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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
2126
Toth Financial Advisory
Virginia
$201K +$11.7K +75 +7%
AGC
2127
Aspen Grove Capital
Colorado
$201K +$182K +1,172 New
B
2128
BetterWealth
California
$201K +$182K +1,173 New
EPIM
2129
Evelyn Partners Investment Management
$199K – – –
TIA
2130
Tiemann Investment Advisors
California
$192K +$174K +1,120 New
CA
2131
Centerpoint Advisors
Massachusetts
$185K -$1.09K -7 -0.6%
SMFG
2132
Sumitomo Mitsui Financial Group
Japan
$185K +$163K +1,050 New
CTA
2133
Colonial Trust Advisors
South Carolina
$184K – – –
1CP
2134
1015 Capital Partners
Pennsylvania
$182K +$165K +1,063 New
IBOK
2135
Independence Bank of Kentucky
Kentucky
$181K +$9.33K +60 +6%
JWA
2136
JFS Wealth Advisors
Pennsylvania
$181K +$34.1K +219 +26%
WA
2137
Whipplewood Advisors
Colorado
$171K – – –
AAG
2138
Armstrong Advisory Group
Massachusetts
$168K – – –
CCA
2139
Catalyst Capital Advisors
New York
$165K -$86.9K -559 -37%
MHR
2140
Matthew Hamilton Rosenberg
$161K +$10.9K +70 +8%
FFO
2141
Fortitude Family Office
Arizona
$161K +$56K +360 +62%
WWA
2142
Wealth Watch Advisors
Colorado
$160K +$933 +6 +0.6%
AWM
2143
Abound Wealth Management
Tennessee
$159K +$9.33K +60 +7%
RS
2144
Rakuten Securities
Japan
$157K +$26.6K +171 +23%
EWM
2145
Evolution Wealth Management
Florida
$157K +$62.2K +400 +77%
GWM
2146
Greenline Wealth Management
Florida
$155K +$141K +904 New
TPBG
2147
Turning Point Benefit Group
Maryland
$153K -$27.1K -174 -16%
HIW
2148
Holos Integrated Wealth
Pennsylvania
$150K – – –
DIP
2149
DT Investment Partners
Pennsylvania
$147K – – –
KFI
2150
Key Financial Inc
Pennsylvania
$147K +$62.2K +400 +87%
84 85
86
87 88