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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
2301
Family Wealth Partners
North Carolina
$515K – – –
TPWM
2302
Twelve Points Wealth Management
Massachusetts
$513K +$44K +145 +14%
KCM
2303
Kornitzer Capital Management
Kansas
$513K +$360K +1,185 New
B
2304
BetterWealth
California
$513K +$3.04K +10 +0.9%
AW
2305
Alaethes Wealth
Nevada
$513K – – –
CPC
2306
CFC Planning Company
Indiana
$512K -$304 -1 -0.1%
WPW
2307
Waldron Private Wealth
Pennsylvania
$512K -$607 -2 -0.2%
TFA
2308
Toth Financial Advisory
Virginia
$511K – – –
VFA
2309
Voya Financial Advisors
Connecticut
$511K -$103K -340 -21%
FGWP
2310
Founders Grove Wealth Partners
Virginia
$510K +$22.8K +75 +7%
FAM
2311
Formidable Asset Management
Ohio
$510K +$911 +3 +0.1%
FFG
2312
First Financial Group
North Carolina
$508K +$2.13K +7 +0.6%
GGS
2313
Galvin Gaustad & Stein
Arizona
$504K +$32.2K +106 +10%
I
2314
INVST
Indiana
$504K -$9.41K -31 -3%
WCM
2315
Warburton Capital Management
Oklahoma
$503K +$7.59K +25 +2%
OFG
2316
Orcam Financial Group
California
$501K +$351K +1,157 New
SIM
2317
Seaview Investment Managers
Florida
$501K -$60.7K -200 -15%
SIM
2318
SSI Investment Management
California
$501K – – –
PC
2319
Promethos Capital
Massachusetts
$500K – – –
AMBIA
2320
Allen Mooney & Barnes Investment Advisors
Georgia
$499K – – –
IHL
2321
Investment House LLC
California
$499K – – –
B
2322
Barings
North Carolina
$497K +$30.4K +100 +10%
HR
2323
Howe & Rusling
New York
$496K +$23.1K +76 +7%
LF
2324
LifePlan Financial
Minnesota
$496K -$26.1K -86 -7%
AW
2325
Alteri Wealth
California
$496K +$2.73K +9 +0.8%
91 92
93
94 95