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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1501
West Family Investments
California
$453K -$538K -5,085 -58%
DS
1502
DRW Securities
Illinois
$453K -$156K -1,471 -30%
AC
1503
Apella Capital
Connecticut
$452K +$5.4K +51 +2%
AWM
1504
Affinity Wealth Management
Delaware
$451K – – –
HI
1505
Harbour Investments
Wisconsin
$451K +$14.5K +137 +4%
SIM
1506
Stratos Investment Management
Ohio
$450K -$45.2K -427 -11%
TCM
1507
Teza Capital Management
Illinois
$448K +$354K +3,345 New
TA
1508
Tactive Advisors
Florida
$447K -$88.9K -840 -20%
SIMG
1509
Sonora Investment Management Group
Arizona
$447K -$95.9K -906 -21%
WAS
1510
Winch Advisory Services
Wisconsin
$446K +$318 +3 +0.1%
OWM
1511
OneAscent Wealth Management
Alabama
$446K +$12.3K +116 +4%
FWP
1512
Fiduciary Wealth Partners
Massachusetts
$445K -$953 -9 -0.3%
BTWM
1513
Brass Tax Wealth Management
Ohio
$443K -$9.53K -90 -3%
WP
1514
Westmount Partners
California
$442K +$106 +1 +0%
BCM
1515
Blume Capital Management
California
$442K – – –
PCM
1516
Poehling Capital Management
Wisconsin
$442K – – –
NHC
1517
Nicholas Hoffman & Company
Georgia
$438K +$347K +3,274 New
MMCM
1518
Murphy & Mullick Capital Management
New York
$438K +$12.2K +115 +4%
AC
1519
AXQ Capital
New Jersey
$436K -$256K -2,420 -43%
IIM
1520
Ipswich Investment Management
Massachusetts
$435K – – –
S
1521
SimplyRich
California
$433K – – –
PWP
1522
Phillips Wealth Planners
Mississippi
$432K -$180K -1,698 -37%
SWA
1523
Strategies Wealth Advisors
Michigan
$430K -$106 -1 -0%
CRWM
1524
Castle Rock Wealth Management
California
$430K +$11.8K +111 +4%
MAWA
1525
Moss Adams Wealth Advisors
Washington
$428K +$10.6K +100 +3%
59 60
61
62 63