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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1826
AGH Wealth Advisors
Kansas
$441K +$290K +1,461 New
SAM
1827
Secure Asset Management
Michigan
$441K +$290K +1,460 New
EHC
1828
Everett Harris & Co
California
$440K – – –
DCM
1829
Donaldson Capital Management
Indiana
$438K +$8.54K +43 +3%
SCM
1830
Stonehearth Capital Management
Massachusetts
$438K -$202K -1,019 -41%
FFN
1831
Focus Financial Network
Minnesota
$434K +$285K +1,438 New
CWA
1832
Crusonia Wealth Advisors
Colorado
$433K +$285K +1,435 New
CPW
1833
Cogent Private Wealth
Florida
$432K +$4.37K +22 +2%
MM
1834
Meridian Management
Arkansas
$428K – – –
ML
1835
Mayport LLC
Massachusetts
$428K -$17.9K -90 -6%
BMWM
1836
Brown Miller Wealth Management
Virginia
$428K +$281K +1,418 New
SPI
1837
Sutton Place Investors
New York
$428K -$6.55K -33 -2%
AFA
1838
Amicus Financial Advisors
Texas
$427K -$64.1K -323 -19%
MUMSS
1839
Mitsubishi UFJ Morgan Stanley Securities
Japan
$426K -$147K -738 -34%
BFG
1840
Bouchey Financial Group
New York
$426K +$34.1K +172 +14%
BSAM
1841
Blue Square Asset Management
New York
$425K – – –
AW
1842
Alteri Wealth
California
$423K +$596 +3 +0.2%
MWM
1843
Maridea Wealth Management
New York
$422K +$278K +1,400 New
TAM
1844
Trillium Asset Management
Massachusetts
$422K -$55.6K -280 -17%
E
1845
Evansbrook
Illinois
$422K – – –
SWM
1846
Salvus Wealth Management
New Jersey
$422K – – –
RMDI
1847
R.M. Davis Inc
Maine
$422K +$278K +1,400 New
WPA
1848
West Paces Advisors
Georgia
$421K -$21K -106 -7%
SL
1849
Sentinus LLC
Illinois
$420K +$277K +1,393 New
BFA
1850
Beaumont Financial Advisors
Massachusetts
$420K +$277K +1,393 New
72 73
74
75 76