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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
1001
Psagot Value Holdings
Israel
$279K +$3.36K +70 +1%
DMBA
1002
Deseret Mutual Benefit Administrators
Utah
$278K -$20.1K -420 -6%
GCMG
1003
Gyroscope Capital Management Group
Florida
$278K +$291K +6,060 New
WAS
1004
Winch Advisory Services
Wisconsin
$276K – – –
WA
1005
WBH Advisory
Maryland
$276K -$48K -1,000 -14%
CWA
1006
CJM Wealth Advisers
Virginia
$275K – – –
CPC
1007
Consolidated Planning Corp
Georgia
$275K +$20.1K +420 +8%
NL
1008
NWAM LLC
Washington
$274K +$287K +5,980 New
PP
1009
Paloma Partners
Connecticut
$273K +$286K +5,960 New
MBT
1010
Montecito Bank & Trust
California
$272K +$6.24K +130 +2%
PTC
1011
Private Trust Company
Ohio
$272K +$17.3K +360 +6%
APP
1012
Avantax Planning Partners
Iowa
$269K -$87.8K -1,830 -24%
CL
1013
Choreo LLC
Illinois
$268K +$2.88K +60 +1%
CFG
1014
Citizens Financial Group
Rhode Island
$264K +$276K +5,760 New
BWG
1015
Beta Wealth Group
California
$264K – – –
FFA
1016
First Foundation Advisors
California
$259K -$29.3K -610 -10%
GBT
1017
Grove Bank & Trust
Florida
$258K – – –
PTC
1018
Philadelphia Trust Company
Pennsylvania
$257K – – –
CC
1019
Courier Capital
New York
$257K – – –
TCWM
1020
Total Clarity Wealth Management
Illinois
$256K +$268K +5,580 New
EH
1021
Equitable Holdings
New York
$255K +$1.92K +40 +0.7%
TCM
1022
Telos Capital Management
California
$253K +$1.92K +40 +0.7%
MCM
1023
MV Capital Management
Maryland
$253K +$7.19K +150 +3%
CIA
1024
Choate Investment Advisors
Massachusetts
$253K +$264K +5,510 New
BEAM
1025
Baker Ellis Asset Management
Washington
$252K – – –
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