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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
676
Institute for Wealth Management
Colorado
$497K – – –
ALAM
677
Asahi Life Asset Management
Japan
$493K +$492K +14,750 New
ZB
678
Zions Bancorporation
Utah
$491K +$437K +13,090 +813%
TIAM2
679
Tru Independence Asset Management 2
Oregon
$491K +$490K +14,680 New
SW
680
SVB Wealth
Massachusetts
$480K +$29.7K +890 +7%
UB
681
UMB Bank
Missouri
$470K -$366K -10,950 -44%
PCA
682
Personal Capital Advisors
California
$470K +$7.34K +220 +2%
TNBTD
683
Trustmark National Bank Trust Department
Mississippi
$470K +$469K +14,050 New
TNA
684
True North Advisors
Texas
$469K +$469K +14,050 New
PSUF
685
People's United Financial
Connecticut
$464K – – –
LC
686
Lindbrook Capital
California
$462K +$37.4K +1,120 +9%
PAM
687
Palisade Asset Management
Minnesota
$460K +$459K +13,750 New
BCM
688
Beck Capital Management
Texas
$455K -$102K -3,050 -18%
CP
689
Camelot Portfolios
Ohio
$454K +$453K +13,570 New
ADMI
690
Albert D. Mason Inc
Massachusetts
$454K +$453K +13,580 New
PIM
691
Penobscot Investment Management
Massachusetts
$452K +$117K +3,500 +35%
ODCM
692
Old Dominion Capital Management
Virginia
$451K -$7.68K -230 -2%
SIM
693
Sentry Investment Management
Wisconsin
$446K -$65.1K -1,950 -13%
CTA
694
Chesley Taft & Associates
Illinois
$445K – – –
IFG
695
Independent Financial Group
California
$444K +$110K +3,290 +33%
TA
696
Tectonic Advisors
Texas
$439K +$60.8K +1,820 +16%
SSWM
697
Smith Salley Wealth Management
North Carolina
$436K – – –
SSG
698
Summit Securities Group
New York
$436K +$435K +13,040 New
ACM
699
Advisors Capital Management
New Jersey
$435K -$53.1K -1,590 -11%
KIC
700
Keating Investment Counselors
Florida
$435K – – –
26 27
28
29 30