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ícone de LRCX

Lam Research
LRCX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
TMB Capital Partners
2001
TMB Capital Partners
Arkansas
US$ 857 mil -US$ 71,3 mil -235 -11%
OneAscent Investment Solutions
2002
OneAscent Investment Solutions
Alabama
US$ 856 mil -US$ 114 mil -376 -16%
Watershed Private Wealth
2003
Watershed Private Wealth
Illinois
US$ 850 mil -US$ 1,12 mi -3.674 -65%
Legato Capital Management
2004
Legato Capital Management
California
US$ 850 mil -US$ 314 mil -1.036 -35%
Walser Wealth Management
2005
Walser Wealth Management
Florida
US$ 847 mil +US$ 32,5 mil +107 +6%
NBH Bank
2006
NBH Bank
Colorado
US$ 847 mil +US$ 593 mil +1.954 Nova
Sovereign Financial Group
2007
Sovereign Financial Group
Connecticut
US$ 845 mil +US$ 13,1 mil +43 +2%
Tilson Financial Group
2008
Tilson Financial Group
New Jersey
US$ 841 mil -US$ 117 mil -385 -17%
Richard W. Paul & Associates
2009
Richard W. Paul & Associates
Michigan
US$ 839 mil -US$ 33,1 mil -109 -5%
Traphagen Investment Advisors
2010
Traphagen Investment Advisors
New Jersey
US$ 837 mil +US$ 4,25 mil +14 +0,7%
Aquatic Capital Management
2011
Aquatic Capital Management
Illinois
US$ 836 mil -US$ 1,49 mi -4.919 -72%
NorthRock Partners
2012
NorthRock Partners
Minnesota
US$ 836 mil +US$ 134 mil +442 +30%
Plancorp LLC
2013
Plancorp LLC
Missouri
US$ 833 mil -US$ 54 mil -178 -7%
TSA Wealth Management
2014
TSA Wealth Management
Texas
US$ 832 mil +US$ 144 mil +475 +33%
Knightsbridge Asset Management
2015
Knightsbridge Asset Management
California
US$ 824 mil -US$ 3,64 mil -12 -0,6%
Greenup Street Wealth Management
2016
Greenup Street Wealth Management
Michigan
US$ 823 mil -US$ 162 mil -533 -22%
EdenTree Asset Management
2017
EdenTree Asset Management
United Kingdom
US$ 823 mil – – –
Index Fund Advisors
2018
Index Fund Advisors
California
US$ 821 mil – – –
Caliber Wealth Management (Kansas)
2019
Caliber Wealth Management (Kansas)
Kansas
US$ 820 mil +US$ 108 mil +355 +23%
Seneca House Advisors
2020
Seneca House Advisors
Virginia
US$ 817 mil +US$ 9,41 mil +31 +2%
Great Waters Wealth Management
2021
Great Waters Wealth Management
Minnesota
US$ 815 mil – – –
D'Orazio & Associates
2022
D'Orazio & Associates
Virginia
US$ 815 mil +US$ 44,6 mil +147 +8%
L.J. Altfest & Co
2023
L.J. Altfest & Co
New York
US$ 813 mil +US$ 100 mil +331 +21%
NIA Impact Advisors
2024
NIA Impact Advisors
California
US$ 810 mil -US$ 17,3 mil -57 -3%
SI
2025
Saxon Interests
Texas
US$ 809 mil -US$ 7,28 mil -24 -1%
79 80
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