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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1601
North Star Investment Management
Illinois
$14.4K +$11.4K +150 +300%
HNW
1602
High Note Wealth
Minnesota
$14.2K +$14.9K +196 New
SWM
1603
Sugarloaf Wealth Management
Georgia
$14K +$14.7K +194 New
UIA
1604
Ulland Investment Advisors
Minnesota
$14K – – –
NCM
1605
Northwest Capital Management
Oregon
$13.1K +$76 +1 +0.6%
SCA
1606
Stuart Chaussee & Associates
California
$13K – – –
BOJHT
1607
Bank of Jackson Hole Trust
Wyoming
$13K +$13.7K +180 New
GWSA
1608
Global Wealth Strategies & Associates
Colorado
$12.3K – – –
PCWA
1609
Pacific Capital Wealth Advisors
California
$11.6K -$2.27K -30 -16%
M
1610
MOTCO
Texas
$11.6K – – –
FGA
1611
Fortis Group Advisors
New Jersey
$10.8K – – –
CHC
1612
City Holding Co
West Virginia
$10.8K – – –
W
1613
WealthCollab
Washington
$10.1K – – –
LDB
1614
Lee, Danner & Bass
Tennessee
$10K +$10.5K +139 New
BGAI
1615
Bruce G. Allen Investments
Colorado
$9.9K +$10.4K +137 New
WWP
1616
WR Wealth Planners
Missouri
$9.61K +$10.1K +133 New
DCM
1617
Davidson Capital Management
Texas
$9.54K +$910 +12 +10%
SIC
1618
SJS Investment Consulting
Ohio
$9.39K -$3.03K -40 -24%
MFT
1619
Moisand Fitzgerald Tamayo
Florida
$9.39K – – –
MWA
1620
Medallion Wealth Advisors
Connecticut
$9.39K +$9.86K +130 New
STB
1621
S&T Bank
Pennsylvania
$9.39K +$9.86K +130 New
DPW
1622
DiNuzzo Private Wealth
Pennsylvania
$8.81K -$5.92K -78 -39%
CFP
1623
Comprehensive Financial Planning
Pennsylvania
$8.67K +$9.1K +120 New
DRP
1624
Decker Retirement Planning
Utah
$8.67K +$9.1K +120 New
WCM
1625
Westend Capital Management
California
$8.67K +$9.1K +120 New
63 64
65
66 67