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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2101
CogentBlue Wealth Advisors
Tennessee
$208K +$189K +1,216 New
AFG
2102
Allegheny Financial Group
Pennsylvania
$208K +$189K +1,215 New
PA
2103
ProCore Advisors
California
$208K +$189K +1,215 New
BHWM
2104
Bay Harbor Wealth Management
Maryland
$208K -$25.5K -164 -12%
RIG
2105
Ramiah Investment Group
Wisconsin
$207K +$188K +1,211 New
ACM
2106
Aspen Capital Management
Idaho
$207K +$188K +1,210 New
VDC
2107
Van Diest Capital
Iowa
$207K +$188K +1,207 New
CSA
2108
Cottage Street Advisors
Massachusetts
$206K +$188K +1,206 New
GGS
2109
Galvin Gaustad & Stein
Arizona
$206K +$187K +1,205 New
MW
2110
Marrick Wealth
California
$206K +$187K +1,203 New
BWM
2111
Birchcreek Wealth Management
Ohio
$205K +$187K +1,200 New
IAA
2112
Ironsides Asset Advisors
North Carolina
$205K +$187K +1,200 New
LCG
2113
Lynx Capital Group
Ohio
$205K +$187K +1,200 New
MFS
2114
McNamara Financial Services
Massachusetts
$205K +$187K +1,200 New
TFS
2115
truNorth Financial Services
Pennsylvania
$205K +$187K +1,200 New
EFG
2116
Elevated Financial Group
Indiana
$205K +$186K +1,199 New
WP
2117
WealthPLAN Partners
Nebraska
$205K +$186K +1,196 New
MWAM
2118
Manhattan West Asset Management
California
$204K +$185K +1,192 New
FWP
2119
Family Wealth Partners
North Carolina
$203K +$185K +1,188 New
JC
2120
JM2 Capital
Oklahoma
$203K +$185K +1,188 New
MSFS
2121
Main Street Financial Solutions
Pennsylvania
$203K +$185K +1,188 New
KA
2122
Kozak & Associates
Colorado
$203K +$156 +1 +0.1%
BWM
2123
Bullock Wealth Management
Indiana
$202K +$311 +2 +0.2%
CFG
2124
Carter Financial Group
Illinois
$202K +$184K +1,180 New
SSWM
2125
Smith Salley Wealth Management
North Carolina
$202K -$133K -855 -42%
83 84
85
86 87