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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
751
L.J. Altfest & Co
New York
$271K -$320 -10 -0.1%
AAM
752
Auxier Asset Management
Oregon
$271K +$25.6K +800 +11%
BPA
753
Beacon Pointe Advisors
California
$271K +$268K +8,350 New
SCM
754
Stevens Capital Management
Pennsylvania
$270K +$267K +8,330 New
IAIM
755
International Assets Investment Management
Florida
$267K +$52.6K +1,640 +25%
GC
756
Globeflex Capital
California
$267K +$263K +8,220 New
EWM
757
Evercore Wealth Management
New York
$264K -$5.13K -160 -2%
GT
758
Glenview Trust
Kentucky
$264K – – –
TCOT
759
Trust Company of Toledo
Ohio
$264K – – –
SI
760
Shaker Investments
Ohio
$263K – – –
PVH
761
Psagot Value Holdings
Israel
$263K +$260K +8,120 New
MYIA
762
Mount Yale Investment Advisors
Colorado
$262K -$79.8K -2,490 -24%
VBCG
763
Valley Brook Capital Group
Pennsylvania
$259K – – –
CFO
764
CVA Family Office
Colorado
$256K +$216K +6,750 +587%
MSR
765
Main Street Research
Connecticut
$254K – – –
P
766
Pitcairn
Pennsylvania
$252K -$641 -20 -0.3%
PHK
767
Point72 Hong Kong
Hong Kong
$251K +$248K +7,740 New
ST
768
Smithfield Trust
Pennsylvania
$243K -$141K -4,400 -37%
CG
769
Caprock Group
Idaho
$243K +$41.3K +1,290 +21%
TAIM
770
TD Ameritrade Investment Management
Nebraska
$242K +$66K +2,060 +38%
WPW
771
Waldron Private Wealth
Pennsylvania
$241K +$961 +30 +0.4%
VWM
772
Valley Wealth Managers
New Jersey
$237K +$235K +7,320 New
EAM
773
Evanson Asset Management
California
$235K – – –
PWS
774
Precision Wealth Strategies
Missouri
$234K +$231K +7,210 New
BAM
775
Berkshire Asset Management
Pennsylvania
$233K +$231K +7,200 New
29 30
31
32 33