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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1301
Continuum Wealth Advisors
New York
$457K – – –
ANBT
1302
American National Bank & Trust
Texas
$452K -$154K -1,939 -29%
CT
1303
Caldwell Trust
Florida
$450K – – –
CG
1304
Curat Global
New Hampshire
$448K +$23.8K +300 +7%
TPWA
1305
TRUE Private Wealth Advisors
Oregon
$444K +$79 +1 +0%
AC
1306
ASB Consultores
Florida
$442K +$2.78K +35 +0.8%
GPA
1307
Guerra Pan Advisors
New Jersey
$440K -$22.2K -280 -6%
CI
1308
Cherokee Insurance
Michigan
$438K – – –
CHAM
1309
Clear Harbor Asset Management
Connecticut
$437K +$356K +4,494 New
NCM
1310
Nelson Capital Management
California
$437K – – –
BCA
1311
Bay Colony Advisors
Massachusetts
$436K +$355K +4,475 New
VC
1312
Veracity Capital
Georgia
$436K -$20.5K -258 -5%
PWG
1313
Portside Wealth Group
Utah
$434K +$42.7K +538 +14%
ZF
1314
Zhang Financial
Michigan
$434K -$22.4K -282 -6%
CAL
1315
Capital Advisors Ltd
Ohio
$432K +$22K +277 +7%
TSWM
1316
Tyler-Stone Wealth Management
Ohio
$431K -$250K -3,148 -42%
MLL
1317
Moody Lynn & Lieberson
Massachusetts
$431K +$7.46K +94 +2%
DWP
1318
Daymark Wealth Partners
Ohio
$431K -$660K -8,325 -65%
CFP
1319
Catalyst Financial Partners
Massachusetts
$430K -$33.9K -428 -9%
PWP
1320
Prasad Wealth Partners
Ohio
$429K -$24.1K -304 -6%
BWA
1321
Bordeaux Wealth Advisors
California
$428K -$21.8K -275 -6%
FWP
1322
Falcon Wealth Planning
California
$427K -$95.7K -1,206 -22%
HPM
1323
Hoxton Planning & Management
West Virginia
$427K -$17.9K -226 -5%
HKIMG
1324
Hutchens & Kramer Investment Management Group
Indiana
$427K -$6.66K -84 -2%
IAS
1325
Insigneo Advisory Services
Florida
$427K -$145K -1,830 -29%
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