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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2101
TSA Wealth Management
Texas
$309K +$8.27K +37 +3%
CFSG
2102
Community Financial Services Group
Vermont
$309K -$49.2K -220 -14%
AG
2103
AlTi Global
New York
$308K -$10.5K -47 -3%
SFP
2104
Sterling Financial Planning
New Jersey
$307K – – –
KF
2105
Ketron Financial
California
$306K – – –
WWMSC
2106
Wagner Wealth Management (South Carolina)
South Carolina
$306K +$2.24K +10 +0.7%
SC
2107
Schulhoff & Co
Ohio
$304K +$319K +1,425 New
CWM
2108
Cornerstone Wealth Management
Missouri
$304K +$5.81K +26 +2%
AWM
2109
Avaii Wealth Management
Wisconsin
$301K -$2.01K -9 -0.6%
AAMG
2110
AMG Asset Management Group
Georgia
$301K +$315K +1,410 New
FWM
2111
Foguth Wealth Management
Michigan
$301K +$212K +946 New
WFMPM
2112
Woodley Farra Manion Portfolio Management
Indiana
$301K +$315K +1,408 New
SL
2113
StoryOne LLC
Kansas
$301K – – –
PA
2114
ProCore Advisors
California
$301K +$43.2K +193 +16%
IA
2115
Invested Advisors
Pennsylvania
$300K -$5.81K -26 -2%
IIC
2116
Integrated Investment Consultants
Michigan
$300K -$31.5K -141 -9%
BIG
2117
Builder Investment Group
Georgia
$299K -$22.4K -100 -7%
SSWG
2118
Seven Springs Wealth Group
Tennessee
$299K – – –
IP
2119
Isthmus Partners
Wisconsin
$299K +$313K +1,400 New
SWA
2120
Stratos Wealth Advisors
Ohio
$299K +$224 +1 +0.1%
CFD
2121
Creative Financial Designs
Indiana
$298K -$2.24K -10 -0.7%
RCM
2122
RB Capital Management
Nevada
$298K -$14.5K -65 -4%
MIA
2123
MainStreet Investment Advisors
Illinois
$298K +$312K +1,394 New
BC
2124
Bridgefront Capital
Texas
$297K -$142K -634 -31%
GA
2125
GSG Advisors
New Jersey
$296K +$9.39K +42 +3%
83 84
85
86 87