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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1976
Elevation Wealth Management
Minnesota
$378K +$671 +3 +0.2%
BBPWM
1977
Blue Bell Private Wealth Management
Pennsylvania
$378K +$9.17K +41 +2%
FEM
1978
Fulcrum Equity Management
Texas
$378K +$92.6K +414 +31%
FA
1979
Fedenia Advisers
Wisconsin
$378K -$3.54M -15,851 -90%
FWM
1980
FMB Wealth Management
California
$376K -$67.1K -300 -15%
CWA
1981
Consilio Wealth Advisors
Washington
$376K +$11.2K +50 +3%
BTWM
1982
Baker Tilly Wealth Management
Wisconsin
$375K +$32K +143 +9%
SC
1983
Sepio Capital
Utah
$375K -$73.6K -329 -16%
ZIC
1984
ZWJ Investment Counsel
Georgia
$373K -$52.5K -235 -12%
UF
1985
Univest Financial
Pennsylvania
$373K – – –
VAG
1986
VisionPoint Advisory Group
Texas
$372K +$389K +1,742 New
FA
1987
FDx Advisors
Illinois
$372K -$145K -649 -27%
BAS
1988
Breakthru Advisory Services
Wisconsin
$371K -$9.39K -42 -2%
GA
1989
Greenspring Advisors
Maryland
$371K -$671 -3 -0.2%
ATS
1990
Ashton Thomas Securities
New York
$370K +$5.59K +25 +1%
DOA
1991
D'Orazio & Associates
Virginia
$370K +$80.5K +360 +26%
MFIM
1992
Mesirow Financial Investment Management
Illinois
$370K -$34.7K -155 -8%
TW
1993
Traveka Wealth
California
$368K +$671 +3 +0.2%
PS
1994
Planned Solutions
California
$367K – – –
NSAM
1995
North Star Asset Management
Wisconsin
$367K +$6.71K +30 +2%
LBC
1996
Leigh Baldwin & Co
New York
$367K -$132K -590 -26%
FF
1997
Foronjy Financial
California
$366K -$17.2K -77 -4%
WIA
1998
Wealthedge Investment Advisors
New York
$366K +$383K +1,713 New
WWM
1999
Wolff Wiese Magana
California
$364K +$65.5K +293 +21%
RL
2000
Retireful LLC
Michigan
$363K +$15.7K +70 +4%
78 79
80
81 82