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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
1701
NIA Impact Advisors
California
$271K +$215K +2,026 New
HPIA
1702
Hamilton Point Investment Advisors
North Carolina
$271K +$214K +2,020 New
PPW
1703
Parcion Private Wealth
Washington
$271K +$214K +2,023 New
SP
1704
Stonebrook Private
Michigan
$270K +$214K +2,018 New
GPA
1705
Guidance Point Advisors
Massachusetts
$270K +$213K +2,014 New
ATS
1706
Ashton Thomas Securities
New York
$270K +$215K +2,032 New
BDFN
1707
Bond & Devick Financial Network
Minnesota
$269K +$212K +2,006 New
LWA
1708
Lineweaver Wealth Advisors
Ohio
$268K +$212K +2,003 New
CIM
1709
Contravisory Investment Management
Massachusetts
$268K – – –
RAM
1710
Revere Asset Management
Texas
$268K +$212K +2,000 New
SIM
1711
Seaview Investment Managers
Florida
$266K -$351K -3,311 -62%
FF
1712
Francis Financial
$266K +$125K +1,181 New
AWAG
1713
ARS Wealth Advisors Group
Florida
$265K +$210K +1,980 New
QFW
1714
QTR Family Wealth
Florida
$265K +$209K +1,978 New
LWM
1715
Liberty Wealth Management
California
$264K +$209K +1,975 New
C
1716
Covestor
United Kingdom
$263K -$53.4K -504 -20%
EP
1717
Essential Partners
California
$263K +$127K +1,203 +158%
MCC
1718
Money Concepts Capital
Florida
$262K -$11.2K -106 -5%
BTW
1719
Boston Trust Walden
Massachusetts
$262K +$208K +1,960 New
WG
1720
Welch Group
Alabama
$262K +$207K +1,958 New
SP
1721
SIH Partners
Delaware
$261K +$207K +1,952 New
FRM
1722
Fox Run Management
Connecticut
$260K -$797K -7,525 -79%
CRI
1723
Colonial River Investments
Virginia
$260K +$206K +1,942 New
RWP
1724
Revolve Wealth Partners
New Jersey
$260K +$205K +1,938 New
ACM
1725
Andina Capital Management
Utah
$259K -$84.4K -797 -29%
67 68
69
70 71