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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIS
876
Morningstar Investment Services
Illinois
$295K +$264K +6,850 New
GWM
877
Greenwich Wealth Management
Connecticut
$292K -$208K -5,380 -44%
QCG
878
Quadrant Capital Group
Ohio
$290K -$12.3K -320 -5%
WSTAM
879
Wilbanks Smith & Thomas Asset Management
Virginia
$286K -$5.79K -150 -2%
BWP
880
Baldwin Wealth Partners
Massachusetts
$286K – – –
ACM
881
AlphaStar Capital Management
North Carolina
$284K +$246K +6,380 New
VA
882
Valmark Advisers
Ohio
$284K +$255K +6,600 New
AIA
883
Angeles Investment Advisors
California
$284K +$255K +6,610 New
RFG
884
Range Financial Group
Oregon
$283K -$5.02K -130 -2%
HCM
885
Hollencrest Capital Management
California
$280K +$252K +6,520 New
ERWM
886
Elk River Wealth Management
Colorado
$279K – – –
FC
887
Forte Capital
New York
$276K -$22.4K -580 -8%
TCOT
888
Trust Company of Toledo
Ohio
$276K +$10.8K +280 +5%
FRM
889
Fox Run Management
Connecticut
$275K -$72.2K -1,870 -23%
KMWM
890
Keudell/Morrison Wealth Management
Oregon
$274K -$49K -1,270 -17%
PI
891
Putnam Investments
Massachusetts
$274K -$4.63K -120 -2%
UCFA
892
United Capital Financial Advisors
Texas
$271K +$3.86K +100 +2%
FWCM
893
Ferguson Wellman Capital Management
Oregon
$270K – – –
RCAG
894
Rehmann Capital Advisory Group
Michigan
$269K -$9.26K -240 -4%
MSR
895
Main Street Research
Connecticut
$269K -$35.1K -910 -13%
PWM
896
Perigon Wealth Management
California
$268K +$9.65K +250 +4%
DBT
897
Dubuque Bank & Trust
Iowa
$265K – – –
KWM
898
Kolinsky Wealth Management
New Jersey
$265K +$238K +6,170 New
TA
899
TFG Advisers
Michigan
$263K +$236K +6,110 New
PA
900
Probity Advisors
Texas
$260K -$1.16K -30 -0.5%
34 35
36
37 38