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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
2001
1620 Investment Advisors
Massachusetts
$247K -$1.55K -10 -0.7%
ES
2002
Element Squared
Minnesota
$246K +$224K +1,440 New
C
2003
Covestor
United Kingdom
$246K -$82.7K -532 -27%
SFP
2004
Sterling Financial Planning
New Jersey
$246K +$223K +1,435 New
KF
2005
Ketron Financial
California
$245K +$223K +1,433 New
IA
2006
Invested Advisors
Pennsylvania
$245K +$222K +1,430 New
SP
2007
Symmetry Partners
Connecticut
$245K -$16.6K -107 -7%
EFA
2008
Evernest Financial Advisors
Indiana
$244K +$166K +1,065 New
WWMSC
2009
Wagner Wealth Management (South Carolina)
South Carolina
$243K +$221K +1,420 New
AWM
2010
Avaii Wealth Management
Wisconsin
$243K -$14.8K -95 -6%
AF
2011
Apollon Financial
South Carolina
$242K +$220K +1,413 New
TPWA
2012
Twin Peaks Wealth Advisors
California
$242K +$164K +1,054 New
WWM
2013
Wolff Wiese Magana
California
$242K -$36.4K -234 -14%
BCG
2014
Breakwater Capital Group
New Jersey
$242K -$23.3K -150 -10%
MPM
2015
Meritage Portfolio Management
Kansas
$241K +$219K +1,410 New
TWM
2016
TSA Wealth Management
Texas
$241K +$219K +1,409 New
SL
2017
Summitry LLC
California
$241K +$219K +1,405 New
CFD
2018
Creative Financial Designs
Indiana
$240K -$4.82K -31 -2%
SSWG
2019
Seven Springs Wealth Group
Tennessee
$240K +$218K +1,400 New
TPA
2020
Trivium Point Advisory
Connecticut
$240K +$218K +1,400 New
CWM
2021
Cornerstone Wealth Management
Missouri
$239K +$217K +1,398 New
SWA
2022
Stratos Wealth Advisors
Ohio
$239K +$217K +1,396 New
RWM
2023
RKL Wealth Management
Pennsylvania
$238K +$216K +1,389 New
ARC
2024
Advisor Resource Council
Texas
$238K +$156K +1,000 New
AWA
2025
A4 Wealth Advisors
North Carolina
$237K -$268K -1,725 -55%
79 80
81
82 83