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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
PS
2026
Planned Solutions
California
$781K +$25.2K +83 +5%
SP
2027
Symmetry Partners
Connecticut
$779K +$99K +326 +22%
AFWM
2028
Arta Finance Wealth Management
California
$779K +$6.68K +22 +1%
EC
2029
EdgeRock Capital
Colorado
$779K +$136K +449 +33%
KWM
2030
KFG Wealth Management
Indiana
$778K +$545K +1,796 New
NWM
2031
Nolet Wealth Management
Texas
$775K -$1.21K -4 -0.2%
FPF
2032
First Pacific Financial
Washington
$774K -$36.4K -120 -6%
TW
2033
Traveka Wealth
California
$774K +$18.5K +61 +4%
RL
2034
Retireful LLC
Michigan
$773K +$25.8K +85 +5%
CWWM
2035
Clear Wave Wealth Management
New Jersey
$773K +$26.7K +88 +5%
CFS
2036
Commonwealth Financial Services
West Virginia
$772K +$58.6K +193 +12%
BBPWM
2037
Blue Bell Private Wealth Management
Pennsylvania
$772K +$3.64K +12 +0.7%
DG
2038
DMC Group
Alabama
$771K +$78.3K +258 +17%
TPA
2039
Trivium Point Advisory
Connecticut
$765K +$184K +605 +52%
ZIC
2040
ZWJ Investment Counsel
Georgia
$764K +$4.86K +16 +0.9%
CCAL
2041
City Center Advisors LLC
Michigan
$763K -$108K -356 -17%
GKIM
2042
GW&K Investment Management
Massachusetts
$762K +$19.4K +64 +4%
GFP
2043
Gainline Financial Partners
Colorado
$762K +$534K +1,758 New
PWS
2044
Peterson Wealth Services
Utah
$762K -$6.68K -22 -1%
FWM
2045
FMB Wealth Management
California
$761K -$911 -3 -0.2%
SIC
2046
SJS Investment Consulting
Ohio
$760K -$12.4K -41 -2%
RWM
2047
Rialto Wealth Management
New York
$759K +$19.1K +63 +4%
BTWM
2048
Baker Tilly Wealth Management
Wisconsin
$759K -$1.52K -5 -0.3%
SMBT
2049
Southern Michigan Bank & Trust
Michigan
$759K +$34.3K +113 +7%
HL
2050
HeadInvest LLC
Maine
$758K -$10.6K -35 -2%
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