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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1851
Pflug Koory
Nebraska
$202K +$106K +1,005 +201%
AA
1852
Argent Advisors
Louisiana
$201K +$159K +1,503 New
JWM
1853
Jupiter Wealth Management
Colorado
$201K – – –
BIG
1854
Builder Investment Group
Georgia
$201K +$159K +1,500 New
EB
1855
Exchange Bank
California
$200K +$159K +1,497 New
JMFC
1856
J.M. Forbes & Co
Massachusetts
$200K +$158K +1,496 New
TWM
1857
Topsail Wealth Management
North Carolina
$200K +$158K +1,493 New
MA
1858
MCF Advisors
Kentucky
$199K +$3.92K +37 +3%
1IA
1859
1620 Investment Advisors
Massachusetts
$194K -$2.65K -25 -2%
NB
1860
NBT Bank
New York
$194K -$123K -1,166 -80%
CFD
1861
Creative Financial Designs
Indiana
$192K -$5.72K -54 -4%
BHWM
1862
Bay Harbor Wealth Management
Maryland
$184K -$27.1K -256 -16%
AT
1863
Arlington Trust
Alabama
$183K – – –
CSB
1864
City State Bank
Iowa
$179K – – –
QL
1865
Quarry LP
New York
$178K +$119K +1,125 +541%
BWM
1866
Bullock Wealth Management
Indiana
$168K +$318 +3 +0.3%
GWM
1867
Geneos Wealth Management
Colorado
$167K -$283K -2,675 -68%
AFWM
1868
Abich Financial Wealth Management
Virginia
$162K +$128K +1,208 New
CIAS
1869
CBIZ Investment Advisory Services
Ohio
$157K – – –
EFMH
1870
E Fund Management (HK)
Hong Kong
$156K +$57.7K +545 +88%
EPIM
1871
Evelyn Partners Investment Management
$155K – – –
OIAM
1872
OFI Invest Asset Management
France
$155K -$6.04K -57 -4%
TPBG
1873
Turning Point Benefit Group
Maryland
$153K +$113K +1,068 New
SIC
1874
SJS Investment Consulting
Ohio
$152K +$60.7K +573 +102%
TFA
1875
Toth Financial Advisory
Virginia
$147K +$10.6K +100 +10%
73 74
75
76 77