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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
OWP
2401
ORG Wealth Partners
Texas
$190K +$169K +756 +573%
SAM
2402
S.A. Mason
Michigan
$189K +$8.72K +39 +5%
DIP
2403
DT Investment Partners
Pennsylvania
$184K – – –
HIW
2404
Holos Integrated Wealth
Pennsylvania
$184K +$2.01K +9 +1%
ECA
2405
Elevated Capital Advisors
Utah
$172K +$119K +533 +197%
AEPWM
2406
Atlantic Edge Private Wealth Management
Florida
$171K – – –
RTC
2407
Riverview Trust Company
Washington
$171K – – –
OCM
2408
Osterweis Capital Management
California
$170K – – –
FFA
2409
Frazier Financial Advisors
Ohio
$165K +$159K +712 +1,187%
SPF
2410
South Plains Financial
Texas
$162K +$13.4K +60 +9%
PCTC
2411
Perkins Coie Trust Company
Washington
$160K – – –
GJIA
2412
Glass Jacobson Investment Advisors
Maryland
$160K +$167K +749 New
WTA
2413
Washington Trust Advisors
Massachusetts
$159K +$20.8K +93 +14%
SAS
2414
Stelac Advisory Services
New York
$158K -$25.3K -113 -13%
HWA
2415
Heritage Wealth Advisors
Virginia
$156K +$150K +670 +1,117%
FUBT
2416
First United Bank & Trust
Maryland
$154K -$5.59K -25 -3%
BDPWM
2417
Barnes Dennig Private Wealth Management
Ohio
$154K +$43.8K +196 +37%
IRAG
2418
Investment Research & Advisory Group
Georgia
$153K +$224 +1 +0.1%
ME
2419
McIlrath & Eck
Washington
$152K -$32K -143 -17%
TWD
2420
True Wealth Design
Ohio
$152K -$1.79K -8 -1%
VWA
2421
VSM Wealth Advisory
Maryland
$151K +$68.9K +308 +93%
PB
2422
Prosperity Bancshares
Texas
$150K +$8.72K +39 +6%
LAMC
2423
Longview Asset Management (California)
California
$150K – – –
BCM
2424
Barometer Capital Management
Ontario, Canada
$147K -$695K -3,110 -82%
QWM
2425
Quaker Wealth Management
New Jersey
$146K +$146K +653 +2,332%