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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
2476
MPWM Advisory Solutions
Georgia
$74.8K – – –
DCM
2477
Dorato Capital Management
Colorado
$73.9K – – –
FP
2478
Financial Perspectives
Minnesota
$73.3K – – –
JWM
2479
JPL Wealth Management
Colorado
$72.4K +$75.8K +339 New
NSIM
2480
North Star Investment Management
Illinois
$71.1K -$224 -1 -0.3%
BHWM
2481
Beaird Harris Wealth Management
Texas
$70.5K – – –
RWS
2482
Retirement Wealth Solutions
Wisconsin
$69.7K -$3.35K -15 -4%
BW
2483
Basepoint Wealth
Iowa
$69.5K +$224 +1 +0.3%
FA
2484
Fountainhead AM
New Jersey
$67.3K +$70.4K +315 New
W
2485
WealthCollab
Washington
$66.9K +$15.7K +70 +29%
VR
2486
Vision Retirement
New Jersey
$66.7K – – –
TWM
2487
Tripletail Wealth Management
Florida
$65.5K – – –
DWA
2488
Delos Wealth Advisors
Texas
$65.2K – – –
DJSG
2489
D.J. St. Germain
Massachusetts
$64.5K – – –
FDW
2490
Fourth Dimension Wealth
Ohio
$64.1K – – –
TCM
2491
Triumph Capital Management
Colorado
$62.9K +$11K +49 +20%
KG
2492
Kilter Group
New York
$61.3K +$894 +4 +1%
TFM
2493
TFC Financial Management
Massachusetts
$60.5K -$447 -2 -0.7%
PTFIS
2494
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$59.4K +$62.2K +278 New
JFA
2495
JNBA Financial Advisors
Minnesota
$59.2K -$5.14K -23 -8%
WA
2496
WPG Advisers
Maryland
$59K +$4.47K +20 +8%
BC
2497
Barrett & Company
Rhode Island
$57.9K +$1.79K +8 +3%
AP
2498
Aspect Partners
Virginia
$57.7K +$1.12K +5 +2%
CT
2499
Clearstead Trust
Maine
$56.8K +$1.12K +5 +2%
PWMA
2500
Pension & Wealth Management Advisors
Massachusetts
$56.1K -$47.4K -212 -45%