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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
751
Caprock Group
Idaho
$461K +$471K +12,590 New
LNC
752
Lincoln National Corp
Pennsylvania
$460K +$122K +3,250 +35%
CCM
753
Cohen Capital Management
California
$458K – – –
WB
754
WesBanco Bank
West Virginia
$457K -$7.48K -200 -2%
AAS
755
Annex Advisory Services
Wisconsin
$447K +$187K +5,000 +69%
TIA
756
Trust Investment Advisors
Indiana
$445K -$67.7K -1,810 -13%
SIM
757
Sentry Investment Management
Wisconsin
$444K -$76.3K -2,040 -14%
SCM
758
SevenOneSeven Capital Management
Pennsylvania
$444K -$8.23K -220 -2%
AG
759
Ascent Group
Virginia
$443K +$452K +12,090 New
CT
760
Coastline Trust
Rhode Island
$439K – – –
JIR
761
James Investment Research
Ohio
$439K – – –
CW
762
CreativeOne Wealth
Kansas
$437K +$12K +320 +3%
CP
763
Camelot Portfolios
Ohio
$434K -$241K -6,440 -35%
NDSI
764
Newman Dignan & Sheerar Inc
Rhode Island
$434K +$4.11K +110 +0.9%
WTC
765
WhitTier Trust Company
Nevada
$432K – – –
PFO
766
Pathstone Family Office
New Jersey
$430K -$62.1K -1,660 -12%
PWS
767
Precision Wealth Strategies
Missouri
$423K -$138K -3,700 -24%
AAMC
768
Asset Allocation & Management Company
Illinois
$421K – – –
CM
769
CastleKnight Management
New York
$421K +$430K +11,500 New
CTA
770
Chesley Taft & Associates
Illinois
$418K -$11.2K -300 -2%
RWM
771
Ritholtz Wealth Management
New York
$416K +$12.3K +330 +3%
ACM
772
Ategra Capital Management
Virginia
$410K – – –
FDCDDQ
773
Federation des caisses Desjardins du Quebec
Quebec, Canada
$408K -$44.9K -1,200 -10%
MIP
774
Marietta Investment Partners
Wisconsin
$408K – – –
SFS
775
Stiles Financial Services
Minnesota
$407K +$41.9K +1,120 +11%
29 30
31
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