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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2301
Clifford Group
Massachusetts
$229K +$240K +1,073 New
CAM
2302
Councilmark Asset Management
Tennessee
$229K +$240K +1,072 New
TIA
2303
Tiemann Investment Advisors
California
$229K -$11.2K -50 -4%
HR
2304
Howe & Rusling
New York
$228K +$239K +1,069 New
SWGC
2305
Summit Wealth Group (Colorado)
Colorado
$228K +$239K +1,068 New
JFGLC
2306
Johnson Financial Group LLC (Colorado)
Colorado
$228K +$239K +1,067 New
GGS
2307
Galvin Gaustad & Stein
Arizona
$226K -$33.1K -148 -12%
MF
2308
Manchester Financial
California
$225K +$236K +1,054 New
SB
2309
Sunflower Bank
Texas
$225K +$235K +1,051 New
DIA
2310
Davidson Investment Advisors
Montana
$224K +$235K +1,050 New
FSAG
2311
Financial Solutions Advisory Group
Illinois
$224K +$235K +1,050 New
SWM
2312
SK Wealth Management
Rhode Island
$224K – – –
B
2313
Barings
North Carolina
$223K +$234K +1,046 New
SHFG
2314
S Harris Financial Group
Texas
$223K -$157K -701 -40%
TPWM
2315
Twelve Points Wealth Management
Massachusetts
$222K – – –
FWTB
2316
First Western Trust Bank
Colorado
$222K +$232K +1,038 New
JWA
2317
JFS Wealth Advisors
Pennsylvania
$221K -$4.7K -21 -2%
MM
2318
MQS Management
New York
$221K +$231K +1,035 New
SP
2319
Stablepoint Partners
Massachusetts
$221K +$231K +1,033 New
VCM
2320
Verde Capital Management
Michigan
$220K +$230K +1,029 New
MWM
2321
Mindset Wealth Management
Indiana
$219K +$230K +1,027 New
PFG
2322
PAX Financial Group
Texas
$219K +$229K +1,026 New
PCH
2323
PGIM Custom Harvest
New Jersey
$219K +$229K +1,024 New
RFA
2324
Reyes Financial Architecture
California
$219K -$101K -451 -31%
CAM
2325
Clark Asset Management
New Hampshire
$218K +$229K +1,022 New
91 92
93
94 95