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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1351
Mascoma Wealth Management
New Hampshire
$305K – – –
CCA
1352
Childress Capital Advisors
Texas
$304K +$18.9K +240 +6%
EP
1353
Edgestream Partners
New Jersey
$303K +$73.9K +938 +29%
CIAS
1354
CFS Investment Advisory Services
New Jersey
$303K -$2.44K -31 -0.7%
CAL
1355
Capital Advisors Ltd
Ohio
$303K +$2.05K +26 +0.6%
AA
1356
Ancora Advisors
Ohio
$303K +$236 +3 +0.1%
FFA
1357
Florida Financial Advisors
Florida
$302K -$41.7K -529 -11%
PPWP
1358
Premier Path Wealth Partners
New Jersey
$300K +$68K +863 +26%
RAM
1359
Ramirez Asset Management
New York
$300K -$11.8K -150 -4%
FSC
1360
Full Sail Capital
Oklahoma
$299K -$7.4K -94 -2%
RG
1361
Rathbones Group
United Kingdom
$299K -$4.72K -60 -1%
MPM
1362
MBB Public Markets
Illinois
$297K +$322K +4,092 New
SMA
1363
Seven Mile Advisory
New Jersey
$296K +$38K +483 +13%
MAM
1364
McLean Asset Management
Virginia
$296K -$16.7K -212 -4%
FPW
1365
Fairvoy Private Wealth
Alabama
$296K -$252K -3,195 -44%
JWM
1366
JGP Wealth Management
Oregon
$294K +$319K +4,049 New
CH
1367
Cromwell Holdings
Wyoming
$293K – – –
EFSCE
1368
Enterprise Financial Services Corp (EFSC)
Missouri
$293K +$4.09K +52 +1%
SWA
1369
Sax Wealth Advisors
New Jersey
$292K +$317K +4,022 New
CCC
1370
Chelsea Counsel Company
California
$292K +$315K +4,000 New
GIM
1371
Grassi Investment Management
California
$291K – – –
CWP
1372
Core Wealth Partners
California
$291K – – –
JIR
1373
James Investment Research
Ohio
$291K – – –
OCPWS
1374
One Charles Private Wealth Services
Massachusetts
$291K – – –
EWA
1375
Exencial Wealth Advisors
Oklahoma
$290K +$8.19K +104 +3%
53 54
55
56 57