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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
HPIA
1976
Hamilton Point Investment Advisors
North Carolina
$331K +$218K +1,098 New
CA
1977
COFG Advisors
Illinois
$329K +$216K +1,090 New
HCM
1978
Hollencrest Capital Management
California
$329K -$7.89M -39,760 -97%
CT
1979
Chicago Trust
Illinois
$329K +$216K +1,090 New
CWG
1980
Crown Wealth Group
North Carolina
$328K +$216K +1,087 New
IWN
1981
Independent Wealth Network
Iowa
$327K +$215K +1,085 New
CL
1982
CPWA LLC
Oregon
$326K +$215K +1,082 New
SIC
1983
Sterling Investment Counsel
New York
$326K +$214K +1,080 New
UCB
1984
United Community Bank
South Carolina
$326K -$19.9K -100 -8%
PMG
1985
Private Management Group
California
$326K +$214K +1,080 New
SCA
1986
Stonebridge Capital Advisors
Minnesota
$325K +$214K +1,076 New
PFA
1987
Petra Financial Advisors
Colorado
$325K +$214K +1,076 New
ACGA
1988
Atlanta Consulting Group Advisors
Georgia
$324K +$213K +1,075 New
OCM
1989
Orion Capital Management
California
$324K -$7.15K -36 -3%
FBB
1990
Fulton Breakefield Broenniman
Maryland
$323K +$212K +1,070 New
LWM
1991
Lyell Wealth Management
California
$323K +$212K +1,070 New
PCMH
1992
Polymer Capital Management (HK)
Hong Kong
$323K +$212K +1,070 New
LWM
1993
Lakeridge Wealth Management
Ohio
$322K +$212K +1,069 New
GRA
1994
Golden Road Advisors
Florida
$322K +$212K +1,066 New
BCG
1995
Breakwater Capital Group
New Jersey
$320K +$210K +1,060 New
CIC
1996
Chilton Investment Company
Connecticut
$320K +$210K +1,060 New
GPA
1997
Guerra Pan Advisors
New Jersey
$320K +$210K +1,060 New
CA
1998
Crewe Advisors
Utah
$319K +$150K +758 +253%
NPT
1999
National Philanthropic Trust
Pennsylvania
$319K +$210K +1,057 New
FWM
2000
Focused Wealth Management
New York
$318K +$209K +1,055 New
78 79
80
81 82