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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1076
Holderness Investments Company
North Carolina
$342K – – –
GDP
1077
Great Diamond Partners
Maine
$340K -$25.6K -390 -7%
GRP
1078
Global Retirement Partners
California
$336K +$5.91K +90 +2%
PIA
1079
Perennial Investment Advisors
California
$335K -$16.4K -250 -4%
WFI
1080
West Family Investments
California
$335K – – –
OTL
1081
Oak Thistle LLC
New York
$332K +$44K +670 +14%
KCM
1082
Kendall Capital Management
Maryland
$332K – – –
PSC
1083
Portman Square Capital
United Kingdom
$332K -$673K -10,250 -66%
OCPWS
1084
One Charles Private Wealth Services
Massachusetts
$332K – – –
V
1085
VeraBank
Texas
$331K – – –
AC
1086
Allstate Corporation
Illinois
$330K – – –
NERM
1087
New England Research & Management
Illinois
$329K +$345K +5,250 New
GCP
1088
GSA Capital Partners
United Kingdom
$328K -$24.3K -370 -7%
DFG
1089
Delta Financial Group
New Jersey
$327K +$342K +5,210 New
HIIFS
1090
Harel Insurance Investments & Financial Services
Israel
$326K -$1.63M -24,740 -83%
AF
1091
Advisornet Financial
Minnesota
$326K -$28.3K -430 -8%
PFBT
1092
Parkside Financial Bank & Trust
Missouri
$325K +$15.1K +230 +5%
WA
1093
Waverly Advisors
Alabama
$325K +$341K +5,190 New
AAS
1094
Annex Advisory Services
Wisconsin
$323K -$13.8K -210 -4%
WPW
1095
Waldron Private Wealth
Pennsylvania
$323K +$3.94K +60 +1%
IAS
1096
Insigneo Advisory Services
Florida
$322K +$3.94K +60 +1%
VAS
1097
Vestmark Advisory Solutions
Massachusetts
$322K -$47.3K -720 -12%
SFP
1098
Shepherd Financial Partners
Massachusetts
$320K -$3.94K -60 -1%
LWM
1099
Lyell Wealth Management
California
$320K -$48K -730 -13%
CS
1100
Comerica Securities
Michigan
$319K -$1.18M -18,020 -78%
42 43
44
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