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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1051
Cerity Partners
New York
$295K -$40.4K -640 -12%
RIA
1052
Realta Investment Advisors
Delaware
$293K +$285K +4,510 New
CCA
1053
Childress Capital Advisors
Texas
$292K -$435K -6,890 -61%
BO
1054
BRR OpCo
Ohio
$292K
NNP
1055
Nachman Norwood & Parrott
South Carolina
$292K +$631 +10 +0.2%
KFGK
1056
Keystone Financial Group (Kentucky)
Kentucky
$292K +$12.6K +200 +5%
EN1L
1057
Engine No 1 LLC
California
$290K +$282K +4,460 New
PCS
1058
Personal CFO Solutions
New Jersey
$289K +$280K +4,440 New
IIM
1059
Ipswich Investment Management
Massachusetts
$285K +$631 +10 +0.2%
GPA
1060
Guidance Point Advisors
Massachusetts
$282K
DHFB
1061
Dixon Hubard Feinour & Brown
Virginia
$280K -$808K -12,800 -75%
BFEC
1062
Benjamin F. Edwards & Company
Missouri
$280K -$1.89K -30 -0.7%
ICG
1063
InterOcean Capital Group
Tennessee
$279K +$271K +4,290 New
MCM
1064
Manchester Capital Management
Vermont
$278K -$30.3K -480 -10%
DMBA
1065
Deseret Mutual Benefit Administrators
Utah
$278K +$270K +4,280 New
MAM
1066
McLean Asset Management
Virginia
$277K +$5.05K +80 +2%
BBNA
1067
Bremer Bank National Association
Minnesota
$277K +$37.2K +590 +16%
TCM
1068
Tanaka Capital Management
New York
$273K
SG
1069
StoneX Group
New York
$273K +$25.9K +410 +11%
SF
1070
Symphony Financial
Texas
$272K -$237K -3,750 -47%
AWM
1071
Affinity Wealth Management
Delaware
$272K
SB
1072
Strategic Blueprint
Georgia
$271K +$263K +4,170 New
MFS
1073
Mirabella Financial Services
United Kingdom
$269K -$599K -9,490 -70%
AP
1074
Appleton Partners
Massachusetts
$269K -$22.7K -360 -8%
PGWM
1075
Parisi Gray Wealth Management
New Jersey
$267K