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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
1101
Convergence Investment Partners
Florida
$212K -$10.9K -180 -5%
DW
1102
Domani Wealth
Pennsylvania
$212K – – –
JCM
1103
Jacobi Capital Management
Pennsylvania
$212K +$17.6K +290 +8%
FAFN
1104
First Affirmative Financial Network
Colorado
$212K +$226K +3,720 New
FSA
1105
Franklin Street Advisors
North Carolina
$211K +$225K +3,700 New
CAG
1106
Crestwood Advisors Group
Massachusetts
$209K – – –
TPM
1107
Triasima Portfolio Management
Quebec, Canada
$205K -$1.32M -21,700 -86%
SWP
1108
ShoreHaven Wealth Partners
New Jersey
$205K – – –
KPW
1109
Kore Private Wealth
New York
$205K +$25.5K +420 +13%
HB
1110
Homrich & Berg
Georgia
$203K +$6.69K +110 +3%
FHC
1111
First Heartland Consultants
Missouri
$203K +$21.3K +350 +11%
GTAM
1112
Global Trust Asset Management
Florida
$200K – – –
SOW
1113
State of Wyoming
Wyoming
$199K +$172K +2,830 +422%
FMT
1114
First Mercantile Trust
Tennessee
$195K -$157K -2,580 -43%
BCM
1115
Blume Capital Management
California
$194K – – –
WOC
1116
West Oak Capital
California
$182K – – –
PFBT
1117
Parkside Financial Bank & Trust
Missouri
$177K -$17.6K -290 -9%
SFP
1118
Sterling Financial Planning
New Jersey
$171K +$182K +3,000 New
AF
1119
Allworth Financial
California
$169K +$26.2K +430 +17%
CCM
1120
Covington Capital Management
California
$158K -$21.3K -350 -11%
LC
1121
Lindbrook Capital
California
$155K -$5.47K -90 -3%
SIAP
1122
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$150K – – –
SN
1123
Sittner & Nelson
Oregon
$144K – – –
HCP
1124
Hexagon Capital Partners
Arkansas
$142K – – –
MSE
1125
MUFG Securities EMEA
United Kingdom
$135K -$18.1M -297,620 -99%
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