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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1751
PTM Wealth Management
United States
$390K – – –
CCM
1752
Capstone Capital Management
$389K +$354K +2,273 New
SSCM
1753
Spectrum Strategic Capital Management
Oregon
$389K – – –
EP
1754
Essential Partners
California
$386K +$45.4K +292 +15%
CA
1755
Claro Advisors
Massachusetts
$386K -$933 -6 -0.3%
LMFP
1756
Larry Mathis Financial Planning
Arizona
$386K +$351K +2,254 New
SWM
1757
SHP Wealth Management
Massachusetts
$385K +$350K +2,252 New
JIP
1758
Jaffetilchin Investment Partners
Florida
$385K -$26.9K -173 -7%
WB
1759
West Bancorporation
Iowa
$384K -$14.5K -93 -4%
HL
1760
HeadInvest LLC
Maine
$382K -$6.22K -40 -2%
WWM
1761
Walser Wealth Management
Florida
$382K +$347K +2,230 New
TCP
1762
TMB Capital Partners
Arkansas
$381K +$346K +2,227 New
HI
1763
Hoey Investments
Pennsylvania
$380K – – –
DW30
1764
Drucker Wealth 3.0
New Jersey
$379K +$48.7K +313 +16%
HBW
1765
Hazlett, Burt & Watson
West Virginia
$379K -$3.73K -24 -1%
TWP
1766
Triad Wealth Partners
Kansas
$379K -$222K -1,430 -39%
SP
1767
Saranac Partners
$377K – – –
XF
1768
XML Financial
Maryland
$376K +$342K +2,199 New
MVF
1769
Markin Volterra Fund
New York
$375K +$340K +2,189 New
FCG
1770
Fielder Capital Group
Tennessee
$374K -$25.8K -166 -7%
VAMG
1771
Voisard Asset Management Group
Michigan
$372K +$11.2K +72 +3%
BCWM
1772
Bartlett & Co Wealth Management
Ohio
$370K – – –
FC
1773
Financial Consulate
Maryland
$369K +$8.87K +57 +3%
SIC
1774
Samalin Investment Counsel
New York
$369K +$156 +1 +0%
SP
1775
Stonebrook Private
Michigan
$368K +$20.7K +133 +7%
69 70
71
72 73