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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
1701
Palisades Hudson Asset Management
Florida
$579K – – –
SC
1702
Sepio Capital
Utah
$576K +$5.96K +30 +2%
SP
1703
Stonebrook Private
Michigan
$576K +$25.8K +130 +7%
PAW
1704
Plan A Wealth
Nebraska
$574K +$28K +141 +8%
SA
1705
Sovran Advisors
California
$572K +$23.8K +120 +4%
SEP
1706
Southland Equity Partners
Missouri
$569K +$1.39K +7 +0.4%
TAM
1707
Titleist Asset Management
Texas
$568K -$39.3K -198 -10%
1CP
1708
1015 Capital Partners
Pennsylvania
$567K -$6.15K -31 -2%
AM
1709
Atwater Malick
Pennsylvania
$565K +$2.78K +14 +0.8%
PCM
1710
Poehling Capital Management
Wisconsin
$564K -$675K -3,400 -65%
WRPWM
1711
Werba Rubin Papier Wealth Management
California
$563K -$269K -1,355 -42%
VVP
1712
Venture Visionary Partners
Ohio
$560K +$20.8K +105 +6%
CAM
1713
Cozad Asset Management
Illinois
$558K – – –
JTWM
1714
Jackson Thornton Wealth Management
Alabama
$558K +$367K +1,850 New
PCP
1715
Panoramic Capital Partners
Oregon
$558K -$91.5K -461 -20%
TAM
1716
Tocqueville Asset Management
New York
$557K +$58.6K +295 +19%
CS
1717
Cannell & Spears
New York
$555K – – –
VCM
1718
Virtue Capital Management
Tennessee
$552K +$363K +1,831 New
JWBC
1719
John W. Bristol & Co
New York
$549K – – –
VT
1720
Volterra Technologies
New York
$549K +$361K +1,818 New
AWP
1721
Abacus Wealth Partners
California
$547K -$96.9K -488 -21%
CP
1722
Canopy Partners
Ohio
$546K +$5.96K +30 +2%
TWM
1723
TSA Wealth Management
Texas
$546K +$359K +1,810 New
TCM
1724
Teza Capital Management
Illinois
$545K +$359K +1,808 New
BWM
1725
BlackDiamond Wealth Management
New York
$544K +$150K +754 +36%
67 68
69
70 71