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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
1926
AMG National Trust Bank
Colorado
$412K +$154K +689 +56%
TSMHT
1927
Thurston Springer Miller Herd & Titak
Indiana
$412K -$146K -653 -25%
NIA
1928
NIA Impact Advisors
California
$412K -$42.7K -191 -9%
KDA
1929
Kraft Davis & Associates
Missouri
$411K – – –
MWM
1930
Mosley Wealth Management
California
$410K +$8.94K +40 +1%
TIA
1931
Traphagen Investment Advisors
New Jersey
$410K -$10.3K -46 -2%
KAM
1932
Knightsbridge Asset Management
California
$409K +$3.8K +17 +0.9%
CFAM
1933
Center For Asset Management
Florida
$408K +$427K +1,910 New
FAM
1934
Formidable Asset Management
Ohio
$408K +$16.1K +72 +3%
SFG
1935
Sovereign Financial Group
Connecticut
$407K +$19K +85 +5%
FPF
1936
First Pacific Financial
Washington
$407K +$43.4K +194 +11%
CAIMH
1937
Central Asset Investments & Management Holdings
Hong Kong
$406K +$425K +1,900 New
EAM
1938
EdenTree Asset Management
United Kingdom
$406K +$425K +1,900 New
IFA
1939
Index Fund Advisors
California
$405K +$447 +2 +0.1%
AUB
1940
Atlantic Union Bankshares
Virginia
$404K -$8.05K -36 -2%
SI
1941
Saxon Interests
Texas
$404K -$645K -2,886 -60%
SWMG
1942
Signature Wealth Management Group
Georgia
$404K – – –
GWWM
1943
Great Waters Wealth Management
Minnesota
$402K – – –
LWMM
1944
Legacy Wealth Management (Mississippi)
Mississippi
$402K +$420K +1,880 New
MVF
1945
Markin Volterra Fund
New York
$401K -$69.5K -311 -14%
SP
1946
Saranac Partners
$401K -$104K -467 -21%
AWAU
1947
Alliance Wealth Advisors (Utah)
Utah
$401K +$419K +1,876 New
GRR
1948
Golden Reserve Retirement
Ohio
$400K +$144K +642 +52%
TGY2IT
1949
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$398K +$416K +1,862 New
AOWM
1950
Asset One Wealth Management
Washington
$397K +$344K +1,537 New
76 77
78
79 80