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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
FNBT
1101
FineMark National Bank & Trust
Florida
$237K -$28.5K -580 -11%
STA
1102
Summit Trail Advisors
New York
$237K +$218K +4,450 New
GPA
1103
Guidance Point Advisors
Massachusetts
$236K +$218K +4,450 New
TF
1104
TimeScale Financial
Massachusetts
$234K +$981 +20 +0.5%
GC
1105
Gilbert & Cook
Iowa
$233K +$216K +4,400 New
CL
1106
Choreo LLC
Illinois
$233K +$214K +4,370 New
EWM
1107
Evercore Wealth Management
New York
$230K +$212K +4,330 New
LFA
1108
Legacy Financial Advisors
Kentucky
$229K +$212K +4,310 New
RA
1109
RFG Advisory
Alabama
$228K -$1.47K -30 -0.7%
MCM
1110
Manchester Capital Management
Vermont
$226K +$55.9K +1,140 +36%
MLL
1111
Moody Lynn & Lieberson
Massachusetts
$226K +$210K +4,270 New
SMA
1112
Sage Mountain Advisors
Georgia
$225K +$209K +4,250 New
AWM
1113
Affinity Wealth Management
Delaware
$224K +$208K +4,230 New
AG
1114
Ascent Group
Virginia
$223K +$207K +4,210 New
HPM
1115
Hoxton Planning & Management
West Virginia
$223K +$207K +4,210 New
SCM
1116
Schnieders Capital Management
California
$223K +$206K +4,200 New
DCM
1117
Donaldson Capital Management
Indiana
$223K -$49.1K -1,000 -19%
BIP
1118
Blueprint Investment Partners
North Carolina
$222K +$206K +4,190 New
AP
1119
Appleton Partners
Massachusetts
$222K +$206K +4,190 New
JWM
1120
JGP Wealth Management
Oregon
$222K +$205K +4,180 New
KP
1121
Keel Point
Alabama
$221K +$205K +4,180 New
EWA
1122
EP Wealth Advisors
California
$221K +$301K +6,140 +44%
9WM
1123
9258 Wealth Management
Ohio
$221K +$204K +4,160 New
IP
1124
Ignite Planners
California
$220K – – –
CSPIA
1125
Cary Street Partners Investment Advisory
Virginia
$219K – – –
43 44
45
46 47