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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1076
Jamison Private Wealth Management
Georgia
$361K +$370K +4,250 +2,500%
IWC
1077
Integrated Wealth Concepts
Massachusetts
$357K -$3.31M -38,070 -90%
SFG
1078
Sather Financial Group
Texas
$357K -$27.8K -320 -7%
AWM
1079
Affinity Wealth Management
Delaware
$356K – – –
SEC
1080
Seven Eight Capital
New York
$355K +$378K +4,350 New
WWG
1081
West Wealth Group
California
$354K +$869 +10 +0.2%
TVAMP
1082
Tennessee Valley Asset Management Partners
Tennessee
$354K +$869 +10 +0.2%
SPWG
1083
Syntegra Private Wealth Group
Missouri
$354K -$4.35K -50 -1%
MLL
1084
Moody Lynn & Lieberson
Massachusetts
$353K – – –
SCM
1085
Stevens Capital Management
Pennsylvania
$348K +$196K +2,260 +112%
WAAG
1086
Wealth Alliance Advisory Group
Kansas
$347K +$21.7K +250 +6%
OCPWS
1087
One Charles Private Wealth Services
Massachusetts
$346K -$10.4K -120 -3%
BBA
1088
Braun-Bostich & Associates
Pennsylvania
$344K -$3.48K -40 -0.9%
IP
1089
Ignite Planners
California
$344K -$20.9K -240 -5%
RIS
1090
Retirement Income Solutions
Michigan
$343K -$40.9K -470 -10%
C1AG
1091
Client 1st Advisory Group
Florida
$342K -$103K -1,190 -22%
MWM
1092
Mascoma Wealth Management
New Hampshire
$342K – – –
HFW
1093
Horizon Family Wealth
Illinois
$341K +$3.48K +40 +1%
VAS
1094
Vestmark Advisory Solutions
Massachusetts
$339K -$146K -1,680 -29%
MPWT
1095
MassMutual Private Wealth & Trust
Connecticut
$339K +$6.09K +70 +2%
CAL
1096
Capital Advisors Ltd
Ohio
$336K +$6.09K +70 +2%
SCTC
1097
Sanibel Captiva Trust Company
Florida
$335K – – –
MFG
1098
Magnus Financial Group
New York
$335K +$357K +4,110 New
JWM
1099
JGP Wealth Management
Oregon
$335K -$3.48K -40 -1%
SI
1100
Stephens Inc
Arkansas
$334K -$20.3M -233,400 -98%
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