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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1776
Samalin Investment Counsel
New York
$369K +$156 +1 +0%
SP
1777
Stonebrook Private
Michigan
$368K +$20.7K +133 +7%
CFA
1778
Capstone Financial Advisors
Illinois
$368K -$36.1K -232 -10%
CWMK
1779
Caliber Wealth Management (Kansas)
Kansas
$368K +$36.7K +236 +12%
CP
1780
Canopy Partners
Ohio
$368K +$49.9K +321 +18%
WF
1781
Wayfinding Financial
Washington
$366K +$11.8K +76 +4%
MNBTD
1782
Moody National Bank Trust Division
Texas
$365K – – –
FPWM
1783
FSB Premier Wealth Management
Iowa
$365K +$332K +2,135 New
RPGNY
1784
Retirement Planning Group (New York)
New York
$363K +$330K +2,120 New
FWI
1785
Facet Wealth Inc
Maryland
$363K +$236K +1,515 New
NIA
1786
NIA Impact Advisors
California
$363K +$14.3K +92 +5%
HWMO
1787
Heritage Wealth Management (Ohio)
Ohio
$362K -$622 -4 -0.2%
GCP
1788
GSA Capital Partners
United Kingdom
$362K -$282K -1,810 -46%
RFA
1789
Register Financial Advisors
Georgia
$361K – – –
FWP
1790
Flatrock Wealth Partners
California
$361K +$327K +2,104 New
EM
1791
Excalibur Management
Massachusetts
$361K -$1.55K -10 -0.5%
AIM
1792
Acropolis Investment Management
Missouri
$361K +$328K +2,106 New
MPAM
1793
Murphy Pohlad Asset Management
Minnesota
$360K – – –
MJPCFAI
1794
Michael J. Porro & Co. Financial Advisors, Inc.
New Jersey
$359K +$327K +2,100 New
WG
1795
Welch Group
Alabama
$359K +$21.8K +140 +7%
CIM
1796
Cambria Investment Management
California
$357K +$325K +2,088 New
SC
1797
Sepio Capital
Utah
$357K +$44.2K +284 +16%
IP
1798
Intellectus Partners
California
$356K -$2.11M -13,558 -87%
AWM
1799
Avior Wealth Management
Nebraska
$354K +$25.2K +162 +8%
WFA
1800
Wellspring Financial Advisors
Ohio
$353K +$321K +2,063 New
70 71
72
73 74