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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1376
Premier Path Wealth Partners
New Jersey
$384K -$14.8K -187 -5%
WC
1377
Waterloo Capital
Texas
$382K +$311K +3,922 New
GWM
1378
Geneos Wealth Management
Colorado
$382K +$53.1K +669 +21%
TA
1379
Townsend & Associates
Colorado
$380K – – –
GDP
1380
Great Diamond Partners
Maine
$380K -$872 -11 -0.3%
MWM
1381
Modern Wealth Management
Kansas
$379K +$309K +3,891 New
WAM
1382
Walker Asset Management
Missouri
$377K +$1.11K +14 +0.4%
CC
1383
Corton Capital
Ontario, Canada
$374K +$305K +3,846 New
CAC
1384
Core Alternative Capital
Georgia
$373K -$584K -7,360 -66%
CWG
1385
Cornerstone Wealth Group
North Carolina
$372K +$27.9K +352 +10%
GIM
1386
Grassi Investment Management
California
$370K -$15.9K -200 -5%
FSA
1387
Franklin Street Advisors
North Carolina
$370K +$64.6K +815 +27%
CAM
1388
Congress Asset Management
Massachusetts
$369K +$1.11K +14 +0.4%
SIM
1389
Stratos Investment Management
Ohio
$369K +$58.5K +737 +24%
DIM
1390
Delta Investment Management
California
$368K +$238 +3 +0.1%
MSE
1391
MUFG Securities EMEA
United Kingdom
$368K -$9.38M -118,217 -97%
KCM
1392
Kendall Capital Management
Maryland
$367K – – –
VCM
1393
Vivaldi Capital Management
Illinois
$366K +$3.65K +46 +1%
DWM
1394
Drive Wealth Management
Utah
$366K +$65.8K +829 +28%
CA
1395
CoreCap Advisors
Michigan
$366K +$183K +2,312 +160%
WN
1396
Williams & Novak
California
$365K – – –
FWA
1397
FSM Wealth Advisors
Ohio
$364K +$294K +3,711 New
JIP
1398
Jaffetilchin Investment Partners
Florida
$363K +$296K +3,732 New
WF
1399
Whelan Financial
California
$360K -$19.4K -245 -6%
WCM
1400
WealthBridge Capital Management
Ohio
$359K +$293K +3,691 New
54 55
56
57 58