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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Aquatic Capital Management
Illinois
$836K -$1.49M -4,919 -72%
NP
2002
NorthRock Partners
Minnesota
$836K +$134K +442 +30%
PL
2003
Plancorp LLC
Missouri
$833K -$54K -178 -7%
TWM
2004
TSA Wealth Management
Texas
$832K +$144K +475 +33%
KAM
2005
Knightsbridge Asset Management
California
$824K -$3.64K -12 -0.6%
GSWM
2006
Greenup Street Wealth Management
Michigan
$823K -$162K -533 -22%
EAM
2007
EdenTree Asset Management
United Kingdom
$823K – – –
IFA
2008
Index Fund Advisors
California
$821K – – –
CWMK
2009
Caliber Wealth Management (Kansas)
Kansas
$820K +$108K +355 +23%
SHA
2010
Seneca House Advisors
Virginia
$817K +$9.41K +31 +2%
GWWM
2011
Great Waters Wealth Management
Minnesota
$815K – – –
DOA
2012
D'Orazio & Associates
Virginia
$815K +$44.6K +147 +8%
LJAC
2013
L.J. Altfest & Co
New York
$813K +$100K +331 +21%
NIA
2014
NIA Impact Advisors
California
$810K -$17.3K -57 -3%
SI
2015
Saxon Interests
Texas
$809K -$7.29K -24 -1%
SL
2016
Summitry LLC
California
$807K +$99K +326 +21%
EWM
2017
Elevation Wealth Management
Minnesota
$805K +$26.4K +87 +5%
CFAM
2018
Center For Asset Management
Florida
$803K -$17.6K -58 -3%
EV
2019
EJMK Ventures
Illinois
$802K -$88.6K -292 -14%
VC
2020
Vicus Capital
Pennsylvania
$799K -$230K -758 -29%
PCM
2021
Palouse Capital Management
Washington
$793K -$152K -500 -21%
ISFAN
2022
Investor's Fiduciary Advisor Network
Washington
$789K -$85K -280 -13%
SWTS
2023
Stonehaven Wealth & Tax Solutions
Wisconsin
$787K -$322K -1,060 -37%
BWL
2024
Bogart Wealth LLC
Virginia
$783K +$53.7K +177 +11%
JFGLC
2025
Johnson Financial Group LLC (Colorado)
Colorado
$782K +$224K +738 +69%
79 80
81
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