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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
1551
Blue Water Asset Management
Michigan
$592K +$538K +3,459 New
CWP
1552
CFM Wealth Partners
Texas
$586K – – –
ML
1553
McAdam LLC
Pennsylvania
$585K +$77.9K +501 +17%
NP
1554
Ninepoint Partners
Ontario, Canada
$585K +$532K +3,418 New
EL
1555
EWA LLC
Pennsylvania
$583K +$48.1K +309 +10%
NG
1556
Northstar Group
New York
$582K – – –
RT
1557
Rockland Trust
Massachusetts
$582K +$118K +760 +29%
LWL
1558
Leo Wealth LLC
Texas
$579K +$48.2K +310 +10%
SFG
1559
SNS Financial Group
Minnesota
$578K -$5.91K -38 -1%
AWM
1560
Affinity Wealth Management
Delaware
$577K – – –
FWP
1561
Fiduciary Wealth Partners
Massachusetts
$569K – – –
HI
1562
Harbour Investments
Wisconsin
$568K -$7.31K -47 -1%
OFS
1563
OneAscent Financial Services
Alabama
$568K -$391K -2,516 -43%
WF
1564
Whelan Financial
California
$567K +$19.9K +128 +4%
MIM
1565
MTM Investment Management
South Carolina
$566K +$28.9K +186 +6%
MAWA
1566
Moss Adams Wealth Advisors
Washington
$566K +$17.1K +110 +3%
BFS
1567
Bradley Foster & Sargent
Connecticut
$565K -$28K -180 -5%
PCM
1568
Poehling Capital Management
Wisconsin
$565K – – –
RPWA
1569
Regent Peak Wealth Advisors
Georgia
$564K +$25.7K +165 +5%
MFG
1570
Menard Financial Group
Texas
$563K -$15.2K -98 -3%
IIA
1571
Integral Investment Advisors
California
$561K +$249K +1,603 +96%
DCM
1572
Driehaus Capital Management
Illinois
$561K -$6.59M -42,386 -93%
BNA
1573
BankChampaign National Association
Illinois
$560K +$509K +3,272 New
FFG
1574
Fiduciary Financial Group
California
$560K -$70K -450 -12%
CFO
1575
Cambient Family Office
Michigan
$560K +$508K +3,265 New
61 62
63
64 65