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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1976
Tripletail Wealth Management
Florida
$44.4K +$31.8K +300 New
VWA
1977
VSM Wealth Advisory
Maryland
$44.2K – – –
BDPWM
1978
Barnes Dennig Private Wealth Management
Ohio
$41.2K -$8.79K -83 -21%
VWWMG
1979
Vermillion & White Wealth Management Group
Pennsylvania
$41.2K +$32.6K +308 New
SIS
1980
Sound Income Strategies
Florida
$40.9K +$30.7K +290 New
DWA
1981
Delos Wealth Advisors
Texas
$40.8K – – –
JFA
1982
JNBA Financial Advisors
Minnesota
$40.2K – – –
MWPCG
1983
Measured Wealth Private Client Group
New Hampshire
$39.9K +$31.6K +298 New
WA
1984
WPG Advisers
Maryland
$39K -$424 -4 -1%
CT
1985
Clearstead Trust
Maine
$37.5K -$12.7K -120 -30%
TFM
1986
TFC Financial Management
Massachusetts
$37.5K – – –
HHMI
1987
Howard Hughes Medical Institute
Maryland
$36.4K -$529 -5 -2%
OAJ
1988
Ogorek Anthony Joseph
New York
$36K +$635 +6 +2%
IWM
1989
IMG Wealth Management
Florida
$35.4K – – –
BC
1990
Barrett & Company
Rhode Island
$35.1K -$43.3K -409 -61%
NSIM
1991
North Star Investment Management
Illinois
$34.4K +$741 +7 +3%
AP
1992
Aspect Partners
Virginia
$33.7K +$1.38K +13 +5%
PWMG
1993
Prestige Wealth Management Group
New Jersey
$33.5K – – –
MAFA
1994
MJT & Associates Financial Advisory
Minnesota
$33.5K – – –
NEWAS
1995
N.E.W. Advisory Services
Wisconsin
$33.5K – – –
WFA
1996
West Financial Advisors
Iowa
$33.5K – – –
RWM
1997
Raffa Wealth Management
District of Columbia
$33.2K +$3.81K +36 +17%
KG
1998
Kilter Group
New York
$32.9K +$4.02K +38 +18%
SVCP
1999
Silicon Valley Capital Partners
California
$32.8K -$3.18K -30 -11%
LFA
2000
LGT Financial Advisors
Texas
$30.9K – – –
78 79
80
81 82