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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1476
Bradley Foster & Sargent
Connecticut
$223K +$202K +2,300 New
PL
1477
Plancorp LLC
Missouri
$222K -$30.8K -350 -13%
AL
1478
Aspiriant LLC
California
$222K +$201K +2,280 New
RW
1479
REDW Wealth
New Mexico
$221K +$200K +2,270 New
WA
1480
Wealth Architects
California
$221K +$200K +2,270 New
MA
1481
MONECO Advisors
Connecticut
$220K +$199K +2,260 New
BFA
1482
Beacon Financial Advisory
Ohio
$219K +$199K +2,260 New
JSW
1483
Journey Strategic Wealth
New Jersey
$219K +$198K +2,250 New
FCB
1484
First County Bank
Connecticut
$217K +$196K +2,230 New
OCM
1485
One Capital Management
California
$217K +$196K +2,230 New
SFP
1486
Sterling Financial Planning
New Jersey
$216K +$195K +2,220 New
QPWM
1487
Quadrant Private Wealth Management
Pennsylvania
$215K +$194K +2,210 New
SIM
1488
SSI Investment Management
California
$215K +$194K +2,210 New
BWM
1489
BCS Wealth Management
Tennessee
$214K +$194K +2,200 New
1WM
1490
1858 Wealth Management
Ohio
$213K – – –
GIM
1491
Goelzer Investment Management
Indiana
$213K -$35.2K -400 -15%
BBPWM
1492
Blue Bell Private Wealth Management
Pennsylvania
$213K +$2.64K +30 +1%
JIP
1493
Jaffetilchin Investment Partners
Florida
$212K +$192K +2,180 New
CSC
1494
Caldwell Sutter Capital
California
$211K -$7.92K -90 -4%
AWM
1495
Aprio Wealth Management
Georgia
$211K +$191K +2,170 New
PL
1496
Parthenon LLC
Kentucky
$210K +$190K +2,160 New
CHA
1497
Carmichael Hill & Associates
Maryland
$209K -$3.52K -40 -2%
OGC
1498
Oak Grove Capital
New Hampshire
$208K +$188K +2,140 New
CAM
1499
Claret Asset Management
Quebec, Canada
$208K +$188K +2,140 New
OFG
1500
Oxford Financial Group
Indiana
$208K +$188K +2,140 New
58 59
60
61 62