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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1751
Carolina Wealth Advisors
South Carolina
$393K +$357K +2,296 New
FFA
1752
Fragasso Financial Advisors
Pennsylvania
$391K +$5.44K +35 +2%
PWM
1753
PTM Wealth Management
United States
$390K – – –
CCM
1754
Capstone Capital Management
$389K +$354K +2,273 New
SSCM
1755
Spectrum Strategic Capital Management
Oregon
$389K – – –
EP
1756
Essential Partners
California
$386K +$45.4K +292 +15%
CA
1757
Claro Advisors
Massachusetts
$386K -$933 -6 -0.3%
LMFP
1758
Larry Mathis Financial Planning
Arizona
$386K +$351K +2,254 New
SWM
1759
SHP Wealth Management
Massachusetts
$385K +$350K +2,252 New
JIP
1760
Jaffetilchin Investment Partners
Florida
$385K -$26.9K -173 -7%
WB
1761
West Bancorporation
Iowa
$384K -$14.5K -93 -4%
HL
1762
HeadInvest LLC
Maine
$382K -$6.22K -40 -2%
WWM
1763
Walser Wealth Management
Florida
$382K +$347K +2,230 New
TCP
1764
TMB Capital Partners
Arkansas
$381K +$346K +2,227 New
HI
1765
Hoey Investments
Pennsylvania
$380K – – –
DW30
1766
Drucker Wealth 3.0
New Jersey
$379K +$48.7K +313 +16%
HBW
1767
Hazlett, Burt & Watson
West Virginia
$379K -$3.73K -24 -1%
TWP
1768
Triad Wealth Partners
Kansas
$379K -$222K -1,430 -39%
SP
1769
Saranac Partners
$377K – – –
XF
1770
XML Financial
Maryland
$376K +$342K +2,199 New
MVF
1771
Markin Volterra Fund
New York
$375K +$340K +2,189 New
FCG
1772
Fielder Capital Group
Tennessee
$374K -$25.8K -166 -7%
VAMG
1773
Voisard Asset Management Group
Michigan
$372K +$11.2K +72 +3%
BCWM
1774
Bartlett & Co Wealth Management
Ohio
$370K – – –
FC
1775
Financial Consulate
Maryland
$369K +$8.87K +57 +3%
69 70
71
72 73