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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1376
Strategic Family Wealth Counselors
New Jersey
$857K +$599K +3,853 New
CCM
1377
Chilton Capital Management
Texas
$857K +$778 +5 +0.1%
SFC
1378
SYM Financial Corp
Indiana
$856K -$336K -2,158 -30%
TS
1379
Triglav Skladi
Slovenia
$856K – – –
EWM
1380
Evercore Wealth Management
New York
$855K -$24.9K -160 -3%
BAM
1381
Bellevue Asset Management
Washington
$854K – – –
AA
1382
Alta Advisers
United Kingdom
$852K -$233K -1,500 -23%
RWP
1383
Ridgeline Wealth Planning
Ohio
$848K -$102K -658 -12%
JHCP
1384
Jackson Hole Capital Partners
Oklahoma
$847K – – –
SCM
1385
SCS Capital Management
Massachusetts
$844K +$23.3K +150 +3%
PIA
1386
Perennial Investment Advisors
California
$843K +$43.1K +277 +6%
BFO
1387
Biltmore Family Office
North Carolina
$840K +$1.55K +10 +0.2%
AFS
1388
Access Financial Services
Minnesota
$838K -$197K -1,264 -21%
MW
1389
MBL Wealth
North Carolina
$830K +$509K +3,274 +208%
KNW
1390
Kesler Norman & Wride
Utah
$829K +$754K +4,845 New
PPWP
1391
Premier Path Wealth Partners
New Jersey
$828K +$91.1K +586 +14%
CAC
1392
Core Alternative Capital
Georgia
$826K +$149K +955 +25%
CT
1393
Caldwell Trust
Florida
$824K -$16.8K -108 -2%
AFC
1394
AFT Forsyth & Company
Florida
$822K +$747K +4,804 New
SIC
1395
Salem Investment Counselors
North Carolina
$819K – – –
SI
1396
Saxon Interests
Texas
$818K -$121K -780 -14%
MLL
1397
Moody Lynn & Lieberson
Massachusetts
$817K +$53.7K +345 +8%
HFW
1398
Horizon Family Wealth
Illinois
$815K +$1.4K +9 +0.2%
CAM
1399
Columbia Asset Management
Michigan
$813K – – –
EWA
1400
Exencial Wealth Advisors
Oklahoma
$812K +$44.5K +286 +6%
54 55
56
57 58