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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
1976
GSA Capital Partners
United Kingdom
– -$272K -2,520 Closed
SGFG
1977
Silver Grove Financial Group
New York
– -$254K -2,360 Closed
CIG
1978
Cairn Investment Group
Washington
– -$250K -2,320 Closed
LAM
1979
Longboard Asset Management
Arizona
– -$238K -2,210 Closed
BWCS
1980
Beirne Wealth Consulting Services
Connecticut
– -$239K -2,200 Closed
HPIA
1981
Hamilton Point Investment Advisors
North Carolina
– -$237K -2,200 Closed
CCM
1982
Cinctive Capital Management
New York
– -$223K -2,070 Closed
DSAM
1983
Dock Street Asset Management
Florida
– -$214K -1,980 Closed
FF
1984
Francis Financial
– -$256K -1,380 Closed
IWA
1985
Icon Wealth Advisors
Texas
– -$139K -1,290 Closed
RA
1986
Rise Advisors
New York
– -$93K -860 Closed
SMFG
1987
Sumitomo Mitsui Financial Group
Japan
– -$85.1K -800 Closed
UIA
1988
Ulland Investment Advisors
Minnesota
– -$63K -580 Closed
ABWM
1989
Alpine Bank Wealth Management
Colorado
– -$59.3K -550 Closed
JWM
1990
JPL Wealth Management
Colorado
– -$39.9K -370 Closed
EPW
1991
Evergreen Private Wealth
Colorado
– -$34.5K -320 Closed
SIC
1992
Salem Investment Counselors
North Carolina
– -$22.7K -210 Closed
NC
1993
North Capital
Utah
– -$19.4K -180 Closed
CCM
1994
Cloud Capital Management
Washington
– -$14K -130 Closed
TIM
1995
Tortoise Investment Management
New York
– -$14K -130 Closed
PSFG
1996
Park Square Financial Group
Georgia
– -$11.9K -110 Closed
ACM
1997
Anfield Capital Management
California
– -$10.8K -100 Closed
QL
1998
Quarry LP
New York
– -$8.63K -80 Closed
TCM
1999
TruNorth Capital Management
Michigan
– -$8.63K -80 Closed
CWM
2000
Crowley Wealth Management
Delaware
– -$7.55K -70 Closed
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