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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1351
Pinion Investment Advisors
Kansas
$253K -$54.9K -730 -21%
GF
1352
Gries Financial
Ohio
$253K +$213K +2,830 New
FAM
1353
Flaharty Asset Management
Florida
$253K – – –
VCM
1354
Virtue Capital Management
Tennessee
$252K -$129K -1,710 -38%
CIS
1355
Custom Index Systems
New York
$252K -$20.3K -270 -9%
OWM
1356
Orca Wealth Management
Florida
$252K -$39.9K -530 -16%
KAM
1357
Knightsbridge Asset Management
California
$251K +$211K +2,800 New
CPC
1358
Cookson Peirce & Co
Pennsylvania
$250K -$755K -10,040 -78%
SWM
1359
Segment Wealth Management
Texas
$249K +$209K +2,780 New
RFS
1360
Richardson Financial Services
Massachusetts
$249K +$11.3K +150 +6%
UWPG
1361
Ullmann Wealth Partners Group
Florida
$248K +$208K +2,770 New
VHAM
1362
Van Hulzen Asset Management
California
$248K +$208K +2,770 New
MA
1363
MONECO Advisors
Connecticut
$246K -$38.4K -510 -16%
BWM
1364
Brickley Wealth Management
California
$245K +$206K +2,740 New
AWCI
1365
Alpine Woods Capital Investors
New York
$245K +$205K +2,730 New
BAM
1366
Boyar Asset Management
New York
$245K +$205K +2,730 New
NAS
1367
Nicolet Advisory Services
Wisconsin
$244K +$207K +2,750 New
FFC
1368
First Financial Corp
Indiana
$244K – – –
SS
1369
Sunbelt Securities
Texas
$242K +$752 +10 +0.3%
B
1370
BetterWealth
California
$240K -$138K -1,840 -41%
RBFC
1371
Roman Butler Fullerton & Co
Missouri
$239K +$199K +2,650 New
CAM
1372
Claret Asset Management
Quebec, Canada
$239K +$201K +2,670 New
OWM
1373
OneAscent Wealth Management
Alabama
$239K +$201K +2,670 New
BCM
1374
Brookstone Capital Management
Illinois
$239K +$201K +2,670 New
CAM
1375
Cozad Asset Management
Illinois
$237K +$199K +2,650 New
53 54
55
56 57