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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
UWPG
2151
Ullmann Wealth Partners Group
Florida
$289K +$302K +1,351 New
CAM
2152
Covenant Asset Management
New Jersey
$288K – – –
EC
2153
EdgeRock Capital
Colorado
$288K +$26.4K +118 +10%
ALAM
2154
Asahi Life Asset Management
Japan
$288K +$301K +1,347 New
TCM
2155
TABR Capital Management
California
$288K +$301K +1,346 New
CFO
2156
Collective Family Office
Pennsylvania
$287K -$43.4K -194 -13%
MSWM
2157
McGlone Suttner Wealth Management
Wisconsin
$287K +$301K +1,344 New
FFM
2158
Fullerton Fund Management
Singapore
$287K -$310K -1,386 -51%
AL
2159
Aspiriant LLC
California
$287K -$28.2K -126 -9%
CSB
2160
City State Bank
Iowa
$286K – – –
RW
2161
RVW Wealth
California
$286K – – –
MC
2162
Mathes Company
New York
$286K – – –
LI
2163
LifeWealth Investments
Florida
$285K +$18.1K +81 +6%
LOPW
2164
Live Oak Private Wealth
North Carolina
$285K +$6.26K +28 +2%
LWCFA
2165
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$285K -$8.94K -40 -4%
SSCA
2166
South Shore Capital Advisors
Massachusetts
$284K +$298K +1,331 New
SCP
2167
Sivia Capital Partners
California
$284K -$718K -3,213 -71%
AA
2168
Argent Advisors
Louisiana
$284K – – –
WE
2169
Wealth Effects
Massachusetts
$283K -$43.6K -195 -13%
OWP
2170
Obermeyer Wealth Partners
Colorado
$283K +$296K +1,324 New
SCA
2171
Stokes Capital Advisors
South Carolina
$283K +$296K +1,323 New
FEG
2172
Financial Enhancement Group
Indiana
$280K +$5.81K +26 +3%
RWM
2173
RKL Wealth Management
Pennsylvania
$279K -$18.1K -81 -6%
HFS
2174
Howard Financial Services
Texas
$279K +$292K +1,308 New
LFS
2175
Littlejohn Financial Services
Oregon
$278K +$291K +1,303 New
85 86
87
88 89