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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2101
Bay Harbor Wealth Management
Maryland
$208K -$25.5K -164 -12%
RIG
2102
Ramiah Investment Group
Wisconsin
$207K +$188K +1,211 New
ACM
2103
Aspen Capital Management
Idaho
$207K +$188K +1,210 New
VDC
2104
Van Diest Capital
Iowa
$207K +$188K +1,207 New
CSA
2105
Cottage Street Advisors
Massachusetts
$206K +$188K +1,206 New
GGS
2106
Galvin Gaustad & Stein
Arizona
$206K +$187K +1,205 New
MW
2107
Marrick Wealth
California
$206K +$187K +1,203 New
BWM
2108
Birchcreek Wealth Management
Ohio
$205K +$187K +1,200 New
IAA
2109
Ironsides Asset Advisors
North Carolina
$205K +$187K +1,200 New
LCG
2110
Lynx Capital Group
Ohio
$205K +$187K +1,200 New
MFS
2111
McNamara Financial Services
Massachusetts
$205K +$187K +1,200 New
TFS
2112
truNorth Financial Services
Pennsylvania
$205K +$187K +1,200 New
EFG
2113
Elevated Financial Group
Indiana
$205K +$186K +1,199 New
WP
2114
WealthPLAN Partners
Nebraska
$205K +$186K +1,196 New
MWAM
2115
Manhattan West Asset Management
California
$204K +$185K +1,192 New
FWP
2116
Family Wealth Partners
North Carolina
$203K +$185K +1,188 New
JC
2117
JM2 Capital
Oklahoma
$203K +$185K +1,188 New
MSFS
2118
Main Street Financial Solutions
Pennsylvania
$203K +$185K +1,188 New
KA
2119
Kozak & Associates
Colorado
$203K +$156 +1 +0.1%
CFG
2120
Carter Financial Group
Illinois
$202K +$184K +1,180 New
SSWM
2121
Smith Salley Wealth Management
North Carolina
$202K -$133K -855 -42%
TFA
2122
Toth Financial Advisory
Virginia
$201K +$11.7K +75 +7%
AGC
2123
Aspen Grove Capital
Colorado
$201K +$182K +1,172 New
B
2124
BetterWealth
California
$201K +$182K +1,173 New
EPIM
2125
Evelyn Partners Investment Management
$199K – – –
83 84
85
86 87