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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
976
Alpha Omega Wealth Management
Virginia
$616K -$196K -2,720 -23%
AAP
977
Arax Advisory Partners
Colorado
$612K -$69.2K -960 -10%
VI
978
Versor Investments
New York
$606K -$158K -2,200 -20%
OFS
979
OneAscent Financial Services
Alabama
$606K +$643K +8,920 New
YMRC
980
Yorktown Management & Research Company
Virginia
$605K – – –
CPRC
981
Consolidated Portfolio Review Corp
New York
$600K +$40.3K +560 +7%
SMA
982
Sage Mountain Advisors
Georgia
$599K +$97.2K +1,350 +18%
VA
983
Valmark Advisers
Ohio
$596K +$23.1K +320 +4%
PI
984
PFG Investments
New York
$595K +$3.6K +50 +0.6%
EFL
985
ERn Financial LLC
Wisconsin
$595K -$63.4K -880 -9%
CFAM
986
Center For Asset Management
Florida
$590K -$23.1K -320 -4%
MWM
987
MorganRosel Wealth Management
Colorado
$583K -$342K -4,750 -36%
GAM
988
Griffin Asset Management
New York
$581K – – –
MA
989
MJP Associates
Connecticut
$579K +$48.3K +670 +9%
ST
990
Smithfield Trust
Pennsylvania
$579K – – –
CC
991
Centiva Capital
New York
$577K +$284K +3,940 +87%
KCM
992
Kathmere Capital Management
Pennsylvania
$576K +$23.8K +330 +4%
RFG
993
Range Financial Group
Oregon
$576K +$135K +1,870 +28%
SSWM
994
Smith Salley Wealth Management
North Carolina
$575K -$197K -2,730 -24%
GWM
995
Geneos Wealth Management
Colorado
$574K -$5.58M -77,470 -90%
AWM
996
Aries Wealth Management
Maine
$572K – – –
CNBT
997
Canandaigua National Bank & Trust
New York
$570K -$20.2K -280 -3%
VWM
998
Valley Wealth Managers
New Jersey
$568K +$24.5K +340 +4%
AAM
999
Auxier Asset Management
Oregon
$568K – – –
NAM
1000
NorthCrest Asset Manangement
Minnesota
$566K +$58.3K +810 +11%
38 39
40
41 42