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Lam Research
LRCX

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