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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2276
Tanager Wealth Management
United Kingdom
$534K +$43.7K +144 +13%
PCM
2277
Permanent Capital Management
Illinois
$532K +$59.8K +197 +19%
MW
2278
Marrick Wealth
California
$532K +$2.73K +9 +0.7%
AFG
2279
Allegheny Financial Group
Pennsylvania
$532K – – –
IAG
2280
Investment Advisory Group
Massachusetts
$531K +$32.5K +107 +10%
CSA
2281
Cottage Street Advisors
Massachusetts
$531K -$18.2K -60 -5%
AWA
2282
AGH Wealth Advisors
Kansas
$531K +$74.7K +246 +25%
DTC
2283
Davidson Trust Company
Washington
$531K +$78.6K +259 +27%
AWM
2284
Atticus Wealth Management
Florida
$531K +$607 +2 +0.2%
EFG
2285
Elevated Financial Group
Indiana
$530K +$10.9K +36 +3%
LMFP
2286
Larry Mathis Financial Planning
Arizona
$529K -$121K -397 -25%
STA
2287
Smith Thornton Advisors
Alabama
$528K – – –
AAS
2288
Annex Advisory Services
Wisconsin
$526K +$28.2K +93 +8%
OFW
2289
Omnia Family Wealth
Florida
$526K – – –
WMA
2290
Wealth Management Associates
New Jersey
$525K -$52.8K -174 -13%
FFO
2291
Fortitude Family Office
Arizona
$525K +$58.3K +192 +19%
IIC
2292
Integrated Investment Consultants
Michigan
$524K -$58.3K -192 -14%
ACM
2293
Aspen Capital Management
Idaho
$524K – – –
AGC
2294
Aspen Grove Capital
Colorado
$524K +$11.2K +37 +3%
AM
2295
Atwater Malick
Pennsylvania
$523K +$367K +1,208 New
BWM
2296
Birchcreek Wealth Management
Ohio
$520K – – –
MFS
2297
McNamara Financial Services
Massachusetts
$520K – – –
CFSG
2298
Community Financial Services Group
Vermont
$518K -$19.7K -65 -5%
SFG
2299
Synergy Financial Group
California
$516K +$4.86K +16 +1%
GWM
2300
Greenwich Wealth Management
Connecticut
$515K -$10.6K -35 -3%
90 91
92
93 94