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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1151
Lyell Wealth Management
California
$404K – – –
GCP
1152
GSA Capital Partners
United Kingdom
$404K -$1.59M -20,996 -79%
BFS
1153
Bradley Foster & Sargent
Connecticut
$401K -$55.3K -729 -12%
EFS
1154
Essex Financial Services
Connecticut
$400K +$420K +5,543 New
TPCW
1155
TD Private Client Wealth
New York
$400K -$1.57M -20,728 -79%
CJ
1156
Caitlin John
Michigan
$400K -$4.49M -59,215 -91%
MWM
1157
Maridea Wealth Management
New York
$398K +$418K +5,513 New
BG
1158
Bahl & Gaynor
Ohio
$397K – – –
V
1159
VeraBank
Texas
$396K +$1.67K +22 +0.4%
GA
1160
Geller Advisors
New York
$395K +$34.8K +459 +9%
SIM
1161
Sentry Investment Management
Wisconsin
$394K -$67.4K -889 -14%
PTC
1162
Private Trust Company
Ohio
$392K -$355K -4,679 -46%
BFG
1163
Beacon Financial Group
Texas
$392K +$7.66K +101 +2%
FFM
1164
Forum Financial Management
Illinois
$391K +$177K +2,337 +76%
DC
1165
DeDora Capital
California
$391K -$24.7K -325 -6%
DFG
1166
Delta Financial Group
New Jersey
$389K +$409K +5,390 New
KP
1167
Keel Point
Alabama
$389K -$11.9K -157 -3%
GWANC
1168
Guardian Wealth Advisors (North Carolina)
North Carolina
$389K +$7.51K +99 +2%
HTC
1169
Haverford Trust Company
Pennsylvania
$386K +$20.5K +270 +5%
AG
1170
AIA Group
Hong Kong
$385K +$4.47K +59 +1%
SAM
1171
SignalPoint Asset Management
Missouri
$384K +$68.5K +903 +20%
RCA
1172
Resonant Capital Advisors
Wisconsin
$382K -$165K -2,181 -29%
ACM
1173
Allred Capital Management
Texas
$380K +$5.76K +76 +1%
EWM
1174
Evercore Wealth Management
New York
$380K +$399K +5,264 New
SWM
1175
Spire Wealth Management
Virginia
$376K -$882K -11,635 -69%
45 46
47
48 49