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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
726
Personal Capital Advisors
California
$610K +$5.4K +140 +1%
SIM
727
Sentry Investment Management
Wisconsin
$609K +$32K +830 +6%
CL
728
CPWM LLC
Washington
$607K – – –
CIM
729
CIM Investment Management
Pennsylvania
$607K +$545K +14,120 New
MWM
730
Modera Wealth Management
New Jersey
$600K +$539K +13,960 New
TIA
731
Trust Investment Advisors
Indiana
$600K +$539K +13,960 New
DHFB
732
Dixon Hubard Feinour & Brown
Virginia
$599K +$537K +13,920 New
PSUF
733
People's United Financial
Connecticut
$597K – – –
SSWM
734
Smith Salley Wealth Management
North Carolina
$586K +$23.2K +600 +5%
LC
735
Lindbrook Capital
California
$583K -$10K -260 -2%
PIM
736
Penobscot Investment Management
Massachusetts
$583K +$1.93K +50 +0.4%
TIAM2
737
Tru Independence Asset Management 2
Oregon
$579K -$46.7K -1,210 -8%
PFO
738
Pathstone Family Office
New Jersey
$574K +$75.3K +1,950 +17%
MGP
739
Metis Global Partners
California
$573K +$514K +13,320 New
DG
740
DMC Group
Alabama
$572K +$610K +15,810 New
TSS
741
Two Sigma Securities
New York
$566K -$949K -24,600 -65%
RCA
742
Roberts Capital Advisors
Colorado
$566K +$508K +13,170 New
BCM
743
Beck Capital Management
Texas
$565K -$17.8K -460 -3%
ACM
744
Advisors Capital Management
New Jersey
$560K +$772 +20 +0.2%
WCM
745
Whitener Capital Management
North Carolina
$559K -$116K -3,000 -19%
KFS
746
Kaizen Financial Strategies
California
$559K – – –
KIC
747
Keating Investment Counselors
Florida
$559K – – –
CFN
748
Cordasco Financial Network
Florida
$559K +$1.54K +40 +0.3%
CTA
749
Chesley Taft & Associates
Illinois
$557K -$13.1K -340 -3%
FNBT
750
FineMark National Bank & Trust
Florida
$553K +$1.16K +30 +0.2%
28 29
30
31 32