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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1226
Flagship Harbor Advisors
Massachusetts
$421K -$7.48K -95 -2%
WEG
1227
World Equity Group
Illinois
$421K -$629K -7,990 -58%
SI
1228
Saxon Interests
Texas
$420K +$189K +2,401 +71%
BAM
1229
BOS Asset Management
Illinois
$418K – – –
CWP
1230
CFM Wealth Partners
Texas
$418K +$453K +5,750 New
MPWT
1231
MassMutual Private Wealth & Trust
Connecticut
$417K +$129K +1,638 +40%
FIM
1232
Freedom Investment Management
Connecticut
$416K -$41K -520 -8%
KFS
1233
Keynote Financial Services
Connecticut
$416K +$157 +2 +0%
JFG
1234
Jefferies Financial Group
New York
$414K -$6.81M -86,515 -94%
CCM
1235
Chilton Capital Management
Texas
$412K – – –
IIC
1236
Ironwood Investment Counsel
Arizona
$410K +$46.8K +594 +12%
EFS
1237
Essex Financial Services
Connecticut
$408K +$5.67K +72 +1%
FCMC
1238
Founders Capital Management (Connecticut)
Connecticut
$408K +$442K +5,609 New
SG
1239
StoneX Group
New York
$408K -$1.16M -14,756 -73%
DC
1240
DeDora Capital
California
$407K +$14.9K +189 +3%
FWP
1241
Falcon Wealth Planning
California
$407K +$441K +5,595 New
KAM
1242
Karani Asset Management
New York
$405K +$438K +5,566 New
ISWM
1243
Independent Solutions Wealth Management
New York
$404K +$109K +1,390 +33%
BG
1244
Bahl & Gaynor
Ohio
$400K – – –
ACM
1245
Allred Capital Management
Texas
$399K +$17.6K +223 +4%
IMC
1246
Investment Management Corporation
Virginia
$398K +$432K +5,480 New
NAS
1247
Nicolet Advisory Services
Wisconsin
$395K +$115K +1,462 +33%
CFG
1248
Carr Financial Group
Massachusetts
$394K -$85.1K -1,081 -17%
TCM
1249
Telos Capital Management
California
$393K -$51.8K -658 -11%
BFS
1250
Bradley Foster & Sargent
Connecticut
$393K -$11.3K -143 -3%
48 49
50
51 52