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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
1426
49 Wealth Management
Texas
$249K +$223K +2,540 New
WMA
1427
Wealth Management Associates
New Jersey
$249K -$38.7K -440 -16%
AG
1428
AlTi Global
New York
$248K +$224K +2,550 New
GWP
1429
Gen-Wealth Partners
Michigan
$248K +$224K +2,550 New
TFA
1430
Teamwork Financial Advisors
Texas
$247K -$18.5K -210 -8%
NHT
1431
New Hampshire Trust
New Hampshire
$247K -$4.4K -50 -2%
SP
1432
Successful Portfolios
Florida
$247K +$223K +2,540 New
CWP
1433
Cyndeo Wealth Partners
Florida
$246K +$223K +2,530 New
RBFC
1434
Roman Butler Fullerton & Co
Missouri
$246K +$249K +2,830 New
IWP
1435
Invenio Wealth Partners
Florida
$245K +$222K +2,520 New
ICP
1436
Interchange Capital Partners
Pennsylvania
$245K -$14.1K -160 -6%
AWM
1437
Avaii Wealth Management
Wisconsin
$244K -$28.2K -320 -11%
RVPG
1438
Relative Value Partners Group
$244K – – –
DWM
1439
Drive Wealth Management
Utah
$244K +$221K +2,510 New
VC
1440
Vicus Capital
Pennsylvania
$243K +$221K +2,510 New
ACA
1441
Affinity Capital Advisors
California
$243K +$220K +2,500 New
CWG
1442
Cornerstone Wealth Group
North Carolina
$243K +$220K +2,500 New
EBT
1443
Enterprise Bank & Trust
Massachusetts
$243K +$220K +2,500 New
KWS
1444
Keystone Wealth Services
California
$242K +$219K +2,490 New
KI
1445
Kapitalo Investimentos
Brazil
$240K -$125K -1,420 -37%
KHCM
1446
Kirtland Hills Capital Management
Ohio
$239K +$232K +2,640 New
WI
1447
WBI Investments
New Jersey
$239K +$216K +2,460 New
WAS
1448
Winch Advisory Services
Wisconsin
$239K +$880 +10 +0.4%
JAG
1449
Journey Advisory Group
Kentucky
$238K +$216K +2,450 New
EL
1450
EWA LLC
Pennsylvania
$238K +$17.6K +200 +8%
56 57
58
59 60