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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
VIPI
2251
Vista Investment Partners II
Indiana
$542K -$14.9K -49 -4%
HW
2252
HORAN Wealth
Ohio
$540K +$378K +1,246 New
LT
2253
Legacy Trust
Michigan
$539K +$10.9K +36 +3%
SDWMA
2254
Schneider Downs Wealth Management Advisors
Pennsylvania
$539K +$378K +1,244 New
DBRC
2255
D.B. Root & Company
Pennsylvania
$538K -$2.43K -8 -0.6%
PP
2256
Patten & Patten
Tennessee
$537K – – –
RWI
2257
Red Wave Investments
Pennsylvania
$535K – – –
AOWM
2258
Asset One Wealth Management
Washington
$535K +$17.6K +58 +4%
CIC
2259
Crawford Investment Counsel
Georgia
$534K -$14K -46 -4%
TWM
2260
Tanager Wealth Management
United Kingdom
$534K +$43.7K +144 +13%
PCM
2261
Permanent Capital Management
Illinois
$532K +$59.8K +197 +19%
MW
2262
Marrick Wealth
California
$532K +$2.73K +9 +0.7%
AFG
2263
Allegheny Financial Group
Pennsylvania
$532K – – –
IAG
2264
Investment Advisory Group
Massachusetts
$531K +$32.5K +107 +10%
CSA
2265
Cottage Street Advisors
Massachusetts
$531K -$18.2K -60 -5%
AWA
2266
AGH Wealth Advisors
Kansas
$531K +$74.7K +246 +25%
DTC
2267
Davidson Trust Company
Washington
$531K +$78.6K +259 +27%
AWM
2268
Atticus Wealth Management
Florida
$531K +$607 +2 +0.2%
EFG
2269
Elevated Financial Group
Indiana
$530K +$10.9K +36 +3%
LMFP
2270
Larry Mathis Financial Planning
Arizona
$529K -$121K -397 -25%
STA
2271
Smith Thornton Advisors
Alabama
$528K – – –
AAS
2272
Annex Advisory Services
Wisconsin
$526K +$28.2K +93 +8%
OFW
2273
Omnia Family Wealth
Florida
$526K – – –
WMA
2274
Wealth Management Associates
New Jersey
$525K -$52.8K -174 -13%
FFO
2275
Fortitude Family Office
Arizona
$525K +$58.3K +192 +19%
89 90
91
92 93