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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1151
SeaCrest Wealth Management
New York
$307K +$25.1K +400 +10%
DBT
1152
Dubuque Bank & Trust
Iowa
$306K -$3.76K -60 -1%
OFG
1153
OmniStar Financial Group
North Carolina
$306K +$2.51K +40 +1%
CWP
1154
Concord Wealth Partners
Virginia
$304K +$234K +3,740 +779%
CRI
1155
Colonial River Investments
Virginia
$303K +$264K +4,210 New
OFS
1156
OneAscent Financial Services
Alabama
$302K +$263K +4,200 New
MIS
1157
Morningstar Investment Services
Illinois
$301K +$263K +4,190 New
GD
1158
Grandfield & Dodd
New York
$300K +$3.13K +50 +1%
PGWM
1159
Parisi Gray Wealth Management
New Jersey
$296K – – –
AP
1160
Appleton Partners
Massachusetts
$296K +$17.6K +280 +7%
PJSIMP
1161
P.J. Schmidt Investment Management (PJS)
Wisconsin
$294K +$40.1K +640 +15%
CBN
1162
Cadence Bank NA
Texas
$293K -$17.6K -280 -6%
IIC
1163
Ironwood Investment Counsel
Arizona
$290K +$627 +10 +0.2%
TPWA
1164
TRUE Private Wealth Advisors
Oregon
$289K – – –
MA
1165
Mutual Advisors
Nebraska
$289K +$8.78K +140 +4%
WF
1166
WoodTrust Financial
Wisconsin
$288K – – –
GA
1167
Geller Advisors
New York
$286K -$627 -10 -0.3%
JWM
1168
JGP Wealth Management
Oregon
$286K +$11.3K +180 +5%
IA
1169
Inspire Advisors
Idaho
$283K -$379K -6,040 -61%
BBA
1170
Braun-Bostich & Associates
Pennsylvania
$283K -$47K -750 -15%
AWM
1171
Affinity Wealth Management
Delaware
$283K – – –
RMDI
1172
R.M. Davis Inc
Maine
$281K -$7.52K -120 -3%
GC
1173
Gratus Capital
Georgia
$281K +$244K +3,900 New
EFSCE
1174
Enterprise Financial Services Corp (EFSC)
Missouri
$280K -$117K -1,870 -32%
PCG
1175
Private Capital Group
Connecticut
$280K -$17.6K -280 -7%
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47
48 49