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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
EB
1251
Eastern Bank
Massachusetts
$511K -$10.3K -130 -2%
BWM
1252
BankPlus Wealth Management
Mississippi
$511K +$8.33K +105 +2%
SRC
1253
Shufro Rose & Co
New York
$509K – – –
AIM
1254
Alhambra Investment Management
Florida
$507K +$75.5K +952 +22%
PPA
1255
Pacific Point Advisors
California
$506K – – –
LWM
1256
Lyell Wealth Management
California
$503K – – –
ICP
1257
Interchange Capital Partners
Pennsylvania
$503K -$3.25K -41 -0.8%
LIP
1258
Lighthouse Investment Partners
Florida
$503K +$410K +5,166 New
EWM
1259
Evercore Wealth Management
New York
$502K – – –
CIC
1260
Chase Investment Counsel
Virginia
$501K – – –
1WM
1261
1858 Wealth Management
Ohio
$500K +$140K +1,766 +52%
HSA
1262
HBK Sorce Advisory
Pennsylvania
$498K -$1.51K -19 -0.4%
CCA
1263
Conservest Capital Advisors
Pennsylvania
$498K – – –
TCM
1264
Tandem Capital Management
New Jersey
$496K – – –
MAM
1265
McLean Asset Management
Virginia
$493K +$6.5K +82 +2%
BPCE
1266
Bank Pictet & Cie (Europe)
Germany
$493K -$8.64K -109 -2%
LPAM
1267
Lodestar Private Asset Management
California
$493K -$3.97K -50 -1%
CPW
1268
Crestmont Private Wealth
Texas
$491K +$23.6K +298 +6%
SFG
1269
Sather Financial Group
Texas
$491K +$53.4K +673 +15%
CAM
1270
Costello Asset Management
Pennsylvania
$487K +$6.19K +78 +2%
CFSG
1271
Clark Financial Services Group
Missouri
$487K +$3.33K +42 +0.8%
CCM
1272
Chilton Capital Management
Texas
$487K -$53.1K -670 -12%
MAWCM
1273
Mine & Arao Wealth Creation & Management
California
$487K – – –
TS
1274
Triglav Skladi
Slovenia
$487K – – –
ACM
1275
Allred Capital Management
Texas
$486K -$39.4K -497 -9%
49 50
51
52 53