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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1401
Quantum Financial Advisors
California
$306K – – –
AC
1402
AlphaCore Capital
California
$305K +$274K +2,860 New
VVP
1403
Venture Visionary Partners
Ohio
$304K +$70K +730 +34%
FTIS
1404
First Trust Investment Solutions
Florida
$303K +$25.9K +270 +10%
BC
1405
Barrett & Company
Rhode Island
$303K +$48K +500 +21%
ETIA
1406
Epic Trust Investment Advisors
Washington
$302K +$40.3K +420 +17%
SAM
1407
Silvercrest Asset Management
New York
$302K – – –
WWM
1408
Wolff Wiese Magana
California
$301K -$13.4K -140 -5%
BWP
1409
Balboa Wealth Partners
Arizona
$300K -$106K -1,110 -28%
RPWA
1410
Regent Peak Wealth Advisors
Georgia
$300K +$5.75K +60 +2%
BWM
1411
Brickley Wealth Management
California
$299K -$3.84K -40 -1%
DA
1412
Detalus Advisors
Missouri
$298K -$32.6K -340 -11%
CTA
1413
Chesley Taft & Associates
Illinois
$298K – – –
RZH
1414
Relyea Zuckerberg Hanson
Connecticut
$297K +$17.3K +180 +7%
FCH
1415
Freestone Capital Holdings
Washington
$296K +$267K +2,780 New
MIM
1416
Morningstar Investment Management
Illinois
$296K – – –
PW
1417
Peninsula Wealth
California
$294K +$959 +10 +0.4%
ASG
1418
Ariston Services Group
California
$294K – – –
LA
1419
LexAurum Advisors
Kansas
$294K – – –
HI
1420
Harbour Investments
Wisconsin
$293K -$16.3K -170 -6%
VC
1421
Vicus Capital
Pennsylvania
$292K +$23K +240 +10%
IC
1422
Inscription Capital
Texas
$292K +$263K +2,740 New
LCM
1423
Lazari Capital Management
California
$292K -$15.3K -160 -6%
CA
1424
Callahan Advisors
Texas
$290K +$9.59K +100 +4%
JAG
1425
Journey Advisory Group
Kentucky
$289K +$24.9K +260 +11%
55 56
57
58 59