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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
1676
Parsonex Advisory Services
Colorado
$275K -$871K -5,950 -76%
MWA
1677
Motive Wealth Advisors
Michigan
$275K -$2.93K -20 -1%
NA
1678
Nottingham Advisors
New York
$275K – – –
DLA
1679
Douglas Lane & Associates
New York
$275K -$110K -750 -29%
AM
1680
Atwater Malick
Pennsylvania
$274K – – –
DWS
1681
Dynamic Wealth Strategies
California
$274K -$11.7K -80 -4%
CPW
1682
Crestmont Private Wealth
Texas
$274K – – –
CAM
1683
Cozad Asset Management
Illinois
$272K – – –
SCM
1684
Schnieders Capital Management
California
$272K +$271K +1,850 New
CS
1685
Cannell & Spears
New York
$271K +$269K +1,840 New
WJA
1686
Willis Johnson & Associates
Texas
$270K +$1.46K +10 +0.5%
WMA
1687
Wealth Management Associates
New Jersey
$269K – – –
FWCM
1688
Ferguson Wellman Capital Management
Oregon
$269K +$268K +1,830 New
FAM
1689
Flaharty Asset Management
Florida
$269K -$132K -900 -33%
ICP
1690
Impact Capital Partners
Colorado
$268K – – –
SMA
1691
Seven Mile Advisory
New Jersey
$268K -$259K -1,770 -49%
JWBC
1692
John W. Bristol & Co
New York
$268K – – –
IIC
1693
Integrated Investment Consultants
Michigan
$268K +$1.46K +10 +0.6%
FFA
1694
Fi3 Financial Advisors
Indiana
$265K +$14.6K +100 +6%
BHC
1695
Bull Harbor Capital
Maryland
$265K +$263K +1,800 New
WW
1696
Westshore Wealth
California
$264K – – –
SP
1697
Stonebrook Private
Michigan
$262K +$19K +130 +8%
RF
1698
RHS Financial
California
$262K -$71.7K -490 -22%
CP
1699
Canopy Partners
Ohio
$262K +$260K +1,780 New
XF
1700
XML Financial
Maryland
$262K +$260K +1,780 New
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