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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1076
Summit Financial
New Jersey
$720K +$426K +4,440 +192%
AIA
1077
Angeles Investment Advisors
California
$720K -$199K -2,070 -23%
FIM
1078
Freedom Investment Management
Connecticut
$709K -$124K -1,290 -16%
EWM
1079
Elite Wealth Management
Washington
$706K +$636K +6,630 New
TPW
1080
Transatlantique Private Wealth
New York
$699K -$959 -10 -0.1%
IAS
1081
Insigneo Advisory Services
Florida
$699K +$22.1K +230 +3%
CWP
1082
CFM Wealth Partners
Texas
$699K – – –
XT
1083
XTX Topco
Cayman Islands
$697K -$112K -1,170 -15%
WPW
1084
Watershed Private Wealth
Illinois
$697K -$959 -10 -0.2%
LEA
1085
Legacy Edge Advisors
New York
$696K +$18.2K +190 +3%
FA
1086
Financial Advisors
Massachusetts
$692K – – –
ARG
1087
Advisory Resource Group
Oklahoma
$691K -$10.6K -110 -2%
TSMHT
1088
Thurston Springer Miller Herd & Titak
Indiana
$690K +$621K +6,480 New
DWM
1089
Dynasty Wealth Management
Florida
$689K -$110K -1,150 -15%
PP
1090
PDS Planning
Ohio
$688K +$959 +10 +0.2%
FHA
1091
Flagship Harbor Advisors
Massachusetts
$687K +$15.3K +160 +3%
WEG
1092
World Equity Group
Illinois
$687K -$619K -6,450 -50%
CPA
1093
Capital Performance Advisors
California
$684K +$23K +240 +4%
FFO
1094
Fiduciary Family Office
Florida
$682K – – –
HW
1095
Hancock Whitney
Mississippi
$679K – – –
SIM
1096
Sentry Investment Management
Wisconsin
$676K -$65.2K -680 -10%
CIS
1097
Capital International Sarl
California
$674K -$78.6K -820 -11%
LWM
1098
LJI Wealth Management
Indiana
$674K – – –
FFM
1099
Fullerton Fund Management
Singapore
$674K +$82.5K +860 +16%
TSWM
1100
Tyler-Stone Wealth Management
Ohio
$672K – – –
42 43
44
45 46