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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
LT
2226
Legacy Trust
Michigan
$258K +$270K +1,209 New
BWM
2227
Birchcreek Wealth Management
Ohio
$256K – – –
MFS
2228
McNamara Financial Services
Massachusetts
$256K – – –
NDBT
2229
North Dallas Bank & Trust
Texas
$255K +$267K +1,195 New
I
2230
INVST
Indiana
$255K +$267K +1,193 New
1IA
2231
1620 Investment Advisors
Massachusetts
$255K -$55.9K -250 -17%
FWP
2232
Family Wealth Partners
North Carolina
$254K – – –
EFG
2233
Elevated Financial Group
Indiana
$254K -$2.68K -12 -1%
CW
2234
Cedarwood Wealth
Colorado
$254K +$9.84K +44 +4%
AW
2235
Alaethes Wealth
Nevada
$253K -$42.7K -191 -14%
CPC
2236
CFC Planning Company
Indiana
$253K -$86.5K -387 -25%
WPW
2237
Waldron Private Wealth
Pennsylvania
$253K +$265K +1,183 New
SSWM
2238
Smith Salley Wealth Management
North Carolina
$252K – – –
TFA
2239
Toth Financial Advisory
Virginia
$252K +$894 +4 +0.3%
LF
2240
LifeSteps Financial
California
$251K -$21.7K -97 -8%
SFG
2241
Synergy Financial Group
California
$251K -$12.5K -56 -5%
AGC
2242
Aspen Grove Capital
Colorado
$251K – – –
B
2243
BetterWealth
California
$251K – – –
BFIM
2244
Beese Fulmer Investment Management
Ohio
$250K +$262K +1,170 New
IAS
2245
Integrity Advisory Solutions
Texas
$250K +$262K +1,170 New
GCM
2246
Gambit Capital Management
Tennessee
$250K -$101K -450 -28%
FFG
2247
First Financial Group
North Carolina
$249K +$260K +1,165 New
VV
2248
Verity & Verity
South Carolina
$249K +$260K +1,165 New
NC
2249
NewSquare Capital
Pennsylvania
$249K +$260K +1,164 New
KA
2250
Kozak & Associates
Colorado
$249K +$224 +1 +0.1%
88 89
90
91 92