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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
926
Cedar Brook Financial Partners
Ohio
$352K -$5.43K -130 -2%
FFM
927
Forum Financial Management
Illinois
$352K +$2.51K +60 +0.8%
MCA
928
MSH Capital Advisors
Arizona
$351K -$114K -2,740 -27%
SPC
929
Sigma Planning Corp
Michigan
$350K -$836 -20 -0.3%
TIA
930
Tiemann Investment Advisors
California
$350K -$12.5K -300 -4%
C
931
Certuity
Florida
$349K +$301K +7,210 New
TWA
932
Tandem Wealth Advisors
Arizona
$349K +$83.1K +1,990 +38%
DLA
933
Douglas Lane & Associates
New York
$347K +$299K +7,150 New
AAS
934
Annex Advisory Services
Wisconsin
$345K – – –
JF
935
Jump Financial
Illinois
$344K +$297K +7,100 New
HNWA
936
Henrickson Nauta Wealth Advisors
Michigan
$343K – – –
WA
937
WBH Advisory
Maryland
$340K – – –
ACA
938
Affinity Capital Advisors
California
$340K – – –
VFA
939
Valeo Financial Advisors
Indiana
$338K +$33.8K +810 +13%
PFBT
940
Parkside Financial Bank & Trust
Missouri
$338K -$80.2K -1,920 -22%
FC
941
Forte Capital
New York
$335K – – –
TCOV
942
Trust Company of Vermont
Vermont
$335K +$4.18K +100 +1%
BJL
943
Brighton Jones LLC
Washington
$332K +$286K +6,850 New
CI
944
CX Institutional
Indiana
$332K +$15.9K +380 +6%
NAM
945
NorthCrest Asset Manangement
Minnesota
$331K +$33K +790 +13%
NFC
946
Northeast Financial Consultants
Connecticut
$331K +$836 +20 +0.3%
SWM
947
Shelton Wealth Management
Texas
$329K -$4.6K -110 -2%
WCM
948
Whitener Capital Management
North Carolina
$327K – – –
QCG
949
Quadrant Capital Group
Ohio
$327K -$4.6K -110 -2%
SMA
950
Sage Mountain Advisors
Georgia
$325K +$1.67K +40 +0.6%
36 37
38
39 40