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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
MPAM
1926
Murphy Pohlad Asset Management
Minnesota
$421K -$30.2K -135 -6%
MA
1927
MCF Advisors
Kentucky
$420K +$93K +416 +27%
OFO
1928
OneAscent Family Office
Alabama
$418K +$7.6K +34 +2%
CWS
1929
Confluence Wealth Services
Pennsylvania
$415K -$8.94K -40 -2%
WB
1930
West Bancorporation
Iowa
$415K -$68K -304 -14%
RWP
1931
Revolve Wealth Partners
New Jersey
$412K -$11.4K -51 -3%
ANTB
1932
AMG National Trust Bank
Colorado
$412K +$154K +689 +56%
TSMHT
1933
Thurston Springer Miller Herd & Titak
Indiana
$412K -$146K -653 -25%
NIA
1934
NIA Impact Advisors
California
$412K -$42.7K -191 -9%
KDA
1935
Kraft Davis & Associates
Missouri
$411K – – –
MWM
1936
Mosley Wealth Management
California
$410K +$8.94K +40 +1%
TIA
1937
Traphagen Investment Advisors
New Jersey
$410K -$10.3K -46 -2%
KAM
1938
Knightsbridge Asset Management
California
$409K +$3.8K +17 +0.9%
CFAM
1939
Center For Asset Management
Florida
$408K +$427K +1,910 New
FAM
1940
Formidable Asset Management
Ohio
$408K +$16.1K +72 +3%
SFG
1941
Sovereign Financial Group
Connecticut
$407K +$19K +85 +5%
FPF
1942
First Pacific Financial
Washington
$407K +$43.4K +194 +11%
CAIMH
1943
Central Asset Investments & Management Holdings
Hong Kong
$406K +$425K +1,900 New
EAM
1944
EdenTree Asset Management
United Kingdom
$406K +$425K +1,900 New
IFA
1945
Index Fund Advisors
California
$405K +$447 +2 +0.1%
AUB
1946
Atlantic Union Bankshares
Virginia
$404K -$8.05K -36 -2%
SI
1947
Saxon Interests
Texas
$404K -$645K -2,886 -60%
SWMG
1948
Signature Wealth Management Group
Georgia
$404K – – –
GWWM
1949
Great Waters Wealth Management
Minnesota
$402K – – –
LWMM
1950
Legacy Wealth Management (Mississippi)
Mississippi
$402K +$420K +1,880 New
76 77
78
79 80