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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1851
Argent Advisors
Louisiana
$201K +$159K +1,503 New
JWM
1852
Jupiter Wealth Management
Colorado
$201K – – –
BIG
1853
Builder Investment Group
Georgia
$201K +$159K +1,500 New
EB
1854
Exchange Bank
California
$200K +$159K +1,497 New
JMFC
1855
J.M. Forbes & Co
Massachusetts
$200K +$158K +1,496 New
TWM
1856
Topsail Wealth Management
North Carolina
$200K +$158K +1,493 New
MA
1857
MCF Advisors
Kentucky
$199K +$3.92K +37 +3%
1IA
1858
1620 Investment Advisors
Massachusetts
$194K -$2.65K -25 -2%
NB
1859
NBT Bank
New York
$194K -$123K -1,166 -80%
CFD
1860
Creative Financial Designs
Indiana
$192K -$5.72K -54 -4%
BHWM
1861
Bay Harbor Wealth Management
Maryland
$184K -$27.1K -256 -16%
AT
1862
Arlington Trust
Alabama
$183K – – –
CSB
1863
City State Bank
Iowa
$179K – – –
QL
1864
Quarry LP
New York
$178K +$119K +1,125 +541%
GWM
1865
Geneos Wealth Management
Colorado
$167K -$283K -2,675 -68%
AFWM
1866
Abich Financial Wealth Management
Virginia
$162K +$128K +1,208 New
CIAS
1867
CBIZ Investment Advisory Services
Ohio
$157K – – –
EFMH
1868
E Fund Management (HK)
Hong Kong
$156K +$57.7K +545 +88%
EPIM
1869
Evelyn Partners Investment Management
$155K – – –
OIAM
1870
OFI Invest Asset Management
France
$155K -$6.04K -57 -4%
TPBG
1871
Turning Point Benefit Group
Maryland
$153K +$113K +1,068 New
SIC
1872
SJS Investment Consulting
Ohio
$152K +$60.7K +573 +102%
TFA
1873
Toth Financial Advisory
Virginia
$147K +$10.6K +100 +10%
CA
1874
Centerpoint Advisors
Massachusetts
$146K +$8.47K +80 +8%
CTA
1875
Colonial Trust Advisors
South Carolina
$144K -$7.94K -75 -7%
73 74
75
76 77