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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1301
Rothschild Investment LLC
Illinois
$332K +$28.2K +320 +10%
FHA
1302
First Horizon Advisors
Tennessee
$332K -$11.4K -130 -4%
OL
1303
OneFund LLC
Florida
$331K -$8.8K -100 -3%
NG
1304
Northstar Group
New York
$330K – – –
WAAG
1305
Wealth Alliance Advisory Group
Kansas
$330K +$299K +3,400 New
KFS
1306
Keynote Financial Services
Connecticut
$329K +$298K +3,390 New
SWA
1307
Sax Wealth Advisors
New Jersey
$329K – – –
HKIMG
1308
Hutchens & Kramer Investment Management Group
Indiana
$329K +$37.8K +430 +15%
CG
1309
Cynosure Group
Utah
$328K -$4.17M -47,350 -93%
SFG
1310
SNS Financial Group
Minnesota
$328K +$69.5K +790 +31%
AP
1311
Appleton Partners
Massachusetts
$328K -$58.9K -670 -17%
EB
1312
Eastern Bank
Massachusetts
$327K – – –
W
1313
Wealthquest
Ohio
$327K +$1.76K +20 +0.6%
KLCM
1314
KG&L Capital Management
Louisiana
$326K +$4.4K +50 +2%
BTWM
1315
Brass Tax Wealth Management
Ohio
$326K +$296K +3,360 New
FSA
1316
Franklin Street Advisors
North Carolina
$325K – – –
CC
1317
Callan Capital
California
$325K +$294K +3,340 New
WP
1318
Westmount Partners
California
$321K +$18.5K +210 +7%
BCM
1319
Blume Capital Management
California
$321K -$8.8K -100 -3%
PCM
1320
Poehling Capital Management
Wisconsin
$321K – – –
OPPS
1321
Obsidian Personal Planning Solutions
Maryland
$320K +$53.7K +610 +21%
KA
1322
Kozak & Associates
Colorado
$320K +$141K +1,600 +89%
SN
1323
Sittner & Nelson
Oregon
$319K – – –
MBT
1324
Montecito Bank & Trust
California
$317K +$287K +3,260 New
IW
1325
Imprint Wealth
South Carolina
$316K +$22K +250 +8%
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