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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1751
Hobbs Wealth Management
Indiana
$244K +$193K +1,820 New
DFP
1752
Defined Financial Planning
California
$242K -$56.5K -534 -24%
SHA
1753
Seneca House Advisors
Virginia
$242K +$191K +1,805 New
OP
1754
ORG Partners
Indiana
$242K +$13.7K +129 +8%
SC
1755
Sepio Capital
Utah
$241K +$191K +1,801 New
EA
1756
Everpar Advisors
Oklahoma
$241K +$191K +1,800 New
SIA
1757
SeaBridge Investment Advisors
New Jersey
$241K +$191K +1,800 New
HR
1758
Howe & Rusling
New York
$241K +$190K +1,796 New
LI
1759
LRI Investments
Florida
$241K -$47.3K -447 -20%
GCM
1760
Gallacher Capital Management
Colorado
$240K +$190K +1,793 New
SFB
1761
STAR Financial Bank
Indiana
$240K +$332K +3,140 New
BW
1762
BIP Wealth
Georgia
$240K +$190K +1,790 New
RPGK
1763
Retirement Planning Group (Kansas)
Kansas
$239K +$189K +1,783 New
KDA
1764
Kraft Davis & Associates
Missouri
$239K +$169K +1,595 New
MCM
1765
Monument Capital Management
Virginia
$238K +$188K +1,778 New
CFAM
1766
Center For Asset Management
Florida
$237K -$129K -1,221 -41%
SP
1767
Sherman Porfolios
Idaho
$237K +$187K +1,769 New
FPF
1768
First Pacific Financial
Washington
$236K – – –
CA
1769
Cornerstone Advisory
Maryland
$236K +$187K +1,765 New
GWM
1770
Greenwich Wealth Management
Connecticut
$236K +$187K +1,764 New
FFA
1771
First Foundation Advisors
California
$236K +$186K +1,761 New
IDA
1772
Intelligence Driven Advisers
California
$234K +$185K +1,751 New
BWS
1773
Buck Wealth Strategies
Colorado
$234K +$185K +1,747 New
BAS
1774
Breakthru Advisory Services
Wisconsin
$234K +$185K +1,745 New
BFA
1775
Beacon Financial Advisory
Ohio
$233K +$184K +1,742 New
69 70
71
72 73