We are live on ! Find out more
LRCX icon

Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1976
SeaBridge Investment Advisors
New Jersey
$254K -$49K -315 -18%
BZWA
1977
Blue Zone Wealth Advisors
California
$253K +$230K +1,480 New
SAM
1978
Simplify Asset Management
Nevada
$253K +$230K +1,478 New
LI
1979
LRI Investments
Florida
$252K -$49.9K -321 -18%
RFA
1980
Reyes Financial Architecture
California
$252K -$371K -2,384 -62%
SWM
1981
SK Wealth Management
Rhode Island
$252K +$158K +1,016 New
BFWA
1982
Benchmark Financial Wealth Advisors
Florida
$252K +$229K +1,471 New
IPW
1983
Impact Partnership Wealth
Georgia
$252K -$1.58M -10,135 -87%
AFGAS
1984
Allegiance Financial Group Advisory Services
Virginia
$252K +$229K +1,470 New
FAG
1985
Fortitude Advisory Group
Washington
$252K +$229K +1,470 New
CIA
1986
Cape Investment Advisory
Georgia
$252K +$233K +1,495 +9,967%
AL
1987
Aspiriant LLC
California
$251K +$228K +1,467 New
SFG
1988
Strive Financial Group
Indiana
$251K +$228K +1,466 New
NICM
1989
Neo Ivy Capital Management
New York
$250K -$1.87M -12,047 -89%
ET
1990
Equitable Trust
Tennessee
$250K +$228K +1,463 New
PWM
1991
Prosperity Wealth Management
California
$250K +$227K +1,460 New
TWP
1992
Tyche Wealth Partners
Texas
$250K +$227K +1,460 New
RCM
1993
RB Capital Management
Nevada
$250K -$15.6K -100 -6%
WWC
1994
Waypoint Wealth Counsel
Georgia
$249K +$227K +1,457 New
NB
1995
NBT Bank
New York
$248K +$5.75K +37 +13%
PCP
1996
Panoramic Capital Partners
Oregon
$248K +$226K +1,450 New
DWM
1997
Ducere Wealth Management
California
$248K +$225K +1,449 New
GWM
1998
Greenwich Wealth Management
Connecticut
$248K -$49K -315 -18%
OWM
1999
Omnitrust Wealth Management
Florida
$247K +$225K +1,444 New
EFG
2000
Ethos Financial Group
Pennsylvania
$247K +$224K +1,441 New