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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWMT
2026
AAFMAA Wealth Management & Trust
North Carolina
$342K +$358K +1,601 New
ISL
2027
Ingalls & Snyder LLC
New York
$342K – – –
BAM
2028
Broyhill Asset Management
North Carolina
$342K -$101K -450 -22%
STA
2029
Smith Thornton Advisors
Alabama
$342K – – –
TC
2030
TAGStone Capital
North Carolina
$341K -$315K -1,408 -47%
KPWG
2031
KFA Private Wealth Group
Virginia
$340K +$6.26K +28 +2%
CFS
2032
Commonwealth Financial Services
West Virginia
$340K +$355K +1,589 New
IPS
2033
Investors Portfolio Services
Washington
$339K +$224 +1 +0.1%
OCWP
2034
Owl Creek Wealth Partners
Colorado
$339K +$355K +1,587 New
MWA
2035
Motive Wealth Advisors
Michigan
$336K -$6.71K -30 -2%
TWM
2036
Topsail Wealth Management
North Carolina
$336K +$17K +76 +5%
SG
2037
StoneX Group
New York
$335K -$1.96M -8,752 -85%
OAS
2038
Optivise Advisory Services
Tennessee
$335K -$66.2K -296 -16%
VFA
2039
Voya Financial Advisors
Connecticut
$335K -$259K -1,160 -42%
LWM
2040
Liberty Wealth Management
California
$334K -$46.5K -208 -12%
GWM
2041
Geneos Wealth Management
Colorado
$334K +$72.2K +323 +26%
IA
2042
Insight Advisors
Pennsylvania
$333K -$33.8K -151 -9%
OE
2043
OFS Enterprise
Nebraska
$333K +$348K +1,557 New
LWM
2044
LeConte Wealth Management
Tennessee
$332K +$11K +49 +3%
GWM
2045
Gilpin Wealth Management
Colorado
$332K – – –
CIA
2046
Cape Investment Advisory
Georgia
$332K +$9.39K +42 +3%
BLC
2047
Brown, Lisle/Cummings
Rhode Island
$332K +$6.93K +31 +2%
CWM
2048
Connecticut Wealth Management
Connecticut
$331K +$346K +1,549 New
SWM
2049
Selective Wealth Management
Virginia
$330K +$3.35K +15 +1%
LJAC
2050
L.J. Altfest & Co
New York
$330K – – –
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