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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1801
Verus Capital Partners
Arizona
$206K +$205K +1,400 New
GKIM
1802
GW&K Investment Management
Massachusetts
$205K +$5.85K +40 +3%
WA
1803
Waystone Advisors
Washington
$205K +$203K +1,390 New
WMA
1804
West Michigan Advisors
Michigan
$205K -$243K -1,660 -54%
AAS
1805
Annex Advisory Services
Wisconsin
$205K +$203K +1,390 New
LWM
1806
LeConte Wealth Management
Tennessee
$205K +$203K +1,390 New
FNT
1807
First National Trust
Pennsylvania
$205K +$203K +1,390 New
SA
1808
Skyline Advisors
Washington
$204K +$202K +1,380 New
LCG
1809
Lynx Capital Group
Ohio
$203K +$202K +1,380 New
SIA
1810
Sit Investment Associates
Minnesota
$203K -$17.6K -120 -8%
NWM
1811
Northwest Wealth Management
Iowa
$202K +$200K +1,370 New
VWM
1812
Vigilare Wealth Management
Arizona
$202K +$200K +1,370 New
CG
1813
Clarus Group
Texas
$200K +$199K +1,360 New
QWM
1814
Quaker Wealth Management
New Jersey
$191K +$138K +940 +261%
WAG
1815
Wilkerson Advisory Group
Missouri
$190K +$167K +1,140 +760%
ORAM
1816
One River Asset Management
Connecticut
$188K +$187K +1,280 New
SN
1817
Sittner & Nelson
Oregon
$187K – – –
TFA
1818
Transamerica Financial Advisors
Florida
$186K -$90.7K -620 -33%
HWA
1819
Heritage Wealth Advisors
Virginia
$184K – – –
MSWM
1820
Mowery & Schoenfeld Wealth Management
Illinois
$180K – – –
KFI
1821
Key Financial Inc
Pennsylvania
$180K -$17.6K -120 -9%
PB
1822
Pinnacle Bancorp
Nebraska
$178K – – –
SAS
1823
Stelac Advisory Services
New York
$177K -$51.2K -350 -23%
AIM
1824
Anchor Investment Management
South Carolina
$177K – – –
UCB
1825
United Community Bank
South Carolina
$174K +$52.7K +360 +44%
71 72
73
74 75