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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AEPWM
1901
Atlantic Edge Private Wealth Management
Florida
$107K +$5.29K +50 +7%
OCM
1902
Osterweis Capital Management
California
$107K – – –
FWM
1903
FSA Wealth Management
Massachusetts
$107K +$84.3K +796 New
HIW
1904
Holos Integrated Wealth
Pennsylvania
$106K – – –
DAM
1905
Delta Asset Management
Tennessee
$103K – – –
AWM
1906
AllSquare Wealth Management
New York
$102K – – –
BSB
1907
Bangor Savings Bank
Maine
$101K – – –
PCTC
1908
Perkins Coie Trust Company
Washington
$100K – – –
RS
1909
Rakuten Securities
Japan
$100K +$43.2K +408 +120%
TWD
1910
True Wealth Design
Ohio
$97.3K +$31.8K +300 +70%
TSMHT
1911
Thurston Springer Miller Herd & Titak
Indiana
$96.1K -$1.54M -14,541 -95%
WTA
1912
Washington Trust Advisors
Massachusetts
$94.3K -$168K -1,589 -69%
IRAG
1913
Investment Research & Advisory Group
Georgia
$94.2K +$212 +2 +0.3%
AWM
1914
Activest Wealth Management
Florida
$93.9K +$16.8K +159 +29%
LAMC
1915
Longview Asset Management (California)
California
$93.7K – – –
PC
1916
Promus Capital
Illinois
$93.6K – – –
LWCFA
1917
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91.5K – – –
FFL
1918
Financial Freedom LLC
Ohio
$85.5K +$212 +2 +0.3%
Q1WB
1919
Quest 10 Wealth Builders
Virginia
$83.8K +$2.12K +20 +3%
CCM
1920
Cloud Capital Management
Washington
$83K +$65.9K +622 New
CNBTD
1921
Citizens National Bank Trust Department
Mississippi
$80.7K – – –
KFP
1922
Kerr Financial Planning
California
$78.1K +$54.8K +518 New
FFO
1923
Fortitude Family Office
Arizona
$77.5K -$212 -2 -0.3%
MEG
1924
Millstone Evans Group
Colorado
$75K – – –
HIMS
1925
Hager Investment Management Services
New Hampshire
$73.6K -$31.8K -300 -35%
75 76
77
78 79