.M. Davis Inc
Maine
$229K +$7.3K +120 +3%
DLG
1087
Daniel L. Goodwin
$229K +$244K +4,010 New
WF
1088
WoodTrust Financial
Wisconsin
$228K -$41.4K -680 -15%
DS
1089
DRW Securities
Illinois
$227K – – –
GA
1090
Geller Advisors
New York
$227K +$1.82K +30 +0.8%
JWM
1091
JGP Wealth Management
Oregon
$225K – – –
CSPAM
1092
Cary Street Partners Asset Management
Virginia
$222K -$38.9K -640 -14%
WMA
1093
Wealth Management Associates
New Jersey
$222K – – –
SWM
1094
SeaCrest Wealth Management
New York
$220K -$62.7K -1,030 -21%
MA
1095
Mutual Advisors
Nebraska
$220K -$1.22K -20 -0.5%
AP
1096
Appleton Partners
Massachusetts
$219K -$18.3K -300 -7%
NG
1097
Northstar Group
New York
$219K – – –
BCM
1098
Brookstone Capital Management
Illinois
$218K +$18.3K +300 +8%
AFM
1099
Andesa Financial Management
Pennsylvania
$217K -$1.82K -30 -0.8%
V
1100
VeraBank
Texas
$213K +$228K +3,740 New
42 43
44
45 46