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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1876
DV Equities
Illinois
$305K +$307K +1,973 New
BAS
1877
Breakthru Advisory Services
Wisconsin
$305K +$5.29K +34 +2%
AWP
1878
Abacus Wealth Partners
California
$304K +$276K +1,775 New
MSWM
1879
Master's Wealth Management
Pennsylvania
$303K +$276K +1,772 New
LWM
1880
Liberty Wealth Management
California
$303K -$31.9K -205 -10%
EWM
1881
Elevation Wealth Management
Minnesota
$303K +$275K +1,768 New
GFP
1882
Gryphon Financial Partners
Ohio
$300K +$10.6K +68 +4%
ACM
1883
Avos Capital Management
Washington
$300K +$272K +1,750 New
UF
1884
Univest Financial
Pennsylvania
$299K +$1.87K +12 +0.7%
SHFG
1885
S Harris Financial Group
Texas
$299K +$271K +1,745 New
WAS
1886
Wealth Advisory Solutions
Indiana
$298K -$77K -495 -22%
BAMG
1887
Brand Asset Management Group
Missouri
$298K -$29.9K -192 -10%
GPI
1888
General Partner Inc
Pennsylvania
$298K – – –
GA
1889
Greenspring Advisors
Maryland
$297K +$270K +1,738 New
BBPWM
1890
Blue Bell Private Wealth Management
Pennsylvania
$296K +$1.4K +9 +0.5%
TW
1891
Traveka Wealth
California
$295K +$1.24K +8 +0.5%
PS
1892
Planned Solutions
California
$294K – – –
FPF
1893
First Pacific Financial
Washington
$293K -$8.24K -53 -3%
IA
1894
Insight Advisors
Pennsylvania
$293K -$1.4K -9 -0.5%
TAM
1895
Tucker Asset Management
Colorado
$293K +$266K +1,710 New
CWA
1896
Consilio Wealth Advisors
Washington
$293K -$17.7K -114 -6%
ATS
1897
Ashton Thomas Securities
New York
$292K -$51.2K -329 -16%
OIS
1898
OneAscent Investment Solutions
Alabama
$291K -$628K -4,036 -70%
SEP
1899
Signature Equity Partners
Ohio
$290K +$264K +1,696 New
CAAS
1900
Capital Asset Advisory Services
Michigan
$290K +$218K +1,400 New
74 75
76
77 78