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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2001
Westend Capital Management
California
$30.8K – – –
CWP
2002
Clark Wealth Partners
Illinois
$29.1K +$6.57K +62 +57%
B
2003
Birchbrook
Maine
$28.2K +$106 +1 +0.5%
CAM
2004
Close Asset Management
United Kingdom
$28K -$123K -1,160 -85%
UIA
2005
Ulland Investment Advisors
Minnesota
$27K – – –
T
2006
Transce3nd
Texas
$26.8K -$709K -6,692 -95%
DWA
2007
Dougherty Wealth Advisers
Minnesota
$26.8K – – –
OPTFSNA
2008
Old Point Trust & Financial Services N A
Virginia
$26.8K – – –
SC
2009
Stance Capital
Massachusetts
$26.2K +$20.8K +196 New
MSWM
2010
Mowery & Schoenfeld Wealth Management
Illinois
$25.8K -$2.86K -27 -12%
M
2011
MOTCO
Texas
$25.7K +$3.39K +32 +20%
PWMG
2012
Private Wealth Management Group
New Jersey
$25.2K – – –
W
2013
WealthCollab
Washington
$25.2K +$1.91K +18 +11%
GWSA
2014
Global Wealth Strategies & Associates
Colorado
$24.6K +$1.48K +14 +8%
AS
2015
Altshuler Shaham
Israel
$24.6K +$3.18K +30 +19%
HNB
2016
Hilltop National Bank
Wyoming
$24.1K -$22.8K -215 -54%
SCA
2017
Stuart Chaussee & Associates
California
$24.1K – – –
RWA
2018
Redmont Wealth Advisors
Illinois
$22.8K – – –
UCB
2019
United Community Bank
South Carolina
$22.8K +$6.35K +60 +55%
DJSG
2020
D.J. St. Germain
Massachusetts
$22.2K -$1.48K -14 -8%
MWA
2021
Medallion Wealth Advisors
Connecticut
$20.4K -$1.38K -13 -8%
CFS
2022
CGC Financial Services
Oregon
$20.4K +$5.29K +50 +49%
GF
2023
GGM Financials
Ohio
$20.2K +$16K +151 New
BI
2024
Binnacle Investments
Iowa
$19.5K +$2.75K +26 +22%
HWP
2025
Highline Wealth Partners
California
$19K -$56.1K -530 -79%
79 80
81
82 83