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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1401
Sittner & Nelson
Oregon
$812K – – –
LAM
1402
Lewis Asset Management
California
$812K -$20.7K -133 -3%
NWWA
1403
New Wave Wealth Advisors
Arkansas
$808K +$52.4K +337 +8%
BMWS
1404
Brady Martz Wealth Solutions
North Dakota
$807K -$27.5K -177 -4%
AIM
1405
Avanda Investment Management
Singapore
$805K +$202K +1,300 +38%
MW
1406
Marble Wealth
Alabama
$802K +$729K +4,687 New
WG
1407
Wellington Group
Indiana
$801K +$728K +4,680 New
FWA
1408
FSM Wealth Advisors
Ohio
$800K -$2.96K -19 -0.4%
CAL
1409
Capital Advisors Ltd
Ohio
$795K +$7.93K +51 +1%
IAS
1410
Insigneo Advisory Services
Florida
$794K +$75.7K +487 +12%
VFG
1411
Victory Financial Group
Texas
$791K +$74K +476 +11%
BWA
1412
Basecamp Wealth Advisors
Washington
$790K +$718K +4,616 New
FMB
1413
Field & Main Bank
Kentucky
$790K +$7.78K +50 +1%
CAM
1414
Cidel Asset Management
Ontario, Canada
$790K -$113K -726 -14%
CG
1415
Curat Global
New Hampshire
$788K – – –
KFS
1416
Kaizen Financial Strategies
California
$786K -$32K -206 -4%
RCM
1417
Raleigh Capital Management
North Carolina
$782K -$226K -1,450 -24%
SCP
1418
Sivia Capital Partners
California
$777K +$96.7K +622 +16%
DC
1419
DeDora Capital
California
$776K -$179K -1,149 -20%
GPA
1420
Guerra Pan Advisors
New Jersey
$774K – – –
BWM
1421
BCS Wealth Management
Tennessee
$771K +$358K +2,302 +105%
CI
1422
Cherokee Insurance
Michigan
$770K – – –
ACM
1423
Allred Capital Management
Texas
$770K -$66.9K -430 -9%
JIR
1424
James Investment Research
Ohio
$768K +$75.4K +485 +12%
WIM
1425
WealthPlan Investment Management
Nebraska
$767K +$696K +4,478 New
55 56
57
58 59