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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
2151
Ketron Financial
California
$621K – – –
IPW
2152
Impact Partnership Wealth
Georgia
$621K -$4.86K -16 -1%
CFG
2153
Carter Financial Group
Illinois
$620K +$18.8K +62 +5%
SL
2154
StoryOne LLC
Kansas
$620K +$434K +1,431 New
IA
2155
Insight Advisors
Pennsylvania
$620K -$39.5K -130 -8%
NC
2156
NewSquare Capital
Pennsylvania
$620K +$80.7K +266 +23%
SC
2157
Schulhoff & Co
Ohio
$617K – – –
XPN
2158
XY Planning Network
Montana
$617K +$114K +376 +36%
LWM
2159
LightSquare Wealth Management
Michigan
$616K -$7.59K -25 -2%
IA
2160
IFC Advisors
California
$614K -$10.3K -34 -2%
BCG
2161
Breakwater Capital Group
New Jersey
$614K -$13.7K -45 -3%
PWM
2162
PTM Wealth Management
United States
$612K +$1.21K +4 +0.2%
AWMT
2163
AAFMAA Wealth Management & Trust
North Carolina
$611K -$57.7K -190 -12%
CWM
2164
Compass Wealth Management
Connecticut
$611K +$428K +1,410 New
AHC
2165
Adell Harriman & Carpenter
Texas
$611K +$10.6K +35 +3%
NCTC
2166
New Covenant Trust Company
Indiana
$611K +$118K +390 +38%
IA
2167
Invested Advisors
Pennsylvania
$609K +$607 +2 +0.1%
TCWM
2168
Total Clarity Wealth Management
Illinois
$608K +$426K +1,404 New
SSWM
2169
Smith Salley Wealth Management
North Carolina
$608K +$67.1K +221 +19%
LBC
2170
Leigh Baldwin & Co
New York
$607K -$95.6K -315 -18%
RWA
2171
Roberts Wealth Advisors
California
$607K -$68.3K -225 -14%
BIG
2172
Builder Investment Group
Georgia
$607K – – –
SSWG
2173
Seven Springs Wealth Group
Tennessee
$607K – – –
DWS
2174
Dynamic Wealth Strategies
California
$604K -$137K -452 -24%
JDLA
2175
J. Derek Lewis & Associates
California
$603K +$12.4K +41 +3%
85 86
87
88 89