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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
701
Caldwell Trust
Florida
$595K – – –
CA
702
Cetera Advisors
Colorado
$578K +$1.5K +40 +0.3%
RIL
703
Rothschild Investment LLC
Illinois
$578K +$8.23K +220 +1%
BPA
704
Beacon Pointe Advisors
California
$577K +$392K +10,490 +199%
BCM
705
Brookstone Capital Management
Illinois
$577K +$651K +17,410 New
SAM
706
Silvercrest Asset Management
New York
$576K +$1.87K +50 +0.3%
CI
707
Conning Inc
Connecticut
$576K +$52.7K +1,410 +10%
TAM
708
Trust Asset Management
Texas
$563K +$13.1K +350 +2%
SYBT
709
Stock Yards Bank & Trust
Kentucky
$557K -$74.4K -1,990 -12%
HCM
710
HM Capital Management
Missouri
$555K +$1.87K +50 +0.3%
CBT
711
Central Bank & Trust
Kentucky
$555K +$290K +7,750 +105%
KWMG
712
King Wealth Management Group
Florida
$549K – – –
YMRC
713
Yorktown Management & Research Company
Virginia
$549K – – –
SICM
714
Sustainable Insight Capital Management
New York
$549K +$279K +7,470 +99%
NFSG
715
Newbridge Financial Services Group
Florida
$547K +$464K +12,400 +484%
BTWM
716
Baker Tilly Wealth Management
Wisconsin
$538K +$748 +20 +0.1%
SSCA
717
South Shore Capital Advisors
Massachusetts
$535K +$122K +3,260 +29%
GAM
718
Griffin Asset Management
New York
$534K -$31K -830 -5%
KFS
719
Kaizen Financial Strategies
California
$531K +$56.1K +1,500 +12%
HI
720
Horizon Investments
North Carolina
$529K +$104K +2,770 +24%
CIM
721
CIM Investment Management
Pennsylvania
$516K -$748 -20 -0.1%
DG
722
DMC Group
Alabama
$513K – – –
TNBTD
723
Trustmark National Bank Trust Department
Mississippi
$510K -$12.7K -340 -2%
FM
724
Foster & Motley
Ohio
$507K +$518K +13,840 New
PCA
725
Personal Capital Advisors
California
$504K -$16.5K -440 -3%
27 28
29
30 31