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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
1251
Roehl & Yi Investment Advisors
Oregon
$231K +$247K +3,660 New
PCS
1252
Personal CFO Solutions
New Jersey
$230K -$35.1K -520 -13%
SB
1253
Sunflower Bank
Texas
$229K +$246K +3,640 New
OL
1254
Optas LLC
Texas
$229K +$29.7K +440 +14%
HC
1255
Hamilton Capital
Ohio
$229K +$246K +3,640 New
ICP
1256
Interchange Capital Partners
Pennsylvania
$229K -$53.4K -790 -18%
WF
1257
Welch & Forbes
Massachusetts
$228K +$4.73K +70 +2%
HT
1258
Heritage Trust
Oklahoma
$228K +$245K +3,620 New
CWM
1259
Cornerstone Wealth Management
Missouri
$226K -$23.7K -350 -9%
MW
1260
Marcum Wealth
Ohio
$226K -$16.9K -250 -7%
SAF
1261
Smith Anglin Financial
Texas
$226K -$16.2K -240 -6%
AFW
1262
Avantra Family Wealth
Pennsylvania
$226K +$242K +3,580 New
PCH
1263
PGIM Custom Harvest
New Jersey
$224K +$241K +3,560 New
OL
1264
OneFund LLC
Florida
$224K +$2.03K +30 +0.9%
FAM
1265
Flaharty Asset Management
Florida
$223K +$676 +10 +0.3%
CCB
1266
Cutter & Co Brokerage
Missouri
$223K – – –
VPI
1267
Value Partners Investments
Manitoba, Canada
$222K +$166K +2,450 New
PIA
1268
Pinion Investment Advisors
Kansas
$222K – – –
VCM
1269
Virtue Capital Management
Tennessee
$222K +$13.5K +200 +6%
HIM
1270
Hanlon Investment Management
New Jersey
$221K -$954K -14,120 -80%
AWM
1271
Angeles Wealth Management
California
$220K -$90.6K -1,340 -28%
FUBT
1272
First United Bank & Trust
Maryland
$219K – – –
AIM
1273
Aigen Investment Management
New York
$218K -$1.08M -16,010 -82%
BFC
1274
Blue Fin Capital
Rhode Island
$217K -$12.2K -180 -5%
GA
1275
Geller Advisors
New York
$217K +$2.03K +30 +0.9%
49 50
51
52 53