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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1926
Balboa Wealth Partners
Arizona
$948K +$25.2K +83 +4%
WSWA
1927
Warren Street Wealth Advisors
California
$947K +$20.9K +69 +3%
SIC
1928
Samalin Investment Counsel
New York
$946K +$8.5K +28 +1%
VDC
1929
Van Diest Capital
Iowa
$941K -$1.13M -3,707 -63%
RFA
1930
Register Financial Advisors
Georgia
$940K +$6.07K +20 +0.9%
DA
1931
Drake & Associates
Wisconsin
$935K +$655K +2,157 New
HBW
1932
Hazlett, Burt & Watson
West Virginia
$934K -$1.21K -4 -0.2%
AMPWP
1933
Alvarez & Marsal Private Wealth Partners
Florida
$934K -$82.3K -271 -11%
HKIMG
1934
Hutchens & Kramer Investment Management Group
Indiana
$931K -$41.6K -137 -6%
BONST
1935
Bank of Nova Scotia Trust
Ontario, Canada
$930K +$100K +331 +18%
MCWA
1936
Meadow Creek Wealth Advisors
Georgia
$930K -$6.38K -21 -1%
TFG
1937
Turner Financial Group
Florida
$930K +$651K +2,146 New
RWP
1938
Revolve Wealth Partners
New Jersey
$927K +$63.7K +210 +11%
WF
1939
Wayfinding Financial
Washington
$927K -$26.7K -88 -4%
MNBTD
1940
Moody National Bank Trust Division
Texas
$925K – – –
BWS
1941
BCR Wealth Strategies
Alabama
$922K – – –
BCP
1942
Blackhawk Capital Partners
Wisconsin
$917K +$6.98K +23 +1%
AAG
1943
Accordant Advisory Group
Maryland
$915K – – –
GWP
1944
Gateway Wealth Partners
Wisconsin
$914K -$513K -1,689 -44%
BWM
1945
BlackDiamond Wealth Management
New York
$913K +$125K +412 +16%
BL
1946
Balentine LLC
Georgia
$913K +$640K +2,107 New
PGDP
1947
Pragma Gestao de Patrimonio
Brazil
$910K +$637K +2,100 New
ORG
1948
Optimist Retirement Group
Washington
$908K +$24.9K +82 +4%
RS
1949
Rakuten Securities
Japan
$906K +$95.3K +314 +18%
GAA
1950
Global Assets Advisory
Florida
$906K +$715K +2,355 New
76 77
78
79 80