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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1326
Nelson Capital Management
California
$326K – – –
KWA
1327
Kingswood Wealth Advisors
California
$322K -$57.8K -734 -14%
CA
1328
Claro Advisors
Massachusetts
$320K +$105K +1,334 +43%
PDL
1329
Portfolio Design Labs
California
$318K -$35.3K -448 -9%
RGC
1330
Roberts, Glore & Co
Illinois
$318K +$29.1K +370 +9%
IPAM
1331
Investment Partners Asset Management
New Jersey
$318K +$17.8K +226 +5%
SFG
1332
Sather Financial Group
Texas
$318K – – –
WWG
1333
West Wealth Group
California
$317K +$787 +10 +0.2%
SPWG
1334
Syntegra Private Wealth Group
Missouri
$317K -$4.96K -63 -1%
BBA
1335
Braun-Bostich & Associates
Pennsylvania
$315K +$6.69K +85 +2%
MLL
1336
Moody Lynn & Lieberson
Massachusetts
$315K +$1.57K +20 +0.5%
WC
1337
Wexford Capital
Florida
$315K +$341K +4,330 New
RFG
1338
Range Financial Group
Oregon
$314K +$28.3K +359 +9%
BMWS
1339
Brady Martz Wealth Solutions
North Dakota
$314K -$10.6K -135 -3%
CG
1340
Curat Global
New Hampshire
$313K +$339K +4,301 New
RIS
1341
Retirement Income Solutions
Michigan
$313K – – –
PWP
1342
Phillips Wealth Planners
Mississippi
$312K +$364K +4,628 New
RIL
1343
Rothschild Investment LLC
Illinois
$311K +$60.6K +770 +22%
SAM
1344
Sompo Asset Management
Japan
$310K +$336K +4,270 New
AIM
1345
Alhambra Investment Management
Florida
$310K +$61.8K +785 +23%
GS
1346
GWN Securities
Florida
$308K +$310K +3,940 New
TVAMP
1347
Tennessee Valley Asset Management Partners
Tennessee
$306K -$10.9K -139 -3%
TWP
1348
Triad Wealth Partners
Kansas
$305K +$48.5K +616 +17%
SIMG
1349
Sonora Investment Management Group
Arizona
$305K -$315K -3,995 -49%
C1AG
1350
Client 1st Advisory Group
Florida
$305K – – –
52 53
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55 56