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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWCS
1976
Beirne Wealth Consulting Services
Connecticut
– -$239K -2,200 Closed
HPIA
1977
Hamilton Point Investment Advisors
North Carolina
– -$237K -2,200 Closed
CCM
1978
Cinctive Capital Management
New York
– -$223K -2,070 Closed
DSAM
1979
Dock Street Asset Management
Florida
– -$214K -1,980 Closed
FF
1980
Francis Financial
– -$256K -1,380 Closed
IWA
1981
Icon Wealth Advisors
Texas
– -$139K -1,290 Closed
RA
1982
Rise Advisors
New York
– -$93K -860 Closed
SMFG
1983
Sumitomo Mitsui Financial Group
Japan
– -$85.1K -800 Closed
UIA
1984
Ulland Investment Advisors
Minnesota
– -$63K -580 Closed
ABWM
1985
Alpine Bank Wealth Management
Colorado
– -$59.3K -550 Closed
JWM
1986
JPL Wealth Management
Colorado
– -$39.9K -370 Closed
EPW
1987
Evergreen Private Wealth
Colorado
– -$34.5K -320 Closed
SIC
1988
Salem Investment Counselors
North Carolina
– -$22.7K -210 Closed
NC
1989
North Capital
Utah
– -$19.4K -180 Closed
CCM
1990
Cloud Capital Management
Washington
– -$14K -130 Closed
TIM
1991
Tortoise Investment Management
New York
– -$14K -130 Closed
PSFG
1992
Park Square Financial Group
Georgia
– -$11.9K -110 Closed
ACM
1993
Anfield Capital Management
California
– -$10.8K -100 Closed
QL
1994
Quarry LP
New York
– -$8.63K -80 Closed
TCM
1995
TruNorth Capital Management
Michigan
– -$8.63K -80 Closed
CWM
1996
Crowley Wealth Management
Delaware
– -$7.55K -70 Closed
DWM
1997
Darwin Wealth Management
Florida
– -$4.31K -40 Closed
SFCL
1998
Strengthening Families & Communities LLC
Massachusetts
– -$3.23K -30 Closed
APM
1999
Advanced Portfolio Management
New York
– -$2.16K -20 Closed
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