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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BOJHT
2001
Bank of Jackson Hole Trust
Wyoming
$360K +$281K +1,257 +294%
SEP
2002
Signature Equity Partners
Ohio
$360K -$2.91K -13 -0.8%
CT
2003
Colonial Trust
South Carolina
$359K +$8.94K +40 +2%
VWA
2004
Visionary Wealth Advisors
Illinois
$359K -$39.4K -176 -9%
CMP
2005
Coston McIsaac & Partners
Maine
$359K +$224 +1 +0.1%
CPW
2006
Catalyst Private Wealth
California
$359K +$4.47K +20 +1%
JF
2007
JSF Financial
California
$357K -$447 -2 -0.1%
TWP
2008
Tyche Wealth Partners
Texas
$357K +$46.7K +209 +14%
GPI
2009
General Partner Inc
Pennsylvania
$356K -$16.8K -75 -4%
AFW
2010
Avantra Family Wealth
Pennsylvania
$355K +$372K +1,663 New
PP
2011
Patron Partners
Texas
$355K +$372K +1,663 New
AA
2012
Armis Advisers
Georgia
$355K -$224 -1 -0.1%
KV
2013
Kickstand Ventures
New York
$354K +$19K +85 +5%
FCM
2014
Family Capital Management
Michigan
$352K +$4.03K +18 +1%
CP
2015
Clarendon Private
Massachusetts
$351K +$367K +1,641 New
SMBT
2016
Southern Michigan Bank & Trust
Michigan
$350K +$366K +1,638 New
GC
2017
Globeflex Capital
California
$350K – – –
HCM
2018
Highview Capital Management
Illinois
$348K +$364K +1,630 New
BWL
2019
Bogart Wealth LLC
Virginia
$348K +$4.92K +22 +1%
RWA
2020
Roberts Wealth Advisors
California
$347K -$4.25K -19 -1%
AIC
2021
Archer Investment Corporation
Indiana
$347K -$246K -1,099 -40%
LMFP
2022
Larry Mathis Financial Planning
Arizona
$346K -$142K -636 -28%
WA
2023
Winter & Associates
Minnesota
$346K -$26.2K -117 -7%
AI
2024
Arrien Investments
Idaho
$345K – – –
WH
2025
Wallace Hart
Kentucky
$344K -$1.06M -4,747 -75%
79 80
81
82 83