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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
TF
701
Tompkins Financial
New York
$61K -$29.5K -1,730 -30%
PVH
702
Psagot Value Holdings
Israel
$61K
KA
703
Kaizen Advisory
Illinois
$59K
BFEC
704
Benjamin F. Edwards & Company
Missouri
$59K +$25.6K +1,500 +63%
BCM
705
Blume Capital Management
California
$55K
WWMSC
706
Wagner Wealth Management (South Carolina)
South Carolina
$53K -$146K -8,550 -71%
GWM
707
Geneos Wealth Management
Colorado
$53K +$12K +700 +25%
TCOV
708
Trust Company of Vermont
Vermont
$50K -$23.1K -1,350 -29%
RWA
709
Ropes Wealth Advisors
Massachusetts
$49K
HSA
710
Hussman Strategic Advisors
Maryland
$46K
RFA
711
Reilly Financial Advisors
California
$46K
WCM
712
Whitener Capital Management
North Carolina
$45K +$51.2K +3,000 New
Carson Wealth (CWM LLC)
713
Carson Wealth (CWM LLC)
Nebraska
$40K +$27.8K +1,630 +163%
MWPCG
714
Measured Wealth Private Client Group
New Hampshire
$38K +$42.7K +2,500 New
ICM
715
IMS Capital Management
Oregon
$38K +$43.2K +2,530 New
PFBT
716
Parkside Financial Bank & Trust
Missouri
$37K -$23.2K -1,360 -36%
BWA
717
BDO Wealth Advisors
Florida
$37K
JCM
718
Jacobi Capital Management
Pennsylvania
$37K +$34.5K +2,020 +449%
JA
719
JOYN Advisors
Georgia
$36K -$8.88K -520 -18%
LFA
720
Legacy Financial Advisors
Kentucky
$35K -$14K -820 -26%
BWP
721
Baldwin Wealth Partners
Massachusetts
$35K
CAG
722
Csenge Advisory Group
Florida
$35K +$42K +2,460 New
SWP
723
Strategic Wealth Partners
Ohio
$34K -$1.71K -100 -4%
FANJ
724
Financial Architects (New Jersey)
New Jersey
$33K -$41K -2,400 -52%
AWM
725
AllSquare Wealth Management
New York
$32K +$7.34K +430 +25%