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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
851
Barnett & Company
Tennessee
$247K +$282K +8,150 New
SI
852
Shaker Investments
Ohio
$245K – – –
EWM
853
Evercore Wealth Management
New York
$243K – – –
AG
854
Ascent Group
Virginia
$242K -$5.89K -170 -2%
ACM
855
Aquatic Capital Management
Illinois
$242K +$277K +8,000 New
QPW
856
Quantum Private Wealth
Florida
$242K +$277K +8,010 New
GTAM
857
Global Trust Asset Management
Florida
$241K -$6.23K -180 -2%
CMS
858
Capital Market Strategies
Florida
$238K -$16.3K -470 -6%
HNWA
859
Henrickson Nauta Wealth Advisors
Michigan
$238K +$346 +10 +0.1%
OTPPB
860
Ontario Teachers' Pension Plan Board
Ontario, Canada
$238K +$273K +7,880 New
MAM
861
McLean Asset Management
Virginia
$237K -$2.77K -80 -1%
LA
862
Legacy Advisors
Pennsylvania
$237K +$271K +7,820 New
NIMI
863
Natixis Investment Managers International
France
$236K – – –
PPWM
864
Paragon Private Wealth Management
Kentucky
$235K +$267K +7,710 New
VBCG
865
Valley Brook Capital Group
Pennsylvania
$234K – – –
CG
866
Cutler Group
California
$234K +$268K +7,750 New
HT
867
Heritage Trust
Oklahoma
$233K – – –
APP
868
Avantax Planning Partners
Iowa
$232K -$1.73K -50 -0.6%
VFA
869
Values First Advisors
Tennessee
$231K -$19.1K -550 -7%
FAM
870
Flaharty Asset Management
Florida
$226K -$21.1K -610 -8%
AAMC
871
Asset Allocation & Management Company
Illinois
$223K -$143K -4,140 -36%
EWM
872
EPG Wealth Management
Georgia
$223K +$256K +7,380 New
EDRH
873
Edmond de Rothschild Holding
Switzerland
$220K -$1.11M -31,990 -82%
CPA
874
Cardiff Park Advisors
California
$218K -$5.54K -160 -2%
FFM
875
Forum Financial Management
Illinois
$218K – – –
33 34
35
36 37