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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
1101
Private Trust Company
Ohio
$790K +$133K +1,677 +26%
GIA
1102
Gladstone Institutional Advisory
Florida
$790K -$93.4K -1,178 -13%
PIA
1103
Prakash Investment Advisors
Massachusetts
$785K – – –
ZBNA
1104
Zions Bancorporation, National Association
Utah
$785K -$32.7K -412 -5%
MAM
1105
Martingale Asset Management
Massachusetts
$784K +$639K +8,056 New
RDWM
1106
Red Door Wealth Management
Tennessee
$782K -$11.2K -141 -2%
CIC
1107
Chilton Investment Company
Connecticut
$781K -$105K -1,325 -14%
DIP
1108
Davis Investment Partners
North Carolina
$779K +$3.57K +45 +0.6%
TNB
1109
Thomasville National Bank
Georgia
$779K -$4.76K -60 -0.7%
WCA
1110
Westover Capital Advisors
Delaware
$779K – – –
OCM
1111
Octahedron Capital Management
California
$779K +$635K +8,000 New
EW
1112
Evoke Wealth
California
$777K +$60.9K +768 +11%
WIM
1113
Westside Investment Management
California
$773K +$21.4K +270 +4%
SF
1114
Summit Financial
New Jersey
$771K +$68.4K +863 +12%
SCI
1115
Silver Coast Investments
United States
$769K +$48.3K +609 +8%
SWP
1116
Strategic Wealth Partners
Ohio
$767K +$625K +7,880 New
PFA
1117
Pure Financial Advisors
California
$765K +$253K +3,186 +68%
VCM
1118
Versant Capital Management
Arizona
$765K +$126K +1,588 +25%
NERM
1119
New England Research & Management
Illinois
$764K +$133K +1,683 +27%
SB
1120
Strategic Blueprint
Georgia
$763K -$82.6K -1,041 -12%
RFP
1121
Root Financial Partners
California
$763K +$28.9K +365 +5%
CCWM
1122
Cassaday & Co Wealth Management
Virginia
$759K -$2.14K -27 -0.3%
AGWCA
1123
Annis Gardner Whiting Capital Advisors
Florida
$759K +$35.2K +444 +6%
JPWM
1124
Jamison Private Wealth Management
Georgia
$758K +$109K +1,378 +22%
PW
1125
Paladin Wealth
Minnesota
$758K +$23.3K +294 +4%
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45
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