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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Crumly & Associates
Illinois
$281K +$294K +6,130 New
PVH
1002
Psagot Value Holdings
Israel
$279K +$3.36K +70 +1%
DMBA
1003
Deseret Mutual Benefit Administrators
Utah
$278K -$20.1K -420 -6%
GCMG
1004
Gyroscope Capital Management Group
Florida
$278K +$291K +6,060 New
WAS
1005
Winch Advisory Services
Wisconsin
$276K – – –
WA
1006
WBH Advisory
Maryland
$276K -$48K -1,000 -14%
CWA
1007
CJM Wealth Advisers
Virginia
$275K – – –
CPC
1008
Consolidated Planning Corp
Georgia
$275K +$20.1K +420 +8%
NL
1009
NWAM LLC
Washington
$274K +$287K +5,980 New
PP
1010
Paloma Partners
Connecticut
$273K +$286K +5,960 New
MBT
1011
Montecito Bank & Trust
California
$272K +$6.24K +130 +2%
PTC
1012
Private Trust Company
Ohio
$272K +$17.3K +360 +6%
APP
1013
Avantax Planning Partners
Iowa
$269K -$87.8K -1,830 -24%
CL
1014
Choreo LLC
Illinois
$268K +$2.88K +60 +1%
CFG
1015
Citizens Financial Group
Rhode Island
$264K +$276K +5,760 New
BWG
1016
Beta Wealth Group
California
$264K – – –
FFA
1017
First Foundation Advisors
California
$259K -$29.3K -610 -10%
GBT
1018
Grove Bank & Trust
Florida
$258K – – –
PTC
1019
Philadelphia Trust Company
Pennsylvania
$257K – – –
CC
1020
Courier Capital
New York
$257K – – –
TCWM
1021
Total Clarity Wealth Management
Illinois
$256K +$268K +5,580 New
EH
1022
Equitable Holdings
New York
$255K +$1.92K +40 +0.7%
TCM
1023
Telos Capital Management
California
$253K +$1.92K +40 +0.7%
MCM
1024
MV Capital Management
Maryland
$253K +$7.19K +150 +3%
CIA
1025
Choate Investment Advisors
Massachusetts
$253K +$264K +5,510 New
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