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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1126
Ignite Planners
California
$220K – – –
CSPIA
1127
Cary Street Partners Investment Advisory
Virginia
$219K – – –
WB
1128
West Bancorporation
Iowa
$218K +$202K +4,110 New
WWG
1129
West Wealth Group
California
$217K +$201K +4,100 New
DWM
1130
Dakota Wealth Management
Florida
$217K +$201K +4,090 New
BC
1131
Barrett & Company
Rhode Island
$215K +$187K +3,810 +1,524%
PCM
1132
Poehling Capital Management
Wisconsin
$215K +$199K +4,050 New
CGA
1133
Crescent Grove Advisors
Illinois
$214K +$198K +4,030 New
VAS
1134
Vestmark Advisory Solutions
Massachusetts
$214K -$103K -2,100 -34%
KFS
1135
Kaizen Financial Strategies
California
$214K -$10.3K -210 -5%
JIR
1136
James Investment Research
Ohio
$213K -$17.2K -350 -8%
FSC
1137
Full Sail Capital
Oklahoma
$213K +$197K +4,010 New
AA
1138
Alta Advisers
United Kingdom
$212K – – –
ETIA
1139
Epic Trust Investment Advisors
Washington
$212K +$196K +4,000 New
IIA
1140
Integral Investment Advisors
California
$212K +$196K +4,000 New
WF
1141
WoodTrust Financial
Wisconsin
$212K +$196K +4,000 New
HIP
1142
Harrell Investment Partners
Texas
$210K – – –
JSW
1143
Journey Strategic Wealth
New Jersey
$210K +$194K +3,950 New
GA
1144
GraniteShares Advisors
New York
$209K +$194K +3,950 New
AA
1145
AlphaMark Advisors
Kentucky
$209K – – –
PMAM
1146
Picton Mahoney Asset Management
Ontario, Canada
$209K +$194K +3,950 New
SIM
1147
Stratos Investment Management
Ohio
$207K +$192K +3,910 New
WI
1148
Wintrust Investments
Illinois
$207K -$344K -7,000 -64%
BB
1149
Busey Bank
Illinois
$207K -$75.6K -1,540 -28%
DW
1150
Domani Wealth
Pennsylvania
$207K +$191K +3,900 New
44 45
46
47 48