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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
1351
Gries Financial
Ohio
$253K +$213K +2,830 New
FAM
1352
Flaharty Asset Management
Florida
$253K – – –
VCM
1353
Virtue Capital Management
Tennessee
$252K -$129K -1,710 -38%
CIS
1354
Custom Index Systems
New York
$252K -$20.3K -270 -9%
OWM
1355
Orca Wealth Management
Florida
$252K -$39.9K -530 -16%
KAM
1356
Knightsbridge Asset Management
California
$251K +$211K +2,800 New
CPC
1357
Cookson Peirce & Co
Pennsylvania
$250K -$755K -10,040 -78%
SWM
1358
Segment Wealth Management
Texas
$249K +$209K +2,780 New
RFS
1359
Richardson Financial Services
Massachusetts
$249K +$11.3K +150 +6%
UWPG
1360
Ullmann Wealth Partners Group
Florida
$248K +$208K +2,770 New
VHAM
1361
Van Hulzen Asset Management
California
$248K +$208K +2,770 New
MA
1362
MONECO Advisors
Connecticut
$246K -$38.4K -510 -16%
BWM
1363
Brickley Wealth Management
California
$245K +$206K +2,740 New
AWCI
1364
Alpine Woods Capital Investors
New York
$245K +$205K +2,730 New
BAM
1365
Boyar Asset Management
New York
$245K +$205K +2,730 New
NAS
1366
Nicolet Advisory Services
Wisconsin
$244K +$207K +2,750 New
FFC
1367
First Financial Corp
Indiana
$244K – – –
SS
1368
Sunbelt Securities
Texas
$242K +$752 +10 +0.3%
B
1369
BetterWealth
California
$240K -$138K -1,840 -41%
RBFC
1370
Roman Butler Fullerton & Co
Missouri
$239K +$199K +2,650 New
CAM
1371
Claret Asset Management
Quebec, Canada
$239K +$201K +2,670 New
OWM
1372
OneAscent Wealth Management
Alabama
$239K +$201K +2,670 New
BCM
1373
Brookstone Capital Management
Illinois
$239K +$201K +2,670 New
CAM
1374
Cozad Asset Management
Illinois
$237K +$199K +2,650 New
WSWA
1375
Warren Street Wealth Advisors
California
$236K +$199K +2,640 New
53 54
55
56 57