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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
DJYG
1951
David J. Yvars Group
Florida
$906K +$634K +2,090 New
HWMO
1952
Heritage Wealth Management (Ohio)
Ohio
$905K +$634K +2,089 New
RCM
1953
Ridgepath Capital Management
Tennessee
$901K – – –
TIA
1954
Teucrium Investment Advisors
Vermont
$901K -$776K -2,557 -55%
OL
1955
Odyssean LLC
Connecticut
$900K – – –
CA
1956
Cornerstone Advisory
Maryland
$898K +$31K +102 +5%
AFW
1957
Avantra Family Wealth
Pennsylvania
$896K +$123K +404 +24%
CFA
1958
Collaborative Fund Advisors
Nevada
$896K +$627K +2,067 New
EM
1959
Excalibur Management
Massachusetts
$896K -$4.55K -15 -0.7%
BPCE
1960
Bank Pictet & Cie (Europe)
Germany
$894K -$182K -601 -23%
CAG
1961
Csenge Advisory Group
Florida
$893K +$27.3K +90 +5%
TDB
1962
Thompson David Blair
$892K +$159K +523 +34%
RIS
1963
Retirement Income Solutions
Michigan
$892K – – –
GKFF
1964
George Kaiser Family Foundation
Oklahoma
$892K -$1.05M -3,456 -63%
PGCM
1965
Prescott Group Capital Management
Oklahoma
$892K -$1.05M -3,456 -63%
IP
1966
Integras Partners
Georgia
$888K – – –
CAAS
1967
Capital Asset Advisory Services
Michigan
$886K -$134K -440 -18%
MSFS
1968
Main Street Financial Solutions
Pennsylvania
$885K +$206K +677 +50%
FCA
1969
FLC Capital Advisors
California
$879K -$48.6K -160 -7%
VWA
1970
Visionary Wealth Advisors
Illinois
$879K +$105K +347 +21%
GPA
1971
Guidance Point Advisors
Massachusetts
$877K +$607 +2 +0.1%
HPIA
1972
Hamilton Point Investment Advisors
North Carolina
$876K – – –
MSR
1973
Main Street Research
Connecticut
$874K +$8.5K +28 +1%
SCA
1974
Stokes Capital Advisors
South Carolina
$874K +$210K +693 +52%
CNBOF
1975
City National Bank of Florida
Florida
$872K +$611K +2,013 New
77 78
79
80 81