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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
1976
New World Advisors
Massachusetts
$336K +$221K +1,112 New
AIM
1977
Axiom Investment Management
New York
$335K -$9.73K -49 -4%
AFO
1978
Arrowroot Family Office
California
$335K +$221K +1,111 New
MWM
1979
Mittelman Wealth Management
Massachusetts
$335K +$59.6K +300 New
NCTC
1980
New Covenant Trust Company
Indiana
$334K +$220K +1,108 New
RWM
1981
RKL Wealth Management
Pennsylvania
$334K +$220K +1,108 New
LFS
1982
Legacy Financial Strategies
Kansas
$333K -$124K -627 -36%
TWM
1983
Thrive Wealth Management
Pennsylvania
$332K +$219K +1,102 New
ACC
1984
Acorn Creek Capital
Colorado
$332K +$218K +1,100 New
FFC
1985
Frederick Financial Consultants
Maryland
$332K +$218K +1,100 New
RIA
1986
RPG Investment Advisory
California
$332K +$218K +1,100 New
HPIA
1987
Hamilton Point Investment Advisors
North Carolina
$331K +$218K +1,098 New
CA
1988
COFG Advisors
Illinois
$329K +$216K +1,090 New
HCM
1989
Hollencrest Capital Management
California
$329K -$7.89M -39,760 -97%
CT
1990
Chicago Trust
Illinois
$329K +$216K +1,090 New
CWG
1991
Crown Wealth Group
North Carolina
$328K +$216K +1,087 New
IWN
1992
Independent Wealth Network
Iowa
$327K +$215K +1,085 New
CL
1993
CPWA LLC
Oregon
$326K +$215K +1,082 New
SIC
1994
Sterling Investment Counsel
New York
$326K +$214K +1,080 New
UCB
1995
United Community Bank
South Carolina
$326K -$19.9K -100 -8%
PMG
1996
Private Management Group
California
$326K +$214K +1,080 New
SCA
1997
Stonebridge Capital Advisors
Minnesota
$325K +$214K +1,076 New
PFA
1998
Petra Financial Advisors
Colorado
$325K +$214K +1,076 New
ACGA
1999
Atlanta Consulting Group Advisors
Georgia
$324K +$213K +1,075 New
OCM
2000
Orion Capital Management
California
$324K -$7.15K -36 -3%
78 79
80
81 82