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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
2401
Tiemann Investment Advisors
California
$442K -$15.2K -50 -5%
EP
2402
Essential Planning
New Hampshire
$442K – – –
JWA
2403
JFS Wealth Advisors
Pennsylvania
$442K -$4.86K -16 -2%
DCA
2404
DB&C Advisors
Michigan
$441K +$304 +1 +0.1%
PWA
2405
Physician Wealth Advisors
Utah
$439K +$22.5K +74 +8%
SIA
2406
Schear Investment Advisers
Ohio
$438K – – –
CWM
2407
Cherrydale Wealth Management
New Jersey
$437K -$1.52K -5 -0.5%
AA
2408
Armis Advisers
Georgia
$437K +$14.3K +47 +4%
MWA
2409
Madson Wealth Advisors
California
$437K – – –
BM
2410
Berman McAleer
Maryland
$437K +$17.6K +58 +6%
BW
2411
Blalock Williams
Alabama
$436K +$306K +1,007 New
MWM
2412
Mosley Wealth Management
California
$434K -$626K -2,062 -67%
PFM
2413
Phillips Financial Management
Indiana
$434K +$6.68K +22 +2%
GWM
2414
Greenline Wealth Management
Florida
$434K +$13.4K +44 +5%
SEP
2415
Signature Equity Partners
Ohio
$433K -$207K -683 -41%
CWMG
2416
Compass Wealth Management (Georgia)
Georgia
$433K – – –
KI
2417
KTF Investments
California
$433K – – –
VFIC
2418
Valley Forge Investment Consultants
Pennsylvania
$433K – – –
WAM
2419
Wilsey Asset Management
California
$433K – – –
SIS
2420
Strategic Investment Solutions
Illinois
$432K +$303K +998 New
BHWM
2421
Bay Harbor Wealth Management
Maryland
$432K +$20.9K +69 +7%
SWM
2422
Selective Wealth Management
Virginia
$430K +$13.4K +44 +3%
EWS
2423
Evergreen Wealth Solutions
Pennsylvania
$429K +$386K +1,272 New
BHC
2424
Bowen Hanes & Co
Florida
$427K – – –
CFG
2425
CMC Financial Group
Georgia
$426K +$299K +984 New
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97
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