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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWAG
1976
ARS Wealth Advisors Group
Florida
$858K – – –
TCP
1977
TMB Capital Partners
Arkansas
$857K -$71.3K -235 -11%
OIS
1978
OneAscent Investment Solutions
Alabama
$856K -$114K -376 -16%
WPW
1979
Watershed Private Wealth
Illinois
$850K -$1.12M -3,674 -65%
LCM
1980
Legato Capital Management
California
$850K -$314K -1,036 -35%
WWM
1981
Walser Wealth Management
Florida
$847K +$32.5K +107 +6%
NB
1982
NBH Bank
Colorado
$847K +$593K +1,954 New
SFG
1983
Sovereign Financial Group
Connecticut
$845K +$13.1K +43 +2%
TFG
1984
Tilson Financial Group
New Jersey
$841K -$117K -385 -17%
RWPA
1985
Richard W. Paul & Associates
Michigan
$839K -$33.1K -109 -5%
TIA
1986
Traphagen Investment Advisors
New Jersey
$837K +$4.25K +14 +0.7%
ACM
1987
Aquatic Capital Management
Illinois
$836K -$1.49M -4,919 -72%
NP
1988
NorthRock Partners
Minnesota
$836K +$134K +442 +30%
PL
1989
Plancorp LLC
Missouri
$833K -$54K -178 -7%
TWM
1990
TSA Wealth Management
Texas
$832K +$144K +475 +33%
KAM
1991
Knightsbridge Asset Management
California
$824K -$3.64K -12 -0.6%
GSWM
1992
Greenup Street Wealth Management
Michigan
$823K -$162K -533 -22%
EAM
1993
EdenTree Asset Management
United Kingdom
$823K – – –
IFA
1994
Index Fund Advisors
California
$821K – – –
CWMK
1995
Caliber Wealth Management (Kansas)
Kansas
$820K +$108K +355 +23%
SHA
1996
Seneca House Advisors
Virginia
$817K +$9.41K +31 +2%
GWWM
1997
Great Waters Wealth Management
Minnesota
$815K – – –
DOA
1998
D'Orazio & Associates
Virginia
$815K +$44.6K +147 +8%
LJAC
1999
L.J. Altfest & Co
New York
$813K +$100K +331 +21%
NIA
2000
NIA Impact Advisors
California
$810K -$17.3K -57 -3%
78 79
80
81 82