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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
NWA
2201
New World Advisors
Massachusetts
$582K +$34.9K +115 +9%
PRP
2202
Peak Retirement Planning
Ohio
$581K +$407K +1,342 New
PCH
2203
PGIM Custom Harvest
New Jersey
$581K +$96.2K +317 +31%
RW
2204
RVW Wealth
California
$581K
PWW
2205
Pettyjohn Wood & White
Virginia
$580K +$24K +79 +6%
SMA
2206
Sage Mountain Advisors
Georgia
$577K +$405K +1,333 New
SPF
2207
South Plains Financial
Texas
$576K +$174K +572 +75%
AA
2208
Argent Advisors
Louisiana
$576K
CPW
2209
Cogent Private Wealth
Florida
$575K +$15.5K +51 +4%
WE
2210
Wealth Effects
Massachusetts
$574K
SSCA
2211
South Shore Capital Advisors
Massachusetts
$573K -$2.73K -9 -0.7%
NHC
2212
Nicholas Hoffman & Company
Georgia
$572K -$258K -850 -39%
TWM
2213
TRB Wealth Management
Texas
$572K +$61.3K +202 +18%
SPI
2214
Sutton Place Investors
New York
$572K +$7.89K +26 +2%
GSC
2215
Ground Swell Capital
South Carolina
$569K +$398K +1,312 New
PW
2216
PUREfi Wealth
Massachusetts
$567K +$397K +1,309 New
AV
2217
Alamea Verwaltungs
New Jersey
$567K +$397K +1,308 New
CWP
2218
Curated Wealth Partners
California
$567K +$89.9K +296 +29%
HFS
2219
Howard Financial Services
Texas
$567K
EARNEST Partners
2220
EARNEST Partners
Georgia
$565K +$25.8K +85 +7%
IAS
2221
Integrity Advisory Solutions
Texas
$565K +$40.1K +132 +11%
USB
2222
Union Savings Bank
Connecticut
$564K
CCA
2223
Carrera Capital Advisors
Michigan
$563K +$61K +201 +18%
IP
2224
Isthmus Partners
Wisconsin
$563K -$30.4K -100 -7%
Cohen & Steers
2225
Cohen & Steers
New York
$563K +$395K +1,300 New