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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
NRC
1551
New Republic Capital
North Carolina
$250K +$203K +2,561 New
AHL
1552
Abel Hall LLC
Louisiana
$249K +$203K +2,562 New
BWP
1553
Baldwin Wealth Partners
Massachusetts
$248K -$45.8K -578 -18%
CCB
1554
Country Club Bank
Missouri
$247K +$201K +2,540 New
WB
1555
West Bancorporation
Iowa
$246K +$200K +2,524 New
LA
1556
LVW Advisors
New York
$245K +$200K +2,522 New
ACA
1557
Affinity Capital Advisors
California
$244K +$199K +2,506 New
WCM
1558
Wedge Capital Management
North Carolina
$244K +$199K +2,503 New
MPWS
1559
McCarter Private Wealth Services
Massachusetts
$243K +$198K +2,500 New
OFO
1560
OneAscent Family Office
Alabama
$243K +$198K +2,500 New
TFG
1561
Tilson Financial Group
New Jersey
$242K +$197K +2,485 New
C
1562
Covestor
United Kingdom
$240K -$8.8K -111 -4%
BF
1563
Brucke Financial
Indiana
$238K -$74.9K -944 -28%
MIM
1564
Morningstar Investment Management
Illinois
$237K +$193K +2,437 New
AIM
1565
Anchor Investment Management
South Carolina
$236K – – –
KWS
1566
Keystone Wealth Services
California
$235K +$192K +2,418 New
GSEP
1567
Golden State Equity Partners
California
$235K -$61K -769 -24%
CPC
1568
CFC Planning Company
Indiana
$235K -$587K -7,402 -75%
BIG
1569
Brookwood Investment Group
Arizona
$234K +$191K +2,406 New
LCM
1570
Lazari Capital Management
California
$234K +$191K +2,406 New
MFIM
1571
Mesirow Financial Investment Management
Illinois
$234K +$191K +2,406 New
KCFA
1572
Key Client Fiduciary Advisors
New Jersey
$234K +$190K +2,401 New
KCM
1573
Kennicott Capital Management
California
$234K +$190K +2,400 New
TNAM
1574
Terra Nova Asset Management
New York
$231K -$1.97M -24,795 -91%
BAM
1575
Blueshift Asset Management
New Jersey
$231K +$188K +2,376 New
61 62
63
64 65