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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1701
Transamerica Financial Advisors
Florida
$272K +$215K +2,031 New
NIA
1702
NIA Impact Advisors
California
$271K +$215K +2,026 New
HPIA
1703
Hamilton Point Investment Advisors
North Carolina
$271K +$214K +2,020 New
PPW
1704
Parcion Private Wealth
Washington
$271K +$214K +2,023 New
SP
1705
Stonebrook Private
Michigan
$270K +$214K +2,018 New
GPA
1706
Guidance Point Advisors
Massachusetts
$270K +$213K +2,014 New
ATS
1707
Ashton Thomas Securities
New York
$270K +$215K +2,032 New
BDFN
1708
Bond & Devick Financial Network
Minnesota
$269K +$212K +2,006 New
LWA
1709
Lineweaver Wealth Advisors
Ohio
$268K +$212K +2,003 New
CIM
1710
Contravisory Investment Management
Massachusetts
$268K – – –
RAM
1711
Revere Asset Management
Texas
$268K +$212K +2,000 New
SIM
1712
Seaview Investment Managers
Florida
$266K -$351K -3,311 -62%
FF
1713
Francis Financial
$266K +$125K +1,181 New
AWAG
1714
ARS Wealth Advisors Group
Florida
$265K +$210K +1,980 New
QFW
1715
QTR Family Wealth
Florida
$265K +$209K +1,978 New
LWM
1716
Liberty Wealth Management
California
$264K +$209K +1,975 New
C
1717
Covestor
United Kingdom
$263K -$53.4K -504 -20%
EP
1718
Essential Partners
California
$263K +$127K +1,203 +158%
MCC
1719
Money Concepts Capital
Florida
$262K -$11.2K -106 -5%
BTW
1720
Boston Trust Walden
Massachusetts
$262K +$208K +1,960 New
WG
1721
Welch Group
Alabama
$262K +$207K +1,958 New
SP
1722
SIH Partners
Delaware
$261K +$207K +1,952 New
FRM
1723
Fox Run Management
Connecticut
$260K -$797K -7,525 -79%
CRI
1724
Colonial River Investments
Virginia
$260K +$206K +1,942 New
RWP
1725
Revolve Wealth Partners
New Jersey
$260K +$205K +1,938 New
67 68
69
70 71