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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1976
Sepio Capital
Utah
$375K -$73.6K -329 -16%
ZIC
1977
ZWJ Investment Counsel
Georgia
$373K -$52.5K -235 -12%
UF
1978
Univest Financial
Pennsylvania
$373K – – –
VAG
1979
VisionPoint Advisory Group
Texas
$372K +$389K +1,742 New
FA
1980
FDx Advisors
Illinois
$372K -$145K -649 -27%
BAS
1981
Breakthru Advisory Services
Wisconsin
$371K -$9.39K -42 -2%
GA
1982
Greenspring Advisors
Maryland
$371K -$671 -3 -0.2%
ATS
1983
Ashton Thomas Securities
New York
$370K +$5.59K +25 +1%
DOA
1984
D'Orazio & Associates
Virginia
$370K +$80.5K +360 +26%
MFIM
1985
Mesirow Financial Investment Management
Illinois
$370K -$34.7K -155 -8%
TW
1986
Traveka Wealth
California
$368K +$671 +3 +0.2%
PS
1987
Planned Solutions
California
$367K – – –
NSAM
1988
North Star Asset Management
Wisconsin
$367K +$6.71K +30 +2%
LBC
1989
Leigh Baldwin & Co
New York
$367K -$132K -590 -26%
FF
1990
Foronjy Financial
California
$366K -$17.2K -77 -4%
WIA
1991
Wealthedge Investment Advisors
New York
$366K +$383K +1,713 New
WWM
1992
Wolff Wiese Magana
California
$364K +$65.5K +293 +21%
RL
1993
Retireful LLC
Michigan
$363K +$15.7K +70 +4%
AU
1994
AlphaGrep UK
$363K +$379K +1,697 New
SWM
1995
SilverOak Wealth Management
Minnesota
$362K -$50.5K -226 -12%
CWWM
1996
Clear Wave Wealth Management
New Jersey
$362K +$379K +1,695 New
GKIM
1997
GW&K Investment Management
Massachusetts
$362K +$4.03K +18 +1%
LWPC
1998
Legacy Wealth Partners (Colorado)
Colorado
$361K +$14.1K +63 +4%
RWM
1999
Rialto Wealth Management
New York
$361K +$28.2K +126 +8%
MWAM
2000
Manhattan West Asset Management
California
$360K +$110K +493 +41%
78 79
80
81 82