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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1901
OneAscent Investment Solutions
Alabama
$291K -$628K -4,036 -70%
SEP
1902
Signature Equity Partners
Ohio
$290K +$264K +1,696 New
CAAS
1903
Capital Asset Advisory Services
Michigan
$290K +$218K +1,400 New
AFWM
1904
Arta Finance Wealth Management
California
$290K +$263K +1,693 New
WRPWM
1905
Werba Rubin Papier Wealth Management
California
$289K +$263K +1,691 New
TM
1906
Torren Management
California
$289K +$263K +1,690 New
NSAM
1907
North Star Asset Management
Wisconsin
$289K – – –
IDA
1908
Intelligence Driven Advisers
California
$288K -$10.3K -66 -4%
TCM
1909
Teza Capital Management
Illinois
$288K -$258K -1,662 -50%
WA
1910
Winter & Associates
Minnesota
$288K +$262K +1,683 New
CMP
1911
Coston McIsaac & Partners
Maine
$287K – – –
GKIM
1912
GW&K Investment Management
Massachusetts
$287K +$1.24K +8 +0.5%
IP
1913
Indivisible Partners
Florida
$287K +$261K +1,677 New
JF
1914
JSF Financial
California
$286K – – –
SWM
1915
Selective Wealth Management
Virginia
$286K -$52.1K -335 -20%
ACM
1916
Absolute Capital Management
Pennsylvania
$285K +$259K +1,664 New
GCC
1917
Guardian Capital (Canada)
Ontario, Canada
$284K +$258K +1,659 New
CPW
1918
Catalyst Private Wealth
California
$284K +$10.4K +67 +4%
RL
1919
Retireful LLC
Michigan
$283K +$254K +1,630 New
RMC
1920
Ring Mountain Capital
California
$282K +$196K +1,263 New
RWA
1921
Roberts Wealth Advisors
California
$282K +$3.89K +25 +2%
CT
1922
Colonial Trust
South Carolina
$281K +$21.3K +137 +9%
GC
1923
Globeflex Capital
California
$280K – – –
FA
1924
Faithward Advisors
Pennsylvania
$280K +$254K +1,633 New
FCM
1925
Family Capital Management
Michigan
$279K +$254K +1,631 New