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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AU
2001
AlphaGrep UK
$363K +$379K +1,697 New
SWM
2002
SilverOak Wealth Management
Minnesota
$362K -$50.5K -226 -12%
CWWM
2003
Clear Wave Wealth Management
New Jersey
$362K +$379K +1,695 New
GKIM
2004
GW&K Investment Management
Massachusetts
$362K +$4.03K +18 +1%
LWPC
2005
Legacy Wealth Partners (Colorado)
Colorado
$361K +$14.1K +63 +4%
RWM
2006
Rialto Wealth Management
New York
$361K +$28.2K +126 +8%
MWAM
2007
Manhattan West Asset Management
California
$360K +$110K +493 +41%
BOJHT
2008
Bank of Jackson Hole Trust
Wyoming
$360K +$281K +1,257 +294%
SEP
2009
Signature Equity Partners
Ohio
$360K -$2.91K -13 -0.8%
CT
2010
Colonial Trust
South Carolina
$359K +$8.94K +40 +2%
VWA
2011
Visionary Wealth Advisors
Illinois
$359K -$39.4K -176 -9%
CMP
2012
Coston McIsaac & Partners
Maine
$359K +$224 +1 +0.1%
CPW
2013
Catalyst Private Wealth
California
$359K +$4.47K +20 +1%
JF
2014
JSF Financial
California
$357K -$447 -2 -0.1%
TWP
2015
Tyche Wealth Partners
Texas
$357K +$46.7K +209 +14%
GPI
2016
General Partner Inc
Pennsylvania
$356K -$16.8K -75 -4%
AFW
2017
Avantra Family Wealth
Pennsylvania
$355K +$372K +1,663 New
PP
2018
Patron Partners
Texas
$355K +$372K +1,663 New
AA
2019
Armis Advisers
Georgia
$355K -$224 -1 -0.1%
KV
2020
Kickstand Ventures
New York
$354K +$19K +85 +5%
FCM
2021
Family Capital Management
Michigan
$352K +$4.03K +18 +1%
CP
2022
Clarendon Private
Massachusetts
$351K +$367K +1,641 New
SMBT
2023
Southern Michigan Bank & Trust
Michigan
$350K +$366K +1,638 New
GC
2024
Globeflex Capital
California
$350K – – –
HCM
2025
Highview Capital Management
Illinois
$348K +$364K +1,630 New
79 80
81
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