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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
701
Winthrop Advisory Group
Massachusetts
$356K +$641 +20 +0.2%
CCM
702
Coldstream Capital Management
Washington
$352K +$13.5K +420 +4%
ROC
703
Running Oak Capital
Minnesota
$350K +$346K +10,810 New
AIA
704
AIMZ Investment Advisors
California
$347K – – –
BTWM
705
Baker Tilly Wealth Management
Wisconsin
$346K -$3.2K -100 -0.9%
SWA
706
SFMG Wealth Advisors
Texas
$345K +$341K +10,630 New
HCM
707
Howland Capital Management
Massachusetts
$342K – – –
EA
708
Emerald Advisers
Pennsylvania
$339K -$171K -5,330 -34%
GWS
709
Glassman Wealth Services
Virginia
$339K -$13.8K -430 -4%
FFA
710
Fragasso Financial Advisors
Pennsylvania
$332K +$641 +20 +0.2%
CM
711
Capula Management
Cayman Islands
$330K +$327K +10,200 New
AIM
712
Axiom Investment Management
New York
$329K +$961 +30 +0.3%
WA
713
WBH Advisory
Maryland
$327K -$48.1K -1,500 -13%
HL
714
HeadInvest LLC
Maine
$325K +$321K +10,030 New
FGAM
715
Financial Gravity Asset Management
Texas
$324K -$961 -30 -13%
EWA
716
Encompass Wealth Advisors
Oregon
$324K – – –
PIM
717
Penobscot Investment Management
Massachusetts
$324K – – –
WA
718
WestEnd Advisors
North Carolina
$324K – – –
MC
719
Machina Capital
France
$324K +$320K +10,000 New
IFG
720
Independent Financial Group
California
$324K +$58K +1,810 +22%
IP
721
Innovative Portfolios
Indiana
$321K +$28.8K +900 +10%
FAM
722
Flaharty Asset Management
Florida
$318K -$2.88K -90 -0.9%
NDSI
723
Newman Dignan & Sheerar Inc
Rhode Island
$307K +$303K +9,460 New
IA
724
Inspire Advisors
Idaho
$305K +$302K +9,410 New
KFS
725
Kelly Financial Services
Massachusetts
$303K +$31.3M +978,260 +32,286%
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