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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1176
JGP Wealth Management
Oregon
$252K -$10.5K -160 -4%
FSC
1177
Full Sail Capital
Oklahoma
$251K – – –
WF
1178
WoodTrust Financial
Wisconsin
$251K – – –
JIR
1179
James Investment Research
Ohio
$251K -$1.31K -20 -0.5%
AA
1180
Alta Advisers
United Kingdom
$251K – – –
IIA
1181
Integral Investment Advisors
California
$251K – – –
AG
1182
Ascent Group
Virginia
$250K -$137K -2,080 -35%
HPM
1183
Hoxton Planning & Management
West Virginia
$250K -$4.6K -70 -2%
EFG
1184
Everhart Financial Group
Ohio
$249K +$37.4K +570 +17%
CF
1185
Centaurus Financial
California
$245K +$21.7K +330 +9%
FP
1186
Foundry Partners
Minnesota
$244K -$42.7K -650 -14%
YDMI
1187
Y.D. More Investments
Israel
$244K – – –
CAM
1188
Congress Asset Management
Massachusetts
$242K +$657 +10 +0.3%
TA
1189
Tactive Advisors
Florida
$242K – – –
VV
1190
Verity & Verity
South Carolina
$241K – – –
SAG
1191
SageView Advisory Group
California
$241K +$7.23K +110 +3%
OWA
1192
Outlook Wealth Advisors
Texas
$241K +$252K +3,840 New
DCM
1193
DGS Capital Management
New Jersey
$240K -$16.4K -250 -6%
AL
1194
Aspiriant LLC
California
$239K +$250K +3,810 New
CAMV
1195
Concord Asset Management (Virginia)
Virginia
$236K +$40.1K +610 +19%
IAP
1196
Indie Asset Partners
Indiana
$235K +$657 +10 +0.3%
MPWT
1197
MassMutual Private Wealth & Trust
Connecticut
$235K +$13.1K +200 +6%
EVM
1198
Evelyn V. Moreno
$231K – – –
BFM
1199
Boothbay Fund Management
New York
$231K +$242K +3,690 New
CCM
1200
Carlson Capital Management
Minnesota
$231K +$7.88K +120 +3%
46 47
48
49 50