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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
851
Csenge Advisory Group
Florida
$465K -$91.7K -2,180 -18%
MAM
852
Meeder Asset Management
Ohio
$463K -$4.08M -97,020 -91%
DWM
853
Defined Wealth Management
Oregon
$463K +$412K +9,800 New
FC
854
Forte Capital
New York
$459K -$37K -880 -8%
TMAM
855
Tokio Marine Asset Management
Japan
$456K +$43.8K +1,040 +12%
CCA
856
Childress Capital Advisors
Texas
$455K +$405K +9,630 New
TAM
857
Trust Asset Management
Texas
$450K +$89.6K +2,130 +29%
TNB
858
Thomasville National Bank
Georgia
$449K – – –
KFS
859
Kaizen Financial Strategies
California
$447K +$398K +9,460 New
GT
860
Glenview Trust
Kentucky
$444K – – –
SWA
861
SOA Wealth Advisors
New York
$441K +$348K +8,280 New
SFM
862
Systematic Financial Management
New Jersey
$439K – – –
SWM
863
Segment Wealth Management
Texas
$432K – – –
TI
864
Tidal Investments
Wisconsin
$432K +$71.9K +1,710 +23%
ACM
865
Allred Capital Management
Texas
$428K -$9.68K -230 -2%
FA
866
Financial Advisors
Massachusetts
$425K -$189K -4,500 -33%
MG
867
Mather Group
Illinois
$422K +$376K +8,940 New
CFG
868
Cooper Financial Group
California
$421K +$7.57K +180 +2%
LFASL
869
Lugano Financial Advisors SA (LFA)
Switzerland
$414K – – –
MWC
870
MBM Wealth Consultants
Missouri
$413K -$162K -3,850 -31%
CRCM
871
Corbett Road Capital Management
Virginia
$413K -$37K -880 -9%
KTC
872
Kistler-Tiffany Companies
Pennsylvania
$413K +$24K +570 +7%
EWM
873
Empirical Wealth Management
Washington
$409K +$9.26K +220 +3%
LNC
874
Lincoln National Corp
Pennsylvania
$407K +$89.2K +2,120 +33%
SGI
875
Summit Global Investments
Utah
$407K +$363K +8,620 New