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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
451
Everence Capital Management
Indiana
$1.07M – – –
EVM
452
Eaton Vance Management
Massachusetts
$1.07M -$76.2K -3,270 -7%
KPWS
453
Kestra Private Wealth Services
Texas
$1.07M +$59.7K +2,560 +7%
DF
454
Donoghue Forlines
Massachusetts
$1.06M +$958K +41,100 New
IFS
455
Ifrah Financial Services
Arkansas
$1.06M -$24.5K -1,050 -3%
MWM
456
MorganRosel Wealth Management
Colorado
$1.05M +$11.7K +500 +1%
NFG
457
Next Financial Group
Texas
$1.05M +$50.6K +2,170 +6%
TWI
458
Thomas White International
Illinois
$1.05M -$14K -600 -1%
NSB
459
Norway Savings Bank
Maine
$1.02M +$64.1K +2,750 +7%
EAM
460
Erste Asset Management
Austria
$1.02M – – –
FAM
461
Fulcrum Asset Management
United Kingdom
$1.01M – – –
CRC
462
Curi RMB Capital
Illinois
$1M -$107K -4,610 -11%
MWM
463
MinichMacGregor Wealth Management
New York
$994K +$895K +38,420 New
BCI
464
Brinker Capital Investments
Pennsylvania
$985K -$1.02M -43,660 -53%
FHB
465
First Hawaiian Bank
Hawaii
$967K +$357K +15,330 +70%
RJT
466
Raymond James Trust
Florida
$956K -$289K -12,390 -25%
TW
467
TrinityPoint Wealth
Connecticut
$952K -$195K -8,380 -21%
DCM
468
Dean Capital Management
Kansas
$952K -$52.9K -2,270 -6%
LIA
469
LS Investment Advisors
Michigan
$947K -$466 -20 -0.1%
PPG
470
Peak Planning Group
Colorado
$937K – – –
HIC
471
Holderness Investments Company
North Carolina
$937K -$163K -7,000 -16%
BCM
472
Bluefin Capital Management
New York
$931K +$838K +35,950 New
WI
473
WBI Investments
New Jersey
$931K +$838K +35,960 New
KWM
474
Keebeck Wealth Management
Illinois
$921K +$54.8K +2,350 +7%
CI
475
Cavalier Investments
Georgia
$913K +$822K +35,270 New
17 18
19
20 21