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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1251
MSH Capital Advisors
Arizona
$218K -$229K -3,570 -53%
BWAM
1252
Boyd Watterson Asset Management
Ohio
$216K – – –
LA
1253
Latitude Advisors
Florida
$214K +$197K +3,070 New
AC
1254
Abbrea Capital
California
$214K +$197K +3,070 New
LAM
1255
Lifestyle Asset Management
Texas
$212K +$195K +3,030 New
KFS
1256
Kelly Financial Services
Massachusetts
$211K – – –
PCMC
1257
Paragon Capital Management (Colorado)
Colorado
$211K +$194K +3,020 New
LD
1258
Lipe & Dalton
New York
$210K +$193K +3,000 New
HFAS
1259
Hummer Financial Advisory Services
Illinois
$210K +$193K +3,000 New
PL
1260
Plancorp LLC
Missouri
$210K +$193K +3,000 New
SW
1261
Solidarity Wealth
Utah
$210K +$193K +3,000 New
CIP
1262
Convergence Investment Partners
Florida
$209K +$192K +2,990 New
MA
1263
Montag & Associates
Georgia
$209K – – –
BAAM
1264
Baker Avenue Asset Management
California
$209K +$192K +2,990 New
CWS
1265
Confluence Wealth Services
Pennsylvania
$209K +$192K +2,990 New
PFGIA
1266
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$192K +2,990 New
QPWM
1267
Quadrant Private Wealth Management
Pennsylvania
$208K +$191K +2,980 New
VCM
1268
Virtue Capital Management
Tennessee
$208K +$197K +3,060 New
AWCI
1269
Alpine Woods Capital Investors
New York
$207K +$193K +3,000 New
SCP
1270
Sivia Capital Partners
California
$206K +$189K +2,950 New
DWS
1271
Dynamic Wealth Strategies
California
$206K -$1.28K -20 -0.7%
NFSG
1272
Newbridge Financial Services Group
Florida
$206K -$703K -10,940 -79%
BWP
1273
BSW Wealth Partners
Colorado
$205K +$188K +2,930 New
TAM
1274
Trillium Asset Management
Massachusetts
$204K +$188K +2,920 New
FWA
1275
FSM Wealth Advisors
Ohio
$204K +$188K +2,920 New
49 50
51
52 53