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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1426
Cornerstone Wealth Group
North Carolina
$287K +$18.2K +190 +8%
AT
1427
Arden Trust
Delaware
$286K – – –
GWMR
1428
GC Wealth Management RIA
Massachusetts
$286K -$234K -2,440 -48%
KWS
1429
Keystone Wealth Services
California
$286K +$19.2K +200 +8%
IWP
1430
Invenio Wealth Partners
Florida
$285K +$15.3K +160 +6%
DWM
1431
Destination Wealth Management
California
$284K -$959 -10 -0.4%
FMB
1432
Field & Main Bank
Kentucky
$284K – – –
MPW
1433
Monterey Private Wealth
California
$284K +$7.67K +80 +3%
CFO
1434
Collective Family Office
Pennsylvania
$283K -$17.3K -180 -6%
KHCM
1435
Kirtland Hills Capital Management
Ohio
$282K +$959 +10 +0.4%
WOC
1436
West Oak Capital
California
$282K – – –
AG
1437
AlTi Global
New York
$282K +$8.63K +90 +4%
WA
1438
Wambolt & Associates
Colorado
$281K – – –
BC
1439
Belmont Capital
California
$281K – – –
CCB
1440
Country Club Bank
Missouri
$280K – – –
MYIA
1441
Mount Yale Investment Advisors
Colorado
$279K -$40.3K -420 -14%
B
1442
Bensler
Washington
$279K – – –
MCWA
1443
Meadow Creek Wealth Advisors
Georgia
$278K +$250K +2,610 New
SFC
1444
SYM Financial Corp
Indiana
$278K +$250K +2,610 New
GP
1445
Girard Partners
Pennsylvania
$277K -$3.84K -40 -2%
HWMO
1446
Heritage Wealth Management (Ohio)
Ohio
$276K +$244K +2,540 New
DWM
1447
Drive Wealth Management
Utah
$276K +$7.67K +80 +3%
GSIAS
1448
Garden State Investment Advisory Services
New Jersey
$273K +$244K +2,540 New
PCMC
1449
Private Capital Management (Colorado)
Colorado
$270K -$8.63K -90 -3%
1WM
1450
1858 Wealth Management
Ohio
$270K -$17.3K -180 -7%
56 57
58
59 60