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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2001
Saxon Interests
Texas
$809K -$7.29K -24 -1%
SL
2002
Summitry LLC
California
$807K +$99K +326 +21%
EWM
2003
Elevation Wealth Management
Minnesota
$805K +$26.4K +87 +5%
CFAM
2004
Center For Asset Management
Florida
$803K -$17.6K -58 -3%
EV
2005
EJMK Ventures
Illinois
$802K -$88.6K -292 -14%
VC
2006
Vicus Capital
Pennsylvania
$799K -$230K -758 -29%
PCM
2007
Palouse Capital Management
Washington
$793K -$152K -500 -21%
ISFAN
2008
Investor's Fiduciary Advisor Network
Washington
$789K -$85K -280 -13%
SWTS
2009
Stonehaven Wealth & Tax Solutions
Wisconsin
$787K -$322K -1,060 -37%
BWL
2010
Bogart Wealth LLC
Virginia
$783K +$53.7K +177 +11%
JFGLC
2011
Johnson Financial Group LLC (Colorado)
Colorado
$782K +$224K +738 +69%
PS
2012
Planned Solutions
California
$781K +$25.2K +83 +5%
SP
2013
Symmetry Partners
Connecticut
$779K +$99K +326 +22%
AFWM
2014
Arta Finance Wealth Management
California
$779K +$6.68K +22 +1%
EC
2015
EdgeRock Capital
Colorado
$779K +$136K +449 +33%
KWM
2016
KFG Wealth Management
Indiana
$778K +$545K +1,796 New
NWM
2017
Nolet Wealth Management
Texas
$775K -$1.21K -4 -0.2%
FPF
2018
First Pacific Financial
Washington
$774K -$36.4K -120 -6%
TW
2019
Traveka Wealth
California
$774K +$18.5K +61 +4%
RL
2020
Retireful LLC
Michigan
$773K +$25.8K +85 +5%
CWWM
2021
Clear Wave Wealth Management
New Jersey
$773K +$26.7K +88 +5%
CFS
2022
Commonwealth Financial Services
West Virginia
$772K +$58.6K +193 +12%
BBPWM
2023
Blue Bell Private Wealth Management
Pennsylvania
$772K +$3.64K +12 +0.7%
DG
2024
DMC Group
Alabama
$771K +$78.3K +258 +17%
TPA
2025
Trivium Point Advisory
Connecticut
$765K +$184K +605 +52%
79 80
81
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