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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
2051
D.B. Root & Company
Pennsylvania
$227K +$206K +1,327 New
TPWM
2052
Twelve Points Wealth Management
Massachusetts
$227K +$162K +1,040 New
CCMT
2053
CMT Capital Markets Trading
Germany
$226K +$205K +1,320 New
SPA
2054
Sherbrooke Park Advisers
New York
$226K -$91.6K -589 -31%
SM
2055
Sciencast Management
New Jersey
$225K -$5.05M -32,471 -96%
LOPW
2056
Live Oak Private Wealth
North Carolina
$224K +$203K +1,307 New
WFAG
2057
Worth Financial Advisory Group
North Carolina
$223K +$203K +1,305 New
GSIAS
2058
Garden State Investment Advisory Services
New Jersey
$223K -$93.9K -604 -32%
VIPI
2059
Vista Investment Partners II
Indiana
$223K +$202K +1,300 New
SL
2060
StoryOne LLC
Kansas
$221K – – –
APM
2061
a16z Perennial Management
California
$221K +$201K +1,290 New
KWM
2062
Keebeck Wealth Management
Illinois
$220K +$200K +1,285 New
MG
2063
Marex Group
$218K -$607K -3,902 -75%
AGP
2064
Aspire Growth Partners
Florida
$218K +$198K +1,274 New
LF
2065
LifeSteps Financial
California
$218K +$198K +1,272 New
CCMG
2066
Connecticut Capital Management Group
Connecticut
$218K +$198K +1,271 New
BFA
2067
Beacon Financial Advisory
Ohio
$217K -$73.7K -474 -27%
PWM
2068
Puff Wealth Management
New Jersey
$217K +$182K +1,170 New
LF
2069
LifePlan Financial
Minnesota
$216K -$45.1K -290 -19%
PWW
2070
Pettyjohn Wood & White
Virginia
$216K +$196K +1,260 New
CFG
2071
Cornerstone Financial Group
Nebraska
$216K +$196K +1,260 New
RCM
2072
Requisite Capital Management
Texas
$215K -$294K -1,888 -60%
LI
2073
LifeWealth Investments
Florida
$215K +$195K +1,255 New
GTWM
2074
Global Trust Wealth Management
Florida
$215K +$195K +1,255 New
CIAS
2075
CBIZ Investment Advisory Services
Ohio
$215K +$12.6K +81 +7%
81 82
83
84 85