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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2226
Financial Perspectives
Minnesota
$58.7K – – –
RWS
2227
Retirement Wealth Solutions
Wisconsin
$58.4K – – –
CJ
2228
Caitlin John
Michigan
$57.4K -$156 -1 -0.3%
NSIM
2229
North Star Investment Management
Illinois
$57.2K +$12K +77 +30%
VWA
2230
VSM Wealth Advisory
Maryland
$56.5K – – –
BHWM
2231
Beaird Harris Wealth Management
Texas
$56.5K -$22.2K -143 -30%
JSAM
2232
J. Safra Asset Management
New York
$55.6K +$50.5K +325 New
BW
2233
Basepoint Wealth
Iowa
$55.6K +$50.4K +324 New
AI
2234
AXS Investments
New York
$55.1K +$50.1K +322 New
PWMG
2235
Prestige Wealth Management Group
New Jersey
$55K +$11K +71 +28%
VR
2236
Vision Retirement
New Jersey
$53.4K +$48.5K +312 New
DWA
2237
Delos Wealth Advisors
Texas
$52.2K – – –
DJSG
2238
D.J. St. Germain
Massachusetts
$51.7K +$21.2K +136 +82%
FDW
2239
Fourth Dimension Wealth
Ohio
$51.4K -$15.6K -100 -25%
JFA
2240
JNBA Financial Advisors
Minnesota
$51.4K – – –
TWM
2241
Tripletail Wealth Management
Florida
$51.4K – – –
LAS
2242
Lloyd Advisory Services
Georgia
$49.8K +$45.3K +291 New
MSWM
2243
Mowery & Schoenfeld Wealth Management
Illinois
$49K +$14.5K +93 +48%
TFM
2244
TFC Financial Management
Massachusetts
$48.8K +$778 +5 +2%
KG
2245
Kilter Group
New York
$48.4K +$5.75K +37 +15%
WBC
2246
West Branch Capital
Massachusetts
$46.6K +$40.7K +262 +2,620%
HHMI
2247
Howard Hughes Medical Institute
Maryland
$46.2K -$311 -2 -0.7%
ECA
2248
Elevated Capital Advisors
Utah
$46.2K +$42K +270 New
AP
2249
Aspect Partners
Virginia
$45.4K +$2.02K +13 +5%
BC
2250
Barrett & Company
Rhode Island
$44.9K +$156 +1 +0.4%
88 89
90
91 92