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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
KA
826
KLCM Advisors
Wisconsin
$202K +$184K +6,920 New
Cerity Partners
827
Cerity Partners
New York
$201K -$460K -17,330 -72%
EWM
828
Evercore Wealth Management
New York
$201K +$182K +6,870 New
AP
829
Advisors Preferred
Maryland
$201K +$183K +6,880 New
ARMT
830
Amica Retiree Medical Trust
Rhode Island
$198K – – –
RA
831
Rational Advisors
New York
$195K -$270K -10,160 -60%
NSIM
832
North Star Investment Management
Illinois
$190K – – –
MUS
833
Mitsubishi UFJ Securities
Japan
$187K – – –
SC
834
Steph & Co
Wisconsin
$185K +$168K +6,310 New
BAM
835
Bellevue Asset Management
Washington
$175K +$159K +6,000 New
AIS
836
Accurate Investment Solutions
Pennsylvania
$173K +$157K +5,920 New
AIM
837
AIA Investment Management
Singapore
$172K +$30.3K +1,140 +24%
CIA
838
CSat Investment Advisory
Michigan
$172K +$30.3K +1,140 +24%
TF
839
TimeScale Financial
Massachusetts
$161K – – –
APWM
840
Atlas Private Wealth Management
New York
$161K +$146K +5,500 New
VFA
841
Valeo Financial Advisors
Indiana
$155K -$86.6K -3,260 -38%
BFEC
842
Benjamin F. Edwards & Company
Missouri
$152K – – –
PWMG
843
Prestige Wealth Management Group
New Jersey
$147K -$67.2K -2,530 -33%
MCA
844
Mercer Capital Advisers
New Jersey
$146K -$66.4K -2,500 -33%
APC
845
Aspire Private Capital
North Carolina
$144K -$2.66K -100 -2%
JIR
846
James Investment Research
Ohio
$139K – – –
IUHSA
847
Itau Unibanco Holding S.A.
Brazil
$138K +$125K +4,710 New
SQA
848
Simon Quick Advisors
New Jersey
$132K -$3.45K -130 -3%
AF
849
Allworth Financial
California
$132K +$81.5K +3,070 +215%
JFA
850
Johanson Financial Advisors
California
$132K +$120K +4,510 New