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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWF
1976
Alpha Wealth Funds
Utah
$872K +$610K +2,010 New
CCM
1977
Capstone Capital Management
$870K +$609K +2,007 New
PF
1978
Prota Financial
Texas
$869K -$188K -619 -22%
IDA
1979
Intelligence Driven Advisers
California
$869K +$64.1K +211 +12%
EFG
1980
Ethos Financial Group
Pennsylvania
$869K +$599K +1,973 +134%
FMP
1981
Financial Management Professionals
Texas
$868K -$191K -628 -24%
BWM
1982
BCS Wealth Management
Tennessee
$868K -$75.3K -248 -11%
CI
1983
Corient IA
Florida
$867K -$228K -750 -27%
DAM
1984
Deltec Asset Management
New York
$867K +$607K +2,000 New
VAG
1985
VisionPoint Advisory Group
Texas
$864K +$76.2K +251 +14%
IMC
1986
Investment Management Corporation
Virginia
$862K -$321K -1,057 -35%
PP
1987
Patron Partners
Texas
$862K +$99K +326 +20%
PWM
1988
Pines Wealth Management
North Carolina
$861K -$93.2K -307 -13%
DC
1989
Diametric Capital
Massachusetts
$861K +$603K +1,987 New
AWAG
1990
ARS Wealth Advisors Group
Florida
$858K – – –
TCP
1991
TMB Capital Partners
Arkansas
$857K -$71.3K -235 -11%
OIS
1992
OneAscent Investment Solutions
Alabama
$856K -$114K -376 -16%
WPW
1993
Watershed Private Wealth
Illinois
$850K -$1.12M -3,674 -65%
LCM
1994
Legato Capital Management
California
$850K -$314K -1,036 -35%
WWM
1995
Walser Wealth Management
Florida
$847K +$32.5K +107 +6%
NB
1996
NBH Bank
Colorado
$847K +$593K +1,954 New
SFG
1997
Sovereign Financial Group
Connecticut
$845K +$13.1K +43 +2%
TFG
1998
Tilson Financial Group
New Jersey
$841K -$117K -385 -17%
RWPA
1999
Richard W. Paul & Associates
Michigan
$839K -$33.1K -109 -5%
TIA
2000
Traphagen Investment Advisors
New Jersey
$837K +$4.25K +14 +0.7%
78 79
80
81 82