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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2051
Northwest Wealth Management
Iowa
$229K +$208K +1,336 New
SRC
2052
Sage Rhino Capital
California
$228K +$207K +1,334 New
BWS
2053
Buck Wealth Strategies
Colorado
$228K -$64.5K -415 -24%
AA
2054
Argent Advisors
Louisiana
$227K -$27.1K -174 -12%
DBRC
2055
D.B. Root & Company
Pennsylvania
$227K +$206K +1,327 New
TPWM
2056
Twelve Points Wealth Management
Massachusetts
$227K +$162K +1,040 New
CCMT
2057
CMT Capital Markets Trading
Germany
$226K +$205K +1,320 New
SPA
2058
Sherbrooke Park Advisers
New York
$226K -$91.6K -589 -31%
SM
2059
Sciencast Management
New Jersey
$225K -$5.05M -32,471 -96%
LOPW
2060
Live Oak Private Wealth
North Carolina
$224K +$203K +1,307 New
WFAG
2061
Worth Financial Advisory Group
North Carolina
$223K +$203K +1,305 New
GSIAS
2062
Garden State Investment Advisory Services
New Jersey
$223K -$93.9K -604 -32%
VIPI
2063
Vista Investment Partners II
Indiana
$223K +$202K +1,300 New
SL
2064
StoryOne LLC
Kansas
$221K – – –
APM
2065
a16z Perennial Management
California
$221K +$201K +1,290 New
KWM
2066
Keebeck Wealth Management
Illinois
$220K +$200K +1,285 New
MG
2067
Marex Group
$218K -$607K -3,902 -75%
AGP
2068
Aspire Growth Partners
Florida
$218K +$198K +1,274 New
LF
2069
LifeSteps Financial
California
$218K +$198K +1,272 New
CCMG
2070
Connecticut Capital Management Group
Connecticut
$218K +$198K +1,271 New
BFA
2071
Beacon Financial Advisory
Ohio
$217K -$73.7K -474 -27%
PWM
2072
Puff Wealth Management
New Jersey
$217K +$182K +1,170 New
LF
2073
LifePlan Financial
Minnesota
$216K -$45.1K -290 -19%
PWW
2074
Pettyjohn Wood & White
Virginia
$216K +$196K +1,260 New
CFG
2075
Cornerstone Financial Group
Nebraska
$216K +$196K +1,260 New
81 82
83
84 85