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Lam Research

Name Holding Trade Value Shares
Change
Change in
Stake
JMFC
1976
J.M. Forbes & Co
Massachusetts
$256K – – –
TWM
1977
Topsail Wealth Management
North Carolina
$256K – – –
AG
1978
AlTi Global
New York
$255K -$1.3M -8,366 -85%
CW
1979
Cedarwood Wealth
Colorado
$255K +$178K +1,143 New
SIA
1980
SeaBridge Investment Advisors
New Jersey
$254K -$49K -315 -18%
BZWA
1981
Blue Zone Wealth Advisors
California
$253K +$230K +1,480 New
SAM
1982
Simplify Asset Management
Nevada
$253K +$230K +1,478 New
LI
1983
LRI Investments
Florida
$252K -$49.9K -321 -18%
RFA
1984
Reyes Financial Architecture
California
$252K -$371K -2,384 -62%
SWM
1985
SK Wealth Management
Rhode Island
$252K +$158K +1,016 New
BFWA
1986
Benchmark Financial Wealth Advisors
Florida
$252K +$229K +1,471 New
IPW
1987
Impact Partnership Wealth
Georgia
$252K -$1.58M -10,135 -87%
AFGAS
1988
Allegiance Financial Group Advisory Services
Virginia
$252K +$229K +1,470 New
FAG
1989
Fortitude Advisory Group
Washington
$252K +$229K +1,470 New
CIA
1990
Cape Investment Advisory
Georgia
$252K +$233K +1,495 +9,967%
AL
1991
Aspiriant LLC
California
$251K +$228K +1,467 New
SFG
1992
Strive Financial Group
Indiana
$251K +$228K +1,466 New
NICM
1993
Neo Ivy Capital Management
New York
$250K -$1.87M -12,047 -89%
ET
1994
Equitable Trust
Tennessee
$250K +$228K +1,463 New
PWM
1995
Prosperity Wealth Management
California
$250K +$227K +1,460 New
TWP
1996
Tyche Wealth Partners
Texas
$250K +$227K +1,460 New
RCM
1997
RB Capital Management
Nevada
$250K -$15.6K -100 -6%
WWC
1998
Waypoint Wealth Counsel
Georgia
$249K +$227K +1,457 New
NB
1999
NBT Bank
New York
$248K +$5.75K +37 +13%
PCP
2000
Panoramic Capital Partners
Oregon
$248K +$226K +1,450 New