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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
1001
Unique Wealth Strategies
Illinois
$560K +$593K +8,230 New
CT
1002
Caldwell Trust
Florida
$557K -$1.44K -20 -0.2%
EWS
1003
Evergreen Wealth Solutions
Pennsylvania
$557K -$179K -2,480 -23%
DAS
1004
Diversify Advisory Services
Utah
$555K +$114K +1,580 +24%
CIA
1005
Capital Investment Advisors
Georgia
$553K +$55.5K +770 +10%
SPC
1006
Sigma Planning Corp
Michigan
$552K +$28.8K +400 +5%
VCM
1007
Versant Capital Management
Arizona
$552K +$363K +5,040 +164%
TCA
1008
Transcend Capital Advisors
New Jersey
$549K +$9.36K +130 +2%
TSS
1009
Two Sigma Securities
New York
$545K -$1.24M -17,170 -68%
WAP
1010
Wealthcare Advisory Partners
Pennsylvania
$540K +$10.1K +140 +2%
SYBT
1011
Stock Yards Bank & Trust
Kentucky
$540K -$132K -1,830 -19%
MWM
1012
Mission Wealth Management
California
$537K -$290K -4,020 -34%
AWA
1013
Aaron Wealth Advisors
Illinois
$536K +$268K +3,720 +89%
NPT
1014
Nixon Peabody Trust
Massachusetts
$535K +$59.1K +820 +12%
LAM
1015
Lifestyle Asset Management
Texas
$532K +$285K +3,960 +103%
CFP
1016
Catalyst Financial Partners
Massachusetts
$530K +$18K +250 +3%
RF
1017
Rossby Financial
Florida
$527K +$547K +7,590 New
FWP
1018
FAS Wealth Partners
Kansas
$524K – – –
AIC
1019
Argus Investors Counsel
New York
$523K -$13K -180 -2%
KCM
1020
Kornitzer Capital Management
Kansas
$520K -$529K -7,350 -49%
BC
1021
Barnett & Company
Tennessee
$520K – – –
SFFS
1022
Stonehage Fleming Financial Services
Jersey
$509K -$7.92K -110 -1%
FCA
1023
FLC Capital Advisors
California
$508K – – –
EWM
1024
Evercore Wealth Management
New York
$504K -$7.2K -100 -1%
PVI
1025
Pine Valley Investments
New Jersey
$504K +$32.4K +450 +6%
39 40
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