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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1701
Amicus Financial Advisors
Texas
$256K – – –
LFS
1702
Legacy Financial Strategies
Kansas
$255K +$7.32K +50 +3%
BFG
1703
Birch Financial Group
New Hampshire
$255K -$4.39K -30 -2%
GT
1704
Glenview Trust
Kentucky
$255K +$253K +1,730 New
PCM
1705
Polymer Capital Management
New York
$253K -$1.25M -8,560 -83%
ITG
1706
Index Technologies Group
New York
$253K – – –
VFG
1707
Victory Financial Group
Texas
$253K +$252K +1,720 New
MAM
1708
Martingale Asset Management
Massachusetts
$252K – – –
CIM
1709
Capital Investment Management
Missouri
$252K +$7.32K +50 +3%
HPM
1710
Hoxton Planning & Management
West Virginia
$252K – – –
AWA
1711
Aletheian Wealth Advisors
Washington
$252K +$250K +1,710 New
CCG
1712
Cypress Capital Group
Florida
$252K +$250K +1,710 New
TWM
1713
Triton Wealth Management
Arizona
$251K – – –
ARC
1714
Advisor Resource Council
Texas
$250K – – –
AIFAIM
1715
American Institute for Advanced Investment Management
Arizona
$250K – – –
WSCM
1716
Wellington Shields Capital Management
New York
$250K – – –
SA
1717
Stewardship Advisors
Pennsylvania
$250K +$249K +1,700 New
RDWM
1718
Red Door Wealth Management
Tennessee
$249K +$247K +1,690 New
SP
1719
Symmetry Partners
Connecticut
$248K +$247K +1,690 New
VC
1720
Vicus Capital
Pennsylvania
$248K +$246K +1,680 New
CCFM
1721
Clear Creek Financial Management
Washington
$248K +$246K +1,680 New
GFWA
1722
Grey Fox Wealth Advisors
Delaware
$248K – – –
WE
1723
Wealth Effects
Massachusetts
$247K – – –
DBRC
1724
D.B. Root & Company
Pennsylvania
$247K +$246K +1,680 New
TAM
1725
Trillium Asset Management
Massachusetts
$247K +$4.39K +30 +2%
67 68
69
70 71