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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1201
Valley Brook Capital Group
Pennsylvania
$506K – – –
ACI
1202
Alpha Cubed Investments
California
$506K -$33.6K -350 -7%
EDRH
1203
Edmond de Rothschild Holding
Switzerland
$506K – – –
WG
1204
Winton Group
United Kingdom
$506K +$456K +4,750 New
FNBT
1205
FineMark National Bank & Trust
Florida
$505K +$57.5K +600 +14%
NAS
1206
Nicolet Advisory Services
Wisconsin
$504K +$2.88K +30 +0.7%
CCA
1207
Conservest Capital Advisors
Pennsylvania
$503K – – –
AC
1208
Allstate Corporation
Illinois
$502K – – –
SFG
1209
Sather Financial Group
Texas
$499K – – –
LFA
1210
Legacy Financial Advisors
Kentucky
$498K -$1.92K -20 -0.4%
RIS
1211
Retirement Income Solutions
Michigan
$497K – – –
GCP
1212
GSA Capital Partners
United Kingdom
$495K +$217K +2,260 +95%
PEA
1213
Park Edge Advisors
Ohio
$494K +$445K +4,640 New
TWP
1214
Tyche Wealth Partners
Texas
$492K +$443K +4,620 New
SCI
1215
Silver Coast Investments
United States
$488K – – –
KP
1216
Keel Point
Alabama
$487K +$38.4K +400 +7%
OPCM
1217
Osborne Partners Capital Management
California
$485K – – –
IP
1218
Ignite Planners
California
$484K +$11.5K +120 +3%
RT
1219
Rockland Trust
Massachusetts
$481K -$46K -480 -10%
OWG
1220
Oxford Wealth Group
Florida
$479K +$432K +4,500 New
NCM
1221
Nelson Capital Management
California
$479K – – –
DCM
1222
DGS Capital Management
New Jersey
$478K +$5.75K +60 +1%
SIC
1223
Salem Investment Counselors
North Carolina
$478K – – –
GTAM
1224
Global Trust Asset Management
Florida
$474K -$95.9K -1,000 -18%
MBT
1225
Montecito Bank & Trust
California
$474K +$114K +1,190 +37%
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