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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
1751
MPWM Advisory Solutions
Georgia
$36K – – –
SWIM
1752
Smallwood Wealth Investment Management
New Jersey
$35K – – –
S
1753
Sachetta
Massachusetts
$33.8K -$555 -7 -2%
FP
1754
Financial Perspectives
Minnesota
$33.4K – – –
RS
1755
Rakuten Securities
Japan
$33K -$12.6K -159 -32%
VWA
1756
VSM Wealth Advisory
Maryland
$32.1K – – –
RFG
1757
REAP Financial Group
Texas
$30.7K +$25K +315 New
DWA
1758
Delos Wealth Advisors
Texas
$29.7K +$24.2K +305 New
SWIG
1759
Strategic Wealth Investment Group
Kentucky
$29.2K +$23.8K +300 New
JFA
1760
JNBA Financial Advisors
Minnesota
$29.2K – – –
WA
1761
WPG Advisers
Maryland
$28.7K +$14.8K +186 +171%
RA
1762
Rational Advisors
New York
$28K +$22.8K +288 New
TFM
1763
TFC Financial Management
Massachusetts
$27.3K -$476 -6 -2%
HHMI
1764
Howard Hughes Medical Institute
Maryland
$27K +$22K +277 New
SVCP
1765
Silicon Valley Capital Partners
California
$26.7K -$42.8K -539 -66%
EPAM
1766
Evelyn Partners Asset Management
$26.3K – – –
OAJ
1767
Ogorek Anthony Joseph
New York
$26K +$3.81K +48 +22%
IWM
1768
IMG Wealth Management
Florida
$25.7K +$20.9K +264 New
PWMG
1769
Prestige Wealth Management Group
New Jersey
$24.4K – – –
CGA
1770
Compound Global Advisors
Washington
$24.3K -$278K -3,500 -93%
MAFA
1771
MJT & Associates Financial Advisory
Minnesota
$24.3K – – –
NEWAS
1772
N.E.W. Advisory Services
Wisconsin
$24.3K – – –
NSIM
1773
North Star Investment Management
Illinois
$24.3K – – –
WFA
1774
West Financial Advisors
Iowa
$24.3K – – –
AP
1775
Aspect Partners
Virginia
$23.3K – – –
69 70
71
72 73