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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1251
Latitude Advisors
Florida
$214K +$197K +3,070 New
AC
1252
Abbrea Capital
California
$214K +$197K +3,070 New
LAM
1253
Lifestyle Asset Management
Texas
$212K +$195K +3,030 New
KFS
1254
Kelly Financial Services
Massachusetts
$211K – – –
PCMC
1255
Paragon Capital Management (Colorado)
Colorado
$211K +$194K +3,020 New
LD
1256
Lipe & Dalton
New York
$210K +$193K +3,000 New
HFAS
1257
Hummer Financial Advisory Services
Illinois
$210K +$193K +3,000 New
PL
1258
Plancorp LLC
Missouri
$210K +$193K +3,000 New
SW
1259
Solidarity Wealth
Utah
$210K +$193K +3,000 New
CIP
1260
Convergence Investment Partners
Florida
$209K +$192K +2,990 New
MA
1261
Montag & Associates
Georgia
$209K – – –
BAAM
1262
Baker Avenue Asset Management
California
$209K +$192K +2,990 New
CWS
1263
Confluence Wealth Services
Pennsylvania
$209K +$192K +2,990 New
PFGIA
1264
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$192K +2,990 New
QPWM
1265
Quadrant Private Wealth Management
Pennsylvania
$208K +$191K +2,980 New
VCM
1266
Virtue Capital Management
Tennessee
$208K +$197K +3,060 New
AWCI
1267
Alpine Woods Capital Investors
New York
$207K +$193K +3,000 New
SCP
1268
Sivia Capital Partners
California
$206K +$189K +2,950 New
DWS
1269
Dynamic Wealth Strategies
California
$206K -$1.28K -20 -0.7%
NFSG
1270
Newbridge Financial Services Group
Florida
$206K -$703K -10,940 -79%
BWP
1271
BSW Wealth Partners
Colorado
$205K +$188K +2,930 New
TAM
1272
Trillium Asset Management
Massachusetts
$204K +$188K +2,920 New
FWA
1273
FSM Wealth Advisors
Ohio
$204K +$188K +2,920 New
OWA
1274
Octavia Wealth Advisors
Ohio
$203K -$43K -670 -19%
CAM
1275
Cidel Asset Management
Ontario, Canada
$203K +$187K +2,910 New
49 50
51
52 53