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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1801
FMB Wealth Management
California
$353K – – –
EDRH
1802
Edmond de Rothschild Holding
Switzerland
$352K +$76.1K +489 +31%
SSC
1803
Syverson Strege & Co
Iowa
$352K +$78.1K +502 +32%
BAM
1804
Broyhill Asset Management
North Carolina
$351K -$99.5K -640 -24%
IP
1805
Integras Partners
Georgia
$351K -$94.9K -610 -23%
SHWA
1806
Safe Harbor Wealth Advisors
Ohio
$351K +$236K +1,516 New
EW
1807
Evexia Wealth
Wisconsin
$350K +$260K +1,674 New
GCM
1808
Gables Capital Management
Florida
$349K – – –
SOAM
1809
SBI Okasan Asset Management
Japan
$348K +$308K +1,978 New
5NPW
1810
55 North Private Wealth
Florida
$348K +$316K +2,032 New
JWM
1811
Jupiter Wealth Management
Colorado
$347K – – –
BC
1812
Bridgefront Capital
Texas
$347K -$4.81M -30,921 -94%
HPIA
1813
Hamilton Point Investment Advisors
North Carolina
$346K – – –
LWA
1814
Lineweaver Wealth Advisors
Ohio
$346K +$2.49K +16 +0.8%
YP
1815
YANKCOM Partnership
South Dakota
$346K -$58.3K -375 -16%
GPA
1816
Guidance Point Advisors
Massachusetts
$345K +$622 +4 +0.2%
KDA
1817
Kraft Davis & Associates
Missouri
$345K +$2.49K +16 +1%
CIM
1818
Contravisory Investment Management
Massachusetts
$345K +$2.64K +17 +0.9%
TAP
1819
TSG Advice Partners
Ohio
$343K +$312K +2,007 New
BDFN
1820
Bond & Devick Financial Network
Minnesota
$343K – – –
HC
1821
Hamilton Capital
Ohio
$342K +$311K +2,000 New
CSC
1822
Caldwell Sutter Capital
California
$341K -$9.8K -63 -3%
FNBT
1823
FineMark National Bank & Trust
Florida
$341K +$11.2K +72 +4%
ORG
1824
Optimist Retirement Group
Washington
$341K +$310K +1,991 New
CWS
1825
Confluence Wealth Services
Pennsylvania
$339K -$41.7K -268 -12%
71 72
73
74 75