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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
1201
Crescent Grove Advisors
Illinois
$440K – – –
JIR
1202
James Investment Research
Ohio
$439K +$45.7K +520 +13%
SAM
1203
SignalPoint Asset Management
Missouri
$438K -$16.7K -190 -4%
NCM
1204
Nelson Capital Management
California
$437K +$396K +4,500 New
SIC
1205
Salem Investment Counselors
North Carolina
$436K -$4.4K -50 -1%
EWM
1206
Evercore Wealth Management
New York
$434K +$5.28K +60 +1%
PPWP
1207
Premier Path Wealth Partners
New Jersey
$434K -$1.14M -12,950 -74%
SWM
1208
Spire Wealth Management
Virginia
$433K +$4.4K +50 +1%
QWP
1209
Quotient Wealth Partners
Texas
$433K +$22K +250 +6%
NAS
1210
Nicolet Advisory Services
Wisconsin
$432K -$26.4K -300 -6%
IA
1211
Insight Advisors
Pennsylvania
$432K -$1.76K -20 -0.4%
FA
1212
FDx Advisors
Illinois
$432K -$1.28M -14,520 -77%
IIA
1213
Integral Investment Advisors
California
$432K +$41.3K +470 +12%
DCM
1214
DGS Capital Management
New Jersey
$430K +$53.7K +610 +16%
IP
1215
Ignite Planners
California
$425K – – –
AWM
1216
Affinity Wealth Management
Delaware
$424K -$35.2K -400 -8%
SPWG
1217
Syntegra Private Wealth Group
Missouri
$421K – – –
TVAMP
1218
Tennessee Valley Asset Management Partners
Tennessee
$421K -$379K -4,310 -50%
MLL
1219
Moody Lynn & Lieberson
Massachusetts
$421K – – –
WWG
1220
West Wealth Group
California
$420K +$880 +10 +0.2%
PIA
1221
Perennial Investment Advisors
California
$418K -$4.4K -50 -1%
FFM
1222
Forum Financial Management
Illinois
$417K +$92.4K +1,050 +32%
BBA
1223
Braun-Bostich & Associates
Pennsylvania
$415K -$88K -1,000 -19%
OFS
1224
OneAscent Financial Services
Alabama
$411K +$91.5K +1,040 +33%
PCS
1225
Personal CFO Solutions
New Jersey
$409K -$387K -4,400 -51%
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