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Lam Research
LRCX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
2026
Bogart Wealth LLC
Virginia
$348K +$4.92K +22 +1%
RWA
2027
Roberts Wealth Advisors
California
$347K -$4.25K -19 -1%
AIC
2028
Archer Investment Corporation
Indiana
$347K -$246K -1,099 -40%
LMFP
2029
Larry Mathis Financial Planning
Arizona
$346K -$142K -636 -28%
WA
2030
Winter & Associates
Minnesota
$346K -$26.2K -117 -7%
AI
2031
Arrien Investments
Idaho
$345K – – –
WH
2032
Wallace Hart
Kentucky
$344K -$1.06M -4,747 -75%
AWMT
2033
AAFMAA Wealth Management & Trust
North Carolina
$342K +$358K +1,601 New
ISL
2034
Ingalls & Snyder LLC
New York
$342K – – –
BAM
2035
Broyhill Asset Management
North Carolina
$342K -$101K -450 -22%
STA
2036
Smith Thornton Advisors
Alabama
$342K – – –
TC
2037
TAGStone Capital
North Carolina
$341K -$315K -1,408 -47%
KPWG
2038
KFA Private Wealth Group
Virginia
$340K +$6.26K +28 +2%
CFS
2039
Commonwealth Financial Services
West Virginia
$340K +$355K +1,589 New
IPS
2040
Investors Portfolio Services
Washington
$339K +$224 +1 +0.1%
OCWP
2041
Owl Creek Wealth Partners
Colorado
$339K +$355K +1,587 New
MWA
2042
Motive Wealth Advisors
Michigan
$336K -$6.71K -30 -2%
TWM
2043
Topsail Wealth Management
North Carolina
$336K +$17K +76 +5%
SG
2044
StoneX Group
New York
$335K -$1.96M -8,752 -85%
OAS
2045
Optivise Advisory Services
Tennessee
$335K -$66.2K -296 -16%
VFA
2046
Voya Financial Advisors
Connecticut
$335K -$259K -1,160 -42%
LWM
2047
Liberty Wealth Management
California
$334K -$46.5K -208 -12%
GWM
2048
Geneos Wealth Management
Colorado
$334K +$72.2K +323 +26%
IA
2049
Insight Advisors
Pennsylvania
$333K -$33.8K -151 -9%
OE
2050
OFS Enterprise
Nebraska
$333K +$348K +1,557 New
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82
83 84