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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
1676
Smallwood Wealth Investment Management
New Jersey
$26.2K +$28.4K +360 New
S
1677
Sachetta
Massachusetts
$25.8K +$1.26K +16 +5%
FP
1678
Financial Perspectives
Minnesota
$24.9K – – –
VWA
1679
VSM Wealth Advisory
Maryland
$24K – – –
JFA
1680
JNBA Financial Advisors
Minnesota
$21.8K – – –
MSWM
1681
Mowery & Schoenfeld Wealth Management
Illinois
$21.1K +$5.51K +70 +32%
HHGA
1682
Halbert Hargrove Global Advisors
California
$20.9K +$3.7K +47 +20%
TFM
1683
TFC Financial Management
Massachusetts
$20.8K +$472 +6 +2%
BI
1684
Binnacle Investments
Iowa
$20.4K +$22.1K +280 New
CHC
1685
City Holding Co
West Virginia
$20K +$9.84K +125 +83%
EPAM
1686
Evelyn Partners Asset Management
$19.6K – – –
TWD
1687
True Wealth Design
Ohio
$19.2K +$11.4K +145 +121%
PWMG
1688
Private Wealth Management Group
New Jersey
$19.2K -$1.65K -21 -7%
BG
1689
Bollard Group
Massachusetts
$19K +$79 +1 +0.4%
Optiver Holding
1690
Optiver Holding
Netherlands
$18.8K +$20.4K +259 New
PWMG
1691
Prestige Wealth Management Group
New Jersey
$18.2K – – –
WFA
1692
West Financial Advisors
Iowa
$18.2K – – –
NSIM
1693
North Star Investment Management
Illinois
$18.2K +$3.94K +50 +25%
MAFA
1694
MJT & Associates Financial Advisory
Minnesota
$18.2K +$19.7K +250 New
NEWAS
1695
N.E.W. Advisory Services
Wisconsin
$18.2K +$19.7K +250 New
AP
1696
Aspect Partners
Virginia
$17.4K -$79 -1 -0.4%
GWSA
1697
Global Wealth Strategies & Associates
Colorado
$16.7K +$4.72K +60 +35%
OAJ
1698
Ogorek Anthony Joseph
New York
$16K +$17.5K +222 New
B
1699
Birchbrook
Maine
$15.2K +$79 +1 +0.5%
W
1700
WealthCollab
Washington
$15.2K +$5.43K +69 +49%