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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
876
Concourse Financial Group Securities
Alabama
$254K -$47.9K -1,280 -16%
SSG
877
Summit Securities Group
New York
$249K -$856K -22,900 -77%
PTC
878
Private Trust Company
Ohio
$249K -$456K -12,200 -64%
MWPCG
879
Measured Wealth Private Client Group
New Hampshire
$248K +$254K +6,780 New
NFP
880
Narus Financial Partners
Utah
$246K +$252K +6,730 New
GTAM
881
Global Trust Asset Management
Florida
$246K +$145K +3,870 +135%
WWM
882
Wolff Wiese Magana
California
$241K -$9.35K -250 -4%
SAM
883
SP Asset Management
California
$239K – – –
GWM
884
Greenwich Wealth Management
Connecticut
$238K -$11.6K -310 -5%
ERWM
885
Elk River Wealth Management
Colorado
$238K – – –
HCM
886
Hollencrest Capital Management
California
$238K – – –
PWM
887
Perigon Wealth Management
California
$237K +$8.98K +240 +4%
BWG
888
Beta Wealth Group
California
$236K – – –
UCFA
889
United Capital Financial Advisors
Texas
$236K +$5.24K +140 +2%
HT
890
Heritage Trust
Oklahoma
$236K +$241K +6,440 New
FP
891
Foundry Partners
Minnesota
$233K -$45.6K -1,220 -16%
FWCM
892
Ferguson Wellman Capital Management
Oregon
$231K +$1.12K +30 +0.5%
HTC
893
Haverford Trust Company
Pennsylvania
$229K +$234K +6,260 New
MYLI
894
Meiji Yasuda Life Insurance
Japan
$228K +$233K +6,230 New
VAM
895
Verity Asset Management
North Carolina
$227K +$53.1K +1,420 +30%
KWM
896
Kolinsky Wealth Management
New Jersey
$226K +$374 +10 +0.2%
DBT
897
Dubuque Bank & Trust
Iowa
$223K -$1.87K -50 -0.8%
IA
898
Inspire Advisors
Idaho
$221K -$180K -4,810 -44%
PA
899
Probity Advisors
Texas
$221K -$374 -10 -0.2%
WAS
900
Winch Advisory Services
Wisconsin
$221K -$374 -10 -0.2%
34 35
36
37 38