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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
1976
Caitlin John
Michigan
$45K +$35.6K +336 New
HHGA
1977
Halbert Hargrove Global Advisors
California
$44.6K +$18K +170 +104%
TWM
1978
Tripletail Wealth Management
Florida
$44.4K +$31.8K +300 New
VWA
1979
VSM Wealth Advisory
Maryland
$44.2K – – –
BDPWM
1980
Barnes Dennig Private Wealth Management
Ohio
$41.2K -$8.79K -83 -21%
VWWMG
1981
Vermillion & White Wealth Management Group
Pennsylvania
$41.2K +$32.6K +308 New
SIS
1982
Sound Income Strategies
Florida
$40.9K +$30.7K +290 New
DWA
1983
Delos Wealth Advisors
Texas
$40.8K – – –
JFA
1984
JNBA Financial Advisors
Minnesota
$40.2K – – –
MWPCG
1985
Measured Wealth Private Client Group
New Hampshire
$39.9K +$31.6K +298 New
WA
1986
WPG Advisers
Maryland
$39K -$424 -4 -1%
CT
1987
Clearstead Trust
Maine
$37.5K -$12.7K -120 -30%
TFM
1988
TFC Financial Management
Massachusetts
$37.5K – – –
HHMI
1989
Howard Hughes Medical Institute
Maryland
$36.4K -$529 -5 -2%
OAJ
1990
Ogorek Anthony Joseph
New York
$36K +$635 +6 +2%
IWM
1991
IMG Wealth Management
Florida
$35.4K – – –
BC
1992
Barrett & Company
Rhode Island
$35.1K -$43.3K -409 -61%
NSIM
1993
North Star Investment Management
Illinois
$34.4K +$741 +7 +3%
AP
1994
Aspect Partners
Virginia
$33.7K +$1.38K +13 +5%
PWMG
1995
Prestige Wealth Management Group
New Jersey
$33.5K – – –
MAFA
1996
MJT & Associates Financial Advisory
Minnesota
$33.5K – – –
NEWAS
1997
N.E.W. Advisory Services
Wisconsin
$33.5K – – –
WFA
1998
West Financial Advisors
Iowa
$33.5K – – –
RWM
1999
Raffa Wealth Management
District of Columbia
$33.2K +$3.81K +36 +17%
KG
2000
Kilter Group
New York
$32.9K +$4.02K +38 +18%
78 79
80
81 82