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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
1751
Bank of Jackson Hole Trust
Wyoming
$37K +$15.9K +200 +111%
AP
1752
Atwood & Palmer
Missouri
$36K – – –
MAS
1753
MPWM Advisory Solutions
Georgia
$36K – – –
SWIM
1754
Smallwood Wealth Investment Management
New Jersey
$35K – – –
S
1755
Sachetta
Massachusetts
$33.8K -$555 -7 -2%
FP
1756
Financial Perspectives
Minnesota
$33.4K – – –
RS
1757
Rakuten Securities
Japan
$33K -$12.6K -159 -32%
VWA
1758
VSM Wealth Advisory
Maryland
$32.1K – – –
RFG
1759
REAP Financial Group
Texas
$30.7K +$25K +315 New
DWA
1760
Delos Wealth Advisors
Texas
$29.7K +$24.2K +305 New
SWIG
1761
Strategic Wealth Investment Group
Kentucky
$29.2K +$23.8K +300 New
JFA
1762
JNBA Financial Advisors
Minnesota
$29.2K – – –
WA
1763
WPG Advisers
Maryland
$28.7K +$14.8K +186 +171%
RA
1764
Rational Advisors
New York
$28K +$22.8K +288 New
TFM
1765
TFC Financial Management
Massachusetts
$27.3K -$476 -6 -2%
HHMI
1766
Howard Hughes Medical Institute
Maryland
$27K +$22K +277 New
SVCP
1767
Silicon Valley Capital Partners
California
$26.7K -$42.8K -539 -66%
EPAM
1768
Evelyn Partners Asset Management
$26.3K – – –
OAJ
1769
Ogorek Anthony Joseph
New York
$26K +$3.81K +48 +22%
IWM
1770
IMG Wealth Management
Florida
$25.7K +$20.9K +264 New
PWMG
1771
Prestige Wealth Management Group
New Jersey
$24.4K – – –
CGA
1772
Compound Global Advisors
Washington
$24.3K -$278K -3,500 -93%
MAFA
1773
MJT & Associates Financial Advisory
Minnesota
$24.3K – – –
NEWAS
1774
N.E.W. Advisory Services
Wisconsin
$24.3K – – –
NSIM
1775
North Star Investment Management
Illinois
$24.3K – – –
69 70
71
72 73