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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1301
Occidental Asset Management
California
$284K +$238K +3,170 New
DLA
1302
Douglas Lane & Associates
New York
$284K – – –
PFM
1303
Patton Fund Management
Texas
$283K +$238K +3,160 New
HAM
1304
Harmony Asset Management
Arizona
$283K – – –
1C
1305
111 Capital
France
$281K +$236K +3,140 New
MCWS
1306
McKinley Carter Wealth Services
West Virginia
$279K +$752 +10 +0.3%
CT
1307
Chicago Trust
Illinois
$279K +$234K +3,110 New
SF
1308
Symphony Financial
Texas
$278K +$1.56M +20,750 New
BAM
1309
Blueshift Asset Management
New Jersey
$278K +$233K +3,100 New
WFG
1310
Wormser Freres Gestion
France
$278K +$1.5K +20 +0.6%
MWP
1311
Meriwether Wealth & Planning
Louisiana
$277K -$752 -10 -0.3%
SIS
1312
Sound Income Strategies
Florida
$276K +$35.4K +470 +18%
WF
1313
Welch & Forbes
Massachusetts
$275K -$41.4K -550 -15%
FSA
1314
Franklin Street Advisors
North Carolina
$273K -$3.76K -50 -2%
SAG
1315
SageView Advisory Group
California
$272K -$102K -1,360 -32%
MPPLM
1316
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$271K -$752 -10 -0.3%
KFS
1317
Kelly Financial Services
Massachusetts
$271K – – –
SCM
1318
Stonehearth Capital Management
Massachusetts
$271K -$2.26K -30 -1%
PCMC
1319
Paragon Capital Management (Colorado)
Colorado
$271K – – –
PFA
1320
Pure Financial Advisors
California
$271K +$227K +3,020 New
CA
1321
CSM Advisors
Pennsylvania
$270K +$4.51K +60 +2%
WSFG
1322
Wall Street Financial Group
Illinois
$270K +$226K +3,010 New
LD
1323
Lipe & Dalton
New York
$269K – – –
AIM
1324
AHL Investment Management
Florida
$269K -$56.4K -750 -20%
HFAS
1325
Hummer Financial Advisory Services
Illinois
$269K – – –
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