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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAMC
776
Asset Allocation & Management Company
Illinois
$367K – – –
SFA
777
Sequoia Financial Advisors
Ohio
$367K +$75.7K +2,250 +24%
SFS
778
Stiles Financial Services
Minnesota
$365K +$11.4K +340 +3%
FM
779
Foster & Motley
Ohio
$358K -$88.1K -2,620 -19%
ACM
780
Ategra Capital Management
Virginia
$357K – – –
FPS
781
Fieldpoint Private Securities
Connecticut
$352K -$516K -15,350 -58%
SWA
782
SFMG Wealth Advisors
Texas
$352K +$672 +20 +0.2%
PWLP
783
Prio Wealth Limited Partnership
Massachusetts
$346K – – –
GWS
784
Glassman Wealth Services
Virginia
$345K +$7.4K +220 +2%
WAG
785
Winthrop Advisory Group
Massachusetts
$342K -$11.1K -330 -3%
HCM
786
Howland Capital Management
Massachusetts
$341K – – –
AIA
787
AIMZ Investment Advisors
California
$337K – – –
AAS
788
Avantax Advisory Services
Texas
$335K +$12.4K +370 +4%
MMA
789
Miracle Mile Advisors
California
$333K +$10.4K +310 +3%
PWPS
790
Pinnacle Wealth Planning Services
Ohio
$333K +$165K +4,900 +88%
AA
791
ALPS Advisors
Colorado
$331K -$3.7K -110 -1%
FMLI
792
Fukoku Mutual Life Insurance
Japan
$329K – – –
FFA
793
Fragasso Financial Advisors
Pennsylvania
$329K +$336 +10 +0.1%
PCM
794
Palisade Capital Management
New Jersey
$327K – – –
SIM
795
Sentry Investment Management
Wisconsin
$324K -$66.6K -1,980 -16%
GIA
796
Gateway Investment Advisers
Ohio
$320K +$7.73K +230 +2%
EWA
797
Encompass Wealth Advisors
Oregon
$319K – – –
AAP
798
Ardsley Advisory Partners
Connecticut
$319K +$336K +10,000 New
LAI
799
Legal Advantage Investments
California
$319K +$336K +10,000 New
TI
800
Telemetry Investments
New York
$319K +$336K +10,000 New
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