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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
MLL
926
Moody Lynn & Lieberson
Massachusetts
$300K – – –
SC
927
Savant Capital
Illinois
$300K +$268K +6,360 New
TCOV
928
Trust Company of Vermont
Vermont
$297K +$4.21K +100 +2%
DAS
929
Dynamic Advisor Solutions
Arizona
$297K +$265K +6,290 New
MIH
930
Meitav Investment House
Israel
$294K +$262K +6,220 New
AWM
931
Avior Wealth Management
Nebraska
$292K -$65.2K -1,550 -20%
AG
932
AIA Group
Hong Kong
$292K +$244K +5,790 New
PIM
933
Perpetual Investment Management
Australia
$291K +$252K +6,000 New
TCM
934
Tuttle Capital Management
Connecticut
$290K +$259K +6,150 New
IAIM
935
International Assets Investment Management
Florida
$289K +$257K +6,110 New
HSA
936
HBK Sorce Advisory
Pennsylvania
$286K +$255K +6,060 New
PGFC
937
Peapack-Gladstone Financial Corp
New Jersey
$285K +$254K +6,030 New
KF
938
Krilogy Financial
Missouri
$283K -$21K -500 -8%
RDWM
939
Red Door Wealth Management
Tennessee
$282K -$52.2K -1,240 -17%
KCM
940
Kendall Capital Management
Maryland
$280K -$27.3K -650 -10%
AO
941
Advisor OS
Illinois
$280K +$249K +5,930 New
SWA
942
Sax Wealth Advisors
New Jersey
$280K +$249K +5,930 New
BAM
943
Bellevue Asset Management
Washington
$279K – – –
NB
944
Nicolet Bankshares
Wisconsin
$278K -$8.41K -200 -3%
ICP
945
Interchange Capital Partners
Pennsylvania
$278K +$248K +5,900 New
FAT
946
First American Trust
California
$276K -$63.5K -1,510 -21%
UIA
947
UBP Investment Advisors
Switzerland
$275K +$245K +5,820 New
BTWM
948
Baker Tilly Wealth Management
Wisconsin
$274K +$244K +5,810 New
CJA
949
C-J Advisory
California
$274K +$245K +5,820 New
Verition Fund Management
950
Verition Fund Management
Connecticut
$273K -$1.41M -33,410 -85%