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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1276
OneAscent Financial Services
Alabama
$781K -$2.22K -21 -0.4%
V
1277
VeraBank
Texas
$781K
KFS
1278
Kaizen Financial Strategies
California
$778K +$2.44K +23 +0.5%
WPW
1279
Watershed Private Wealth
Illinois
$777K -$4.02K -38 -0.7%
KOCAA
1280
Knights of Columbus Asset Advisors
Connecticut
$773K +$611K +5,775 New
IIC
1281
Ironwood Investment Counsel
Arizona
$773K +$15.2K +144 +3%
CPW
1282
Cove Private Wealth
New York
$771K
AWE
1283
Avidian Wealth Enterprises
Texas
$771K +$1.48K +14 +0.2%
BAM
1284
BOS Asset Management
Illinois
$770K
ARMT
1285
Amica Retiree Medical Trust
Rhode Island
$769K -$109K -1,031 -15%
OIS
1286
OneAscent Investment Solutions
Alabama
$768K +$20.2K +191 +3%
AWM
1287
Ariadne Wealth Management
California
$764K +$68.3K +645 +15%
KFS
1288
Keynote Financial Services
Connecticut
$764K -$1.06K -10 -0.2%
AGWCA
1289
Annis Gardner Whiting Capital Advisors
Florida
$763K -$221K -2,090 -27%
QWP
1290
Quotient Wealth Partners
Texas
$763K +$27.5K +260 +5%
IMC
1291
Investment Management Corporation
Virginia
$762K +$14.2K +134 +2%
DC
1292
DeDora Capital
California
$761K -$6.14K -58 -1%
CPW
1293
Crestmont Private Wealth
Texas
$759K +$65.9K +622 +12%
RWP
1294
Ridgeline Wealth Planning
Ohio
$752K -$91.4K -863 -13%
FCMC
1295
Founders Capital Management (Connecticut)
Connecticut
$751K
MAM
1296
McLean Asset Management
Virginia
$751K +$4.45K +42 +0.8%
LA
1297
Legacy Advisors
Pennsylvania
$743K +$587K +5,540 New
HSA
1298
HBK Sorce Advisory
Pennsylvania
$742K +$424 +4 +0.1%
KW
1299
Keyvantage Wealth
Pennsylvania
$740K -$46.1K -435 -7%
GWANC
1300
Guardian Wealth Advisors (North Carolina)
North Carolina
$738K -$1.06K -10 -0.2%