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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1126
Capital CS Group
California
$615K +$554K +5,780 New
AAS
1127
Annex Advisory Services
Wisconsin
$614K +$62.3K +650 +13%
BAM
1128
BOS Asset Management
Illinois
$612K – – –
CCM
1129
Chilton Capital Management
Texas
$612K +$7.67K +80 +1%
DC
1130
DeDora Capital
California
$612K +$34.5K +360 +7%
LWM
1131
Lyell Wealth Management
California
$612K +$41.2K +430 +8%
CFO
1132
CVA Family Office
Colorado
$608K +$5.75K +60 +1%
OHIS
1133
Oak Harvest Investment Services
Texas
$607K -$21.1K -220 -4%
CA
1134
Commerzbank Aktiengesellschaft
Germany
$606K +$33.6K +350 +7%
RIA
1135
Realta Investment Advisors
Delaware
$601K +$48K +500 +10%
ST
1136
Sageworth Trust
Pennsylvania
$596K +$537K +5,600 New
MAM
1137
Martingale Asset Management
Massachusetts
$595K +$536K +5,590 New
VH
1138
Visionary Horizons
Tennessee
$593K -$26.9K -280 -5%
CCA
1139
Childress Capital Advisors
Texas
$590K +$132K +1,380 +33%
FAFN
1140
First Affirmative Financial Network
Colorado
$588K +$25.9K +270 +5%
CWA
1141
Continuum Wealth Advisors
New York
$588K +$74.8K +780 +16%
V
1142
VeraBank
Texas
$586K -$16.3K -170 -3%
IPW
1143
Impact Partnership Wealth
Georgia
$584K +$159K +1,660 +43%
UWS
1144
Unique Wealth Strategies
Illinois
$583K – – –
SFP
1145
Shepherd Financial Partners
Massachusetts
$583K +$6.71K +70 +1%
LCWP
1146
Legacy Capital Wealth Partners
Arkansas
$582K +$524K +5,460 New
WPW
1147
Waldron Private Wealth
Pennsylvania
$581K -$2.88K -30 -0.5%
PIA
1148
Perennial Investment Advisors
California
$581K +$111K +1,160 +27%
JCM
1149
Janney Capital Management
Pennsylvania
$578K – – –
FMLI
1150
Fukoku Mutual Life Insurance
Japan
$577K – – –
44 45
46
47 48