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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2051
WealthPLAN Partners
Nebraska
$329K +$77.4K +346 +29%
SC
2052
Seldon Capital
California
$329K – – –
IAA
2053
Ironsides Asset Advisors
North Carolina
$329K +$76K +340 +28%
EWM
2054
Evolution Wealth Management
Florida
$329K +$139K +622 +68%
CWMK
2055
Caliber Wealth Management (Kansas)
Kansas
$329K -$137K -612 -28%
SL
2056
Summitry LLC
California
$328K +$29.5K +132 +9%
TDB
2057
Thompson David Blair
$328K +$343K +1,536 New
CCS
2058
Concentric Capital Strategies
Connecticut
$328K -$22.4M -100,225 -98%
LF
2059
Lantz Financial
Illinois
$328K +$7.83K +35 +2%
AF
2060
Apollon Financial
South Carolina
$327K +$25.9K +116 +8%
LA
2061
Latitude Advisors
Florida
$326K -$72K -322 -17%
SAM
2062
Simplify Asset Management
Nevada
$326K +$10.7K +48 +3%
RF
2063
Rossby Financial
Florida
$326K +$235K +1,053 +254%
FHC
2064
First Horizon Corporation
Tennessee
$325K -$2.01K -9 -0.6%
FCM
2065
Fortis Capital Management
Washington
$325K -$12.5K -56 -4%
DG
2066
DMC Group
Alabama
$325K +$340K +1,522 New
NB
2067
NBT Bank
New York
$325K +$268K +1,199 +374%
PG
2068
Prostatis Group
Maryland
$325K +$340K +1,520 New
G
2069
GenTrust
Florida
$324K -$68.2K -305 -17%
YP
2070
YANKCOM Partnership
South Dakota
$322K -$115K -513 -25%
PK
2071
Pflug Koory
Nebraska
$322K – – –
JMFC
2072
J.M. Forbes & Co
Massachusetts
$320K – – –
AWA
2073
Aletheian Wealth Advisors
Washington
$319K +$334K +1,493 New
WA
2074
Whipplewood Advisors
Colorado
$319K +$110K +492 +49%
PCP
2075
Panoramic Capital Partners
Oregon
$318K +$8.72K +39 +3%
81 82
83
84 85