We are live on ! Find out more
LRCX icon

Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2001
Ducere Wealth Management
California
$248K +$225K +1,449 New
GWM
2002
Greenwich Wealth Management
Connecticut
$248K -$49K -315 -18%
OWM
2003
Omnitrust Wealth Management
Florida
$247K +$225K +1,444 New
EFG
2004
Ethos Financial Group
Pennsylvania
$247K +$224K +1,441 New
1IA
2005
1620 Investment Advisors
Massachusetts
$247K -$1.55K -10 -0.7%
ES
2006
Element Squared
Minnesota
$246K +$224K +1,440 New
C
2007
Covestor
United Kingdom
$246K -$82.7K -532 -27%
SFP
2008
Sterling Financial Planning
New Jersey
$246K +$223K +1,435 New
KF
2009
Ketron Financial
California
$245K +$223K +1,433 New
IA
2010
Invested Advisors
Pennsylvania
$245K +$222K +1,430 New
SP
2011
Symmetry Partners
Connecticut
$245K -$16.6K -107 -7%
EFA
2012
Evernest Financial Advisors
Indiana
$244K +$166K +1,065 New
WWMSC
2013
Wagner Wealth Management (South Carolina)
South Carolina
$243K +$221K +1,420 New
AWM
2014
Avaii Wealth Management
Wisconsin
$243K -$14.8K -95 -6%
AF
2015
Apollon Financial
South Carolina
$242K +$220K +1,413 New
TPWA
2016
Twin Peaks Wealth Advisors
California
$242K +$164K +1,054 New
WWM
2017
Wolff Wiese Magana
California
$242K -$36.4K -234 -14%
BCG
2018
Breakwater Capital Group
New Jersey
$242K -$23.3K -150 -10%
MPM
2019
Meritage Portfolio Management
Kansas
$241K +$219K +1,410 New
TWM
2020
TSA Wealth Management
Texas
$241K +$219K +1,409 New
SL
2021
Summitry LLC
California
$241K +$219K +1,405 New
CFD
2022
Creative Financial Designs
Indiana
$240K -$4.82K -31 -2%
SSWG
2023
Seven Springs Wealth Group
Tennessee
$240K +$218K +1,400 New
TPA
2024
Trivium Point Advisory
Connecticut
$240K +$218K +1,400 New
CWM
2025
Cornerstone Wealth Management
Missouri
$239K +$217K +1,398 New
79 80
81
82 83