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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1251
Kingswood Wealth Advisors
California
$769K +$320K +2,190 +72%
RFO
1252
RiverGlades Family Offices
Florida
$766K +$761K +5,200 New
ML
1253
McAdam LLC
Pennsylvania
$764K +$234K +1,600 +45%
ANTB
1254
AMG National Trust Bank
Colorado
$763K +$71.7K +490 +10%
WC
1255
Waterloo Capital
Texas
$763K +$190K +1,300 +34%
CCC
1256
Chesapeake Capital Corp
Florida
$761K – – –
BFG
1257
Beacon Financial Group
Texas
$761K +$20.5K +140 +3%
SAM
1258
Synergy Asset Management
Washington
$761K +$756K +5,170 New
VV
1259
Verity & Verity
South Carolina
$760K -$110K -750 -13%
DWAM
1260
Duncan Williams Asset Management
Tennessee
$758K +$753K +5,150 New
TPI
1261
Trust Point Inc
Wisconsin
$755K +$21.9K +150 +3%
OL
1262
Optas LLC
Texas
$754K -$51.2K -350 -6%
WAOTB
1263
Wealth Advisors of Tampa Bay
Florida
$751K – – –
EW
1264
Evoke Wealth
California
$750K +$67.3K +460 +10%
ATS
1265
Ashton Thomas Securities
New York
$749K -$52.7K -360 -7%
TWIM
1266
TIAA Wealth Investment Management
New York
$746K +$742K +5,070 New
LAM
1267
Lifestyle Asset Management
Texas
$745K -$146K -1,000 -17%
NAAA
1268
New Age Alpha Advisors
New York
$745K -$17.6K -120 -2%
NRC
1269
New Republic Capital
North Carolina
$745K -$429K -2,930 -37%
MAWA
1270
Moss Adams Wealth Advisors
Washington
$744K +$14.6K +100 +2%
FNB
1271
Farmers National Bank
Kentucky
$741K -$61.4K -420 -8%
CC
1272
Courier Capital
New York
$741K – – –
TPWA
1273
Twin Peaks Wealth Advisors
California
$738K -$8.78K -60 -1%
VFA
1274
Valeo Financial Advisors
Indiana
$737K -$1.19M -8,160 -62%
CMAI
1275
Capital Management Associates Inc
Minnesota
$736K – – –
49 50
51
52 53