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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
GKFF
1301
George Kaiser Family Foundation
Oklahoma
$738K – – –
PGCM
1302
Prescott Group Capital Management
Oklahoma
$738K – – –
CFSG
1303
Clark Financial Services Group
Missouri
$737K +$53K +501 +10%
BG
1304
Bahl & Gaynor
Ohio
$736K -$10.8K -102 -2%
PPA
1305
Pacific Point Advisors
California
$735K +$30.5K +288 +6%
CAM
1306
Cidel Asset Management
Ontario, Canada
$715K -$16.8K -159 -3%
VAS
1307
Vestmark Advisory Solutions
Massachusetts
$714K +$39K +368 +7%
FC
1308
FORA Capital
Florida
$714K +$564K +5,330 New
BWM
1309
BankPlus Wealth Management
Mississippi
$710K +$5.51K +52 +1%
PIA
1310
Prakash Investment Advisors
Massachusetts
$710K -$582K -5,500 -51%
IP
1311
Ignite Planners
California
$706K +$10.6K +100 +2%
CCC
1312
Chesapeake Capital Corp
Florida
$704K +$557K +5,257 New
DTL
1313
Dynamic Technology Lab
Singapore
$702K +$555K +5,243 New
TCM
1314
Telos Capital Management
California
$701K -$45.1K -426 -8%
WC
1315
Waterloo Capital
Texas
$700K +$138K +1,308 +33%
KAM
1316
Karani Asset Management
New York
$696K -$573K -5,416 -51%
MG
1317
Marex Group
$693K -$622K -5,870 -53%
LWM
1318
Lyell Wealth Management
California
$692K – – –
AIM
1319
Alhambra Investment Management
Florida
$690K -$6.25K -59 -1%
EWM
1320
Evercore Wealth Management
New York
$690K – – –
SMA
1321
Seven Mile Advisory
New Jersey
$689K +$172K +1,628 +46%
CIC
1322
Chase Investment Counsel
Virginia
$689K – – –
CCA
1323
Conservest Capital Advisors
Pennsylvania
$687K +$1.17K +11 +0.2%
BFG
1324
Beacon Financial Group
Texas
$683K -$19.9K -188 -4%
TCM
1325
Tandem Capital Management
New Jersey
$683K – – –
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