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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
701
Tectonic Advisors
Texas
$367K +$92K +2,870 +34%
MIP
702
Marietta Investment Partners
Wisconsin
$366K – – –
AA
703
ALPS Advisors
Colorado
$364K – – –
ACM
704
Ategra Capital Management
Virginia
$363K – – –
GIA
705
Gateway Investment Advisers
Ohio
$363K -$23.1K -720 -6%
PWLP
706
Prio Wealth Limited Partnership
Massachusetts
$356K -$34K -1,060 -9%
WAG
707
Winthrop Advisory Group
Massachusetts
$356K +$641 +20 +0.2%
CCM
708
Coldstream Capital Management
Washington
$352K +$13.5K +420 +4%
ROC
709
Running Oak Capital
Minnesota
$350K +$346K +10,810 New
AIA
710
AIMZ Investment Advisors
California
$347K – – –
BTWM
711
Baker Tilly Wealth Management
Wisconsin
$346K -$3.2K -100 -0.9%
SWA
712
SFMG Wealth Advisors
Texas
$345K +$341K +10,630 New
HCM
713
Howland Capital Management
Massachusetts
$342K – – –
EA
714
Emerald Advisers
Pennsylvania
$339K -$171K -5,330 -34%
GWS
715
Glassman Wealth Services
Virginia
$339K -$13.8K -430 -4%
FFA
716
Fragasso Financial Advisors
Pennsylvania
$332K +$641 +20 +0.2%
CM
717
Capula Management
Cayman Islands
$330K +$327K +10,200 New
AIM
718
Axiom Investment Management
New York
$329K +$961 +30 +0.3%
WA
719
WBH Advisory
Maryland
$327K -$48.1K -1,500 -13%
HL
720
HeadInvest LLC
Maine
$325K +$321K +10,030 New
EWA
721
Encompass Wealth Advisors
Oregon
$324K – – –
PIM
722
Penobscot Investment Management
Massachusetts
$324K – – –
FGAM
723
Financial Gravity Asset Management
Texas
$324K +$6.73K +210 New
MC
724
Machina Capital
France
$324K +$320K +10,000 New
IFG
725
Independent Financial Group
California
$324K +$58K +1,810 +22%
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