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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
2001
Silicon Valley Capital Partners
California
$32.8K -$3.18K -30 -11%
LFA
2002
LGT Financial Advisors
Texas
$30.9K – – –
WCM
2003
Westend Capital Management
California
$30.8K – – –
CWP
2004
Clark Wealth Partners
Illinois
$29.1K +$6.57K +62 +57%
B
2005
Birchbrook
Maine
$28.2K +$106 +1 +0.5%
CAM
2006
Close Asset Management
United Kingdom
$28K -$123K -1,160 -85%
UIA
2007
Ulland Investment Advisors
Minnesota
$27K – – –
T
2008
Transce3nd
Texas
$26.8K -$709K -6,692 -95%
DWA
2009
Dougherty Wealth Advisers
Minnesota
$26.8K – – –
OPTFSNA
2010
Old Point Trust & Financial Services N A
Virginia
$26.8K – – –
SC
2011
Stance Capital
Massachusetts
$26.2K +$20.8K +196 New
MSWM
2012
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K -$2.86K -27 -12%
M
2013
MOTCO
Texas
$25.7K +$3.39K +32 +20%
PWMG
2014
Private Wealth Management Group
New Jersey
$25.2K – – –
W
2015
WealthCollab
Washington
$25.2K +$1.91K +18 +11%
GWSA
2016
Global Wealth Strategies & Associates
Colorado
$24.6K +$1.48K +14 +8%
AS
2017
Altshuler Shaham
Israel
$24.6K +$3.18K +30 +19%
HNB
2018
Hilltop National Bank
Wyoming
$24.1K -$22.8K -215 -54%
SCA
2019
Stuart Chaussee & Associates
California
$24.1K – – –
RWA
2020
Redmont Wealth Advisors
Illinois
$22.8K – – –
UCB
2021
United Community Bank
South Carolina
$22.8K +$6.35K +60 +55%
DJSG
2022
D.J. St. Germain
Massachusetts
$22.2K -$1.48K -14 -8%
MWA
2023
Medallion Wealth Advisors
Connecticut
$20.4K -$1.38K -13 -8%
CFS
2024
CGC Financial Services
Oregon
$20.4K +$5.29K +50 +49%
GF
2025
GGM Financials
Ohio
$20.2K +$16K +151 New
79 80
81
82 83