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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
801
L2 Asset Management
Massachusetts
$1.3M +$1.36M +17,935 New
AWA
802
Alta Wealth Advisors
Massachusetts
$1.29M -$1.52K -20 -0.1%
MA
803
Montag & Associates
Georgia
$1.29M +$21.8K +288 +2%
MAM
804
MWA Asset Management
Massachusetts
$1.29M +$57.7K +761 +4%
TAM
805
Tealwood Asset Management
Minnesota
$1.28M +$4.7K +62 +0.3%
CWM
806
Circle Wealth Management
New Jersey
$1.28M -$177K -2,333 -12%
CWP
807
Concord Wealth Partners
Virginia
$1.28M +$366K +4,828 +37%
BIA
808
Benchmark Investment Advisors
Illinois
$1.28M -$1.16M -15,254 -46%
MCP
809
Mirador Capital Partners
California
$1.28M +$1.34M +17,702 New
TWM
810
Tradition Wealth Management
Minnesota
$1.28M -$136K -1,796 -9%
CSIC
811
Clifford Swan Investment Counsel
California
$1.26M +$15.2K +200 +1%
SDH
812
Sloy Dahl & Holst
Washington
$1.26M – – –
FRM
813
Fox Run Management
Connecticut
$1.26M -$265K -3,492 -17%
WANY
814
Wealthspire Advisors (New York)
New York
$1.25M +$99K +1,305 +8%
AR
815
Advisory Research
Illinois
$1.25M -$16.6K -219 -1%
NERM
816
New England Research & Management
Illinois
$1.25M -$94.8K -1,250 -7%
IFG
817
Independent Financial Group
California
$1.25M -$146K -1,928 -10%
WI
818
WBI Investments
New Jersey
$1.24M +$1.3M +17,204 New
PIM
819
Platinum Investment Management
Australia
$1.23M -$771K -10,164 -37%
IWA
820
IBEX Wealth Advisors
New Jersey
$1.23M +$1.29M +17,008 New
CIC
821
Cornercap Investment Counsel
Georgia
$1.22M -$62.6K -826 -5%
MC
822
Middleton & Co
Massachusetts
$1.22M -$37.8K -499 -3%
PF
823
Phoenix Financial
Israel
$1.22M +$1.01M +13,283 +367%
LSAG
824
Lake Street Advisors Group
New Hampshire
$1.22M +$73K +963 +6%
FIC
825
FCG Investment Company
Tennessee
$1.22M +$42.7K +563 +3%
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