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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1926
Cranbrook Wealth Management
Michigan
$73.6K – – –
WAM
1927
WFA Asset Management
Wisconsin
$71.2K – – –
CPG
1928
Cornerstone Planning Group
New Jersey
$71.1K -$2.12K -20 -4%
TCM
1929
Tradewinds Capital Management
Washington
$71K +$3.18K +30 +6%
PWMA
1930
Pension & Wealth Management Advisors
Massachusetts
$70.6K – – –
CHC
1931
City Holding Co
West Virginia
$70.4K +$2.75K +26 +5%
RF
1932
Robbins Farley
New Hampshire
$70K +$55.4K +523 New
RF
1933
Roxbury Financial
New Jersey
$69.6K +$106 +1 +0.2%
EWM
1934
Evolution Wealth Management
Florida
$69.2K -$10.6K -100 -16%
PWA
1935
Physician Wealth Advisors
Utah
$69K +$48.7K +460 +836%
AW
1936
Avion Wealth
Texas
$68K +$41.1K +388 +306%
SAM
1937
Strive Asset Management
Ohio
$67.6K +$53.5K +505 New
SC
1938
Solstein Capital
California
$67K -$9.53K -90 -15%
1NWS
1939
1 North Wealth Services
Maryland
$67K – – –
KFI
1940
Key Financial Inc
Pennsylvania
$65.7K – – –
PAM
1941
Palisade Asset Management
Minnesota
$65.3K +$51.7K +488 New
MNA
1942
Manning & Napier Advisors
New York
$64.3K +$50.8K +480 New
BIA
1943
Bell Investment Advisors
California
$63.5K -$1.59K -15 -3%
BHWM
1944
Beaird Harris Wealth Management
Texas
$63.3K +$3.71K +35 +8%
CWM
1945
Cedar Wealth Management
California
$62.9K – – –
SC
1946
Steph & Co
Wisconsin
$62.9K +$49.8K +470 New
FMTCOCP
1947
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$62K – – –
RF
1948
Rossby Financial
Florida
$61.8K -$6.88K -65 -13%
VWA
1949
Valued Wealth Advisors
Utah
$61.1K +$2.22K +21 +5%
SC
1950
SouthState Corp
Florida
$60.5K -$103K -971 -68%
76 77
78
79 80