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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1201
BankPlus Wealth Management
Mississippi
$356K +$374K +4,929 New
HKIMG
1202
Hutchens & Kramer Investment Management Group
Indiana
$356K +$374K +4,928 New
BFO
1203
Biltmore Family Office
North Carolina
$354K – – –
CCIA
1204
Campbell & Co Investment Adviser
Maryland
$351K +$368K +4,856 New
DIM
1205
Delta Investment Management
California
$350K +$368K +4,848 New
PDL
1206
Portfolio Design Labs
California
$349K +$366K +4,829 New
PA
1207
PharVision Advisers
Florida
$347K +$365K +4,808 New
GPA
1208
Guerra Pan Advisors
New Jersey
$347K – – –
CRC
1209
Curi RMB Capital
Illinois
$346K +$363K +4,786 New
CIAM
1210
Caitong International Asset Management
Hong Kong
$344K +$361K +4,763 New
VBCG
1211
Valley Brook Capital Group
Pennsylvania
$343K – – –
PWP
1212
Prasad Wealth Partners
Ohio
$340K +$357K +4,702 New
CWA
1213
Continuum Wealth Advisors
New York
$339K – – –
IA
1214
Integrity Alliance
Iowa
$339K +$356K +4,690 New
FFA
1215
Florida Financial Advisors
Florida
$338K +$355K +4,686 New
EW
1216
Elyxium Wealth
California
$337K -$181K -2,390 -34%
CIS
1217
Capital International Sarl
California
$337K -$69K -910 -16%
MA
1218
Maxele Advisors
Missouri
$337K +$354K +4,670 New
HSA
1219
HBK Sorce Advisory
Pennsylvania
$336K -$110K -1,451 -24%
SAG
1220
SageView Advisory Group
California
$335K -$7.43K -98 -2%
NAS
1221
Nicolet Advisory Services
Wisconsin
$335K -$3.08M -40,655 -90%
BMWS
1222
Brady Martz Wealth Solutions
North Dakota
$334K +$338K +4,453 New
CT
1223
Caldwell Trust
Florida
$334K – – –
TPI
1224
Trust Point Inc
Wisconsin
$333K -$242K -3,195 -41%
VC
1225
Veracity Capital
Georgia
$333K +$350K +4,612 New
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