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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
EFS
1301
Essex Financial Services
Connecticut
$394K -$47K -490 -9%
AA
1302
AlphaMark Advisors
Kentucky
$394K +$19.2K +200 +6%
FP
1303
Foundry Partners
Minnesota
$394K
ZF
1304
Zhang Financial
Michigan
$391K -$4.79K -50 -1%
HCP
1305
Hexagon Capital Partners
Arkansas
$387K
CC
1306
Callan Capital
California
$385K +$26.9K +280 +8%
PFG
1307
Prosperity Financial Group
California
$384K +$38.4K +400 +12%
FOA
1308
Five Oceans Advisors
California
$383K -$2.88K -30 -0.8%
SMA
1309
Seven Mile Advisory
New Jersey
$383K +$10.6K +110 +3%
PAG
1310
Private Advisory Group
Washington
$382K -$619K -6,450 -64%
RAM
1311
Ramirez Asset Management
New York
$381K -$94K -980 -21%
OPPS
1312
Obsidian Personal Planning Solutions
Maryland
$381K
PCA
1313
Pallas Capital Advisors
Massachusetts
$380K +$383K +3,990 New
WAM
1314
Walker Asset Management
Missouri
$380K +$959 +10 +0.3%
FHA
1315
First Horizon Advisors
Tennessee
$378K +$12.5K +130 +4%
CWA
1316
Consilium Wealth Advisory
Texas
$377K
IAP
1317
Indie Asset Partners
Indiana
$374K -$26.9K -280 -7%
CBA
1318
Coastal Bridge Advisors
Connecticut
$370K
AA
1319
Ancora Advisors
Ohio
$369K -$15.3K -160 -4%
CFA
1320
Capstone Financial Advisors
Illinois
$369K +$333K +3,470 New
KA
1321
Kozak & Associates
Colorado
$368K
ISWM
1322
Independent Solutions Wealth Management
New York
$367K -$11.5K -120 -3%
VV
1323
Verity & Verity
South Carolina
$367K
RFG
1324
Range Financial Group
Oregon
$367K +$26.9K +280 +9%
FL
1325
Fort LP
Maryland
$365K -$19.2K -200 -6%