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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCPWS
1126
One Charles Private Wealth Services
Massachusetts
$414K – – –
PSC
1127
Portman Square Capital
United Kingdom
$414K – – –
BBA
1128
Braun-Bostich & Associates
Pennsylvania
$413K +$359K +5,270 New
ZB
1129
Zions Bancorporation
Utah
$412K -$81.1K -1,190 -18%
SFP
1130
Shepherd Financial Partners
Massachusetts
$409K +$7.5K +110 +2%
RGC
1131
Roberts, Glore & Co
Illinois
$409K -$198K -2,900 -36%
DFG
1132
Delta Financial Group
New Jersey
$408K – – –
GRP
1133
Global Retirement Partners
California
$408K +$3.41K +50 +0.9%
HTC
1134
Haverford Trust Company
Pennsylvania
$404K +$32K +470 +10%
AFG
1135
Atomi Financial Group
New York
$403K +$350K +5,140 New
AC
1136
ASB Consultores
Florida
$403K -$108K -1,580 -24%
DFCM
1137
Dark Forest Capital Management
Puerto Rico
$403K -$3.36M -49,250 -91%
AWM
1138
Angeles Wealth Management
California
$403K +$15K +220 +4%
CAM
1139
Cidel Asset Management
Ontario, Canada
$402K +$350K +5,130 New
FAFN
1140
First Affirmative Financial Network
Colorado
$401K +$18.4K +270 +6%
GS
1141
GTS Securities
Florida
$401K -$971K -14,250 -74%
LAS
1142
Lloyd Advisory Services
Georgia
$399K -$60.7K -890 -15%
LWM
1143
Lyell Wealth Management
California
$399K – – –
KFGK
1144
Keystone Financial Group (Kentucky)
Kentucky
$398K +$31.4K +460 +10%
PCOC
1145
Power Corp of Canada
Canada
$398K -$140K -2,060 -29%
KCM
1146
Kendall Capital Management
Maryland
$396K -$17K -250 -5%
DA
1147
DCF Advisers
Connecticut
$392K – – –
HIP
1148
Harrell Investment Partners
Texas
$392K – – –
LAI
1149
Legal Advantage Investments
California
$392K – – –
MAWCM
1150
Mine & Arao Wealth Creation & Management
California
$392K – – –
44 45
46
47 48