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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
1251
AFT Forsyth & Company
Florida
$393K -$19.7K -250 -4%
MAWA
1252
Moss Adams Wealth Advisors
Washington
$391K +$193K +2,446 +84%
GWANC
1253
Guardian Wealth Advisors (North Carolina)
North Carolina
$391K +$315 +4 +0.1%
EB
1254
Eastern Bank
Massachusetts
$391K +$424K +5,380 New
WFI
1255
West Family Investments
California
$390K -$42.6K -541 -9%
CL
1256
CSS LLC
Illinois
$388K -$198K -2,510 -32%
QWP
1257
Quotient Wealth Partners
Texas
$387K +$81.6K +1,036 +24%
V
1258
VeraBank
Texas
$386K -$13.1K -166 -3%
WIA
1259
World Investment Advisors
California
$384K -$40.4K -513 -9%
CC
1260
Callan Capital
California
$383K +$53.2K +675 +15%
CAM
1261
Cidel Asset Management
Ontario, Canada
$380K +$19.5K +247 +5%
ICP
1262
Interchange Capital Partners
Pennsylvania
$379K +$11K +140 +3%
PPA
1263
Pacific Point Advisors
California
$378K – – –
BPCE
1264
Bank Pictet & Cie (Europe)
Germany
$376K +$408K +5,176 New
SIM
1265
Seaview Investment Managers
Florida
$376K +$86K +1,092 +27%
LWM
1266
Lyell Wealth Management
California
$376K -$33.9K -430 -8%
EWM
1267
Evercore Wealth Management
New York
$375K -$8.66K -110 -2%
CIC
1268
Chase Investment Counsel
Virginia
$374K – – –
BWM
1269
BankPlus Wealth Management
Mississippi
$374K +$16.9K +214 +4%
HSA
1270
HBK Sorce Advisory
Pennsylvania
$374K +$38.6K +490 +11%
CCA
1271
Conservest Capital Advisors
Pennsylvania
$372K – – –
OWA
1272
ORBA Wealth Advisors
Illinois
$372K – – –
LPAM
1273
Lodestar Private Asset Management
California
$371K – – –
TCM
1274
Tandem Capital Management
New Jersey
$371K – – –
AIP
1275
Arrowpoint Investment Partners
Singapore
$371K +$402K +5,100 New
49 50
51
52 53