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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1501
Perbak Capital Partners
United Kingdom
$214K +$232K +2,943 New
WWM
1502
Western Wealth Management
Colorado
$214K -$338K -4,292 -59%
DWM
1503
Drive Wealth Management
Utah
$213K +$230K +2,920 New
AA
1504
Addison Advisors
Vermont
$213K +$17.3K +220 +8%
DLA
1505
Douglas Lane & Associates
New York
$213K +$230K +2,923 New
SAG
1506
SageView Advisory Group
California
$212K -$136K -1,732 -37%
CMBA
1507
C.M. Bidwell & Associates
Hawaii
$211K -$4.25K -54 -2%
NI
1508
Natural Investments
California
$211K +$709 +9 +0.3%
BFA
1509
Bill Few Associates
Pennsylvania
$211K – – –
QPWM
1510
Quadrant Private Wealth Management
Pennsylvania
$211K +$228K +2,890 New
MRG
1511
Milestone Resources Group
British Virgin Islands
$210K – – –
MBI
1512
May Barnhard Investments
Maryland
$209K – – –
LF
1513
Lantz Financial
Illinois
$209K +$226K +2,876 New
WWM
1514
Wolff Wiese Magana
California
$209K -$75.4K -957 -25%
QFA
1515
Quantum Financial Advisors
California
$208K +$226K +2,866 New
BWM
1516
BlackDiamond Wealth Management
New York
$208K +$217K +2,760 New
DFA
1517
DHK Financial Advisors
New Hampshire
$208K – – –
BC
1518
Brio Consultants
California
$205K +$222K +2,825 New
VFG
1519
Victory Financial Group
Texas
$205K +$210K +2,673 New
SSWM
1520
Smith Salley Wealth Management
North Carolina
$204K -$3.94K -50 -2%
EW
1521
Element Wealth
Mississippi
$204K -$17.1K -217 -7%
ADL
1522
Asset Dedication LLC
California
$204K +$1.1K +14 +0.5%
BWM
1523
Brickley Wealth Management
California
$204K – – –
ACM
1524
Andina Capital Management
Utah
$202K +$219K +2,781 New
FCH
1525
Freestone Capital Holdings
Washington
$201K -$2.13K -27 -1%
59 60
61
62 63