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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PGCM
1951
Prescott Group Capital Management
Oklahoma
$892K -$1.05M -3,456 -63%
IP
1952
Integras Partners
Georgia
$888K – – –
CAAS
1953
Capital Asset Advisory Services
Michigan
$886K -$134K -440 -18%
MSFS
1954
Main Street Financial Solutions
Pennsylvania
$885K +$206K +677 +50%
FCA
1955
FLC Capital Advisors
California
$879K -$48.6K -160 -7%
VWA
1956
Visionary Wealth Advisors
Illinois
$879K +$105K +347 +21%
GPA
1957
Guidance Point Advisors
Massachusetts
$877K +$607 +2 +0.1%
HPIA
1958
Hamilton Point Investment Advisors
North Carolina
$876K – – –
MSR
1959
Main Street Research
Connecticut
$874K +$8.5K +28 +1%
SCA
1960
Stokes Capital Advisors
South Carolina
$874K +$210K +693 +52%
CNBOF
1961
City National Bank of Florida
Florida
$872K +$611K +2,013 New
AWF
1962
Alpha Wealth Funds
Utah
$872K +$610K +2,010 New
CCM
1963
Capstone Capital Management
$870K +$609K +2,007 New
PF
1964
Prota Financial
Texas
$869K -$188K -619 -22%
IDA
1965
Intelligence Driven Advisers
California
$869K +$64.1K +211 +12%
EFG
1966
Ethos Financial Group
Pennsylvania
$869K +$599K +1,973 +134%
FMP
1967
Financial Management Professionals
Texas
$868K -$191K -628 -24%
BWM
1968
BCS Wealth Management
Tennessee
$868K -$75.3K -248 -11%
CI
1969
Corient IA
Florida
$867K -$228K -750 -27%
DAM
1970
Deltec Asset Management
New York
$867K +$607K +2,000 New
VAG
1971
VisionPoint Advisory Group
Texas
$864K +$76.2K +251 +14%
IMC
1972
Investment Management Corporation
Virginia
$862K -$321K -1,057 -35%
PP
1973
Patron Partners
Texas
$862K +$99K +326 +20%
PWM
1974
Pines Wealth Management
North Carolina
$861K -$93.2K -307 -13%
DC
1975
Diametric Capital
Massachusetts
$861K +$603K +1,987 New
77 78
79
80 81