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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
601
RegentAtlantic Capital
New Jersey
$781K +$158K +4,720 +25%
CF
602
Copperwynd Financial
Arizona
$779K +$171K +5,120 +28%
PDN
603
Pensionfund DSM Netherlands
Netherlands
$769K +$768K +23,000 New
PTC
604
Private Trust Company
Ohio
$768K +$1.33K +40 +0.2%
GSEP
605
Golden State Equity Partners
California
$765K -$150K -4,480 -16%
WFC
606
Western Financial Corp
California
$761K -$28.7K -860 -4%
CCG
607
Capital CS Group
California
$758K -$102K -3,070 -12%
CAM
608
CenterStar Asset Management
Illinois
$757K – – –
MSFS
609
Main Street Financial Solutions
Pennsylvania
$757K +$33.7K +1,010 +5%
VAS
610
Vestmark Advisory Solutions
Massachusetts
$757K +$89.1K +2,670 +13%
HFM
611
Harvest Fund Management
China
$754K – – –
ATPW
612
Ashton Thomas Private Wealth
Arizona
$747K +$47.7K +1,430 +7%
GC
613
Grimes & Company
Massachusetts
$741K +$21K +630 +3%
NIC
614
Northwest Investment Counselors
Oregon
$736K -$25K -750 -3%
SAI
615
Systematic Alpha Investments
New Jersey
$731K – – –
EGA
616
E&G Advisors
Texas
$726K +$724K +21,700 New
KWM
617
Kingsview Wealth Management
Oregon
$717K -$665K -19,920 -48%
RWA
618
Ropes Wealth Advisors
Massachusetts
$715K -$113K -3,390 -14%
S
619
Seeyond
France
$712K +$281K +8,410 +65%
MWM
620
MorganRosel Wealth Management
Colorado
$710K +$1.33K +40 +0.2%
STAS
621
Strong Tower Advisory Services
Minnesota
$707K +$736K +22,060 New
BC
622
Burney Company
Virginia
$704K +$184K +5,500 +35%
DIM
623
DC Investments Management
Virginia
$701K +$700K +20,960 New
MA
624
Mutual Advisors
Nebraska
$688K -$6.68K -200 -1%
CA
625
CGN Advisors
Kansas
$680K +$128K +3,830 +23%
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25
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