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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
1851
Signature Wealth Management Group
Georgia
$324K – – –
FCAS
1852
First Command Advisory Services
Texas
$324K +$23.3K +150 +9%
MFIM
1853
Mesirow Financial Investment Management
Illinois
$323K -$39.8K -256 -12%
BCM
1854
Barometer Capital Management
Ontario, Canada
$322K -$4.89M -31,410 -89%
GWWM
1855
Great Waters Wealth Management
Minnesota
$322K – – –
OFW
1856
Omnia Family Wealth
Florida
$322K – – –
LGA
1857
Lebenthal Global Advisors
New York
$319K +$290K +1,865 New
OAS
1858
Optivise Advisory Services
Tennessee
$319K +$34.4K +221 +13%
ACM
1859
Avalon Capital Management
California
$319K – – –
VWA
1860
Visionary Wealth Advisors
Illinois
$318K +$289K +1,857 New
LA
1861
Latitude Advisors
Florida
$317K -$35.8K -230 -11%
SI
1862
Stirlingshire Investments
New York
$315K +$286K +1,839 New
CAG
1863
Csenge Advisory Group
Florida
$315K +$37.8K +243 +15%
RPGK
1864
Retirement Planning Group (Kansas)
Kansas
$314K +$7.93K +51 +3%
CWS
1865
Cypress Wealth Services
California
$313K -$2.96K -19 -1%
CA
1866
Cornerstone Advisory
Maryland
$313K +$9.95K +64 +4%
SHA
1867
Seneca House Advisors
Virginia
$313K +$3.58K +23 +1%
SFG
1868
Sovereign Financial Group
Connecticut
$312K +$283K +1,822 New
CWA
1869
Centennial Wealth Advisory
Michigan
$312K +$48.4K +311 +21%
G
1870
GenTrust
Florida
$312K +$30.2K +194 +12%
PWP
1871
Private Wealth Partners
California
$312K +$20.2K +130 +8%
NWM
1872
Nolet Wealth Management
Texas
$311K +$282K +1,816 New
GCM
1873
Gallacher Capital Management
Colorado
$310K +$3.11K +20 +1%
BFG
1874
Bouchey Financial Group
New York
$310K +$282K +1,810 New
FAM
1875
Formidable Asset Management
Ohio
$309K – – –