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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
1626
Ulland Investment Advisors
Minnesota
$42K +$37.8K +430 New
SC
1627
Stephens Consulting
Michigan
$41.8K – – –
SIC
1628
SJS Investment Consulting
Ohio
$40.8K +$22K +250 +147%
KFI
1629
Key Financial Inc
Pennsylvania
$40.8K – – –
SC
1630
SouthState Corp
Florida
$39.8K +$7.04K +80 +24%
OCM
1631
Orion Capital Management
California
$38.9K – – –
PWM
1632
Partnership Wealth Management
Maryland
$38.9K – – –
LB
1633
Legacy Bridge
Iowa
$38.9K +$8.8K +100 +33%
BIA
1634
Bell Investment Advisors
California
$37.9K -$880 -10 -3%
WPA
1635
West Paces Advisors
Georgia
$35.9K -$7.04K -80 -18%
LFG
1636
Larson Financial Group
Missouri
$35.5K -$3.52K -40 -10%
WWP
1637
WR Wealth Planners
Missouri
$34K -$1.01M -11,520 -97%
FP
1638
Financial Perspectives
Minnesota
$33.1K – – –
OA
1639
Operose Advisors
Wisconsin
$33K – – –
KFS
1640
Kelly Financial Services
Massachusetts
$33K +$3.52K +40 +13%
CT
1641
Clearstead Trust
Maine
$32.1K – – –
APC
1642
Aspire Private Capital
North Carolina
$31.5K – – –
TWD
1643
True Wealth Design
Ohio
$31.1K +$880 +10 +3%
QL
1644
Quarry LP
New York
$31.1K -$8.8K -100 -24%
GAA
1645
Global Assets Advisory
Florida
$31K +$26.8M +304,460 New
GC
1646
Gould Capital
Washington
$30.1K -$2.64K -30 -9%
JFA
1647
JNBA Financial Advisors
Minnesota
$29.1K -$5.28K -60 -17%
FFC
1648
First Financial Corp
Indiana
$28.2K -$88.9K -1,010 -78%
TFM
1649
TFC Financial Management
Massachusetts
$27.2K – – –
RWM
1650
Raffa Wealth Management
District of Columbia
$26.2K -$6.16K -70 -21%
64 65
66
67 68