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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1501
Aprio Wealth Management
Georgia
$235K +$3.84K +40 +2%
IBOK
1502
Independence Bank of Kentucky
Kentucky
$234K +$62.3K +650 +42%
EFG
1503
Ethos Financial Group
Pennsylvania
$234K +$187K +1,950 New
EI
1504
Ellevest Inc
New York
$233K +$210K +2,190 New
PL
1505
Parthenon LLC
Kentucky
$230K – – –
CWS
1506
Confluence Wealth Services
Pennsylvania
$230K +$207K +2,160 New
FM
1507
Family Management
New York
$230K +$207K +2,160 New
WWM
1508
Western Wealth Management
Colorado
$229K +$206K +2,150 New
ANBT
1509
American National Bank & Trust
Texas
$229K -$14.4K -150 -7%
JIP
1510
Jaffetilchin Investment Partners
Florida
$229K -$2.88K -30 -1%
BFA
1511
Beacon Financial Advisory
Ohio
$229K -$10.6K -110 -5%
HIP
1512
HUB Investment Partners
Texas
$229K +$206K +2,150 New
MM
1513
MQS Management
New York
$228K +$205K +2,140 New
WG
1514
Welch Group
Alabama
$226K – – –
MCCA
1515
Mill Creek Capital Advisors
Pennsylvania
$226K +$203K +2,120 New
AWM
1516
Avaii Wealth Management
Wisconsin
$226K -$38.4K -400 -16%
EM
1517
Excalibur Management
Massachusetts
$225K +$203K +2,120 New
RW
1518
REDW Wealth
New Mexico
$225K -$15.3K -160 -7%
LT
1519
Legacy Trust
Michigan
$225K – – –
OWA
1520
One Wealth Advisors
California
$225K +$267K +2,780 New
CA
1521
Claro Advisors
Massachusetts
$224K +$201K +2,100 New
GPA
1522
Guidance Point Advisors
Massachusetts
$223K -$959 -10 -0.5%
LF
1523
LifePlan Financial
Minnesota
$223K -$31.6K -330 -14%
LF
1524
LifeSteps Financial
California
$223K – – –
BC
1525
Brio Consultants
California
$223K +$200K +2,090 New
59 60
61
62 63