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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
1651
Transcend Capital Advisors
New Jersey
$294K +$13.2K +90 +5%
SIM
1652
Stratos Investment Management
Ohio
$294K +$27.8K +190 +11%
PWP
1653
Principle Wealth Partners
Connecticut
$292K +$29.3K +200 +11%
HKIMG
1654
Hutchens & Kramer Investment Management Group
Indiana
$290K -$214K -1,460 -43%
PWC
1655
Pathfinder Wealth Consulting
North Carolina
$290K -$49.7K -340 -15%
PSP
1656
Principal Street Partners
Tennessee
$290K – – –
FG
1657
Foster Group
Iowa
$290K +$30.7K +210 +12%
CWA
1658
Consilio Wealth Advisors
Washington
$289K -$2.93K -20 -1%
MNBTD
1659
Moody National Bank Trust Division
Texas
$289K – – –
KW
1660
Keyvantage Wealth
Pennsylvania
$285K -$14.6K -100 -5%
BAM
1661
Berkshire Asset Management
Pennsylvania
$284K – – –
KMWM
1662
Keudell/Morrison Wealth Management
Oregon
$283K – – –
EFSCE
1663
Enterprise Financial Services Corp (EFSC)
Missouri
$283K +$14.6K +100 +5%
PHAM
1664
Palisades Hudson Asset Management
Florida
$282K – – –
1CP
1665
1015 Capital Partners
Pennsylvania
$281K – – –
ICP
1666
Interchange Capital Partners
Pennsylvania
$280K -$57.1K -390 -9%
CICI
1667
Capital Investment Counsel Inc
North Carolina
$280K -$14.6K -100 -5%
Q
1668
QVR
California
$280K +$27.8K +190 +11%
SC
1669
Sepio Capital
Utah
$277K -$49.7K -340 -15%
SEP
1670
Southland Equity Partners
Missouri
$277K +$13.2K +90 +5%
PAS
1671
Parsonex Advisory Services
Colorado
$275K -$871K -5,950 -76%
MWA
1672
Motive Wealth Advisors
Michigan
$275K -$2.93K -20 -1%
NA
1673
Nottingham Advisors
New York
$275K – – –
DLA
1674
Douglas Lane & Associates
New York
$275K -$110K -750 -29%
AM
1675
Atwater Malick
Pennsylvania
$274K – – –
65 66
67
68 69