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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1976
Financial Management Professionals
Texas
$26.5K +$4.39K +30 +20%
GEA
1977
Glen Eagle Advisors
New Jersey
$25.2K – – –
MTIC
1978
Missouri Trust & Investment Company
Missouri
$25K – – –
KG
1979
Kilter Group
New York
$25K +$1.46K +10 +6%
NSIM
1980
North Star Investment Management
Illinois
$25K +$4.39K +30 +21%
HFS
1981
Horizon Financial Services
North Carolina
$25K +$11.7K +80 +89%
IWS
1982
Intentional Wealth Strategies
Colorado
$25K +$24.9K +170 New
CNBTD
1983
Citizens National Bank Trust Department
Mississippi
$23.6K – – –
HNW
1984
High Note Wealth
Minnesota
$22.1K +$4.39K +30 +25%
SIM
1985
Synergy Investment Management
Florida
$22.1K +$21.9K +150 New
OAJ
1986
Ogorek Anthony Joseph
New York
$22K – – –
FP
1987
Financial Perspectives
Minnesota
$20.7K – – –
HIMS
1988
Hager Investment Management Services
New Hampshire
$20.6K – – –
GWP
1989
Gen-Wealth Partners
Michigan
$20.6K +$20.5K +140 New
LB
1990
Legacy Bridge
Iowa
$19.1K – – –
AS
1991
Altshuler Shaham
Israel
$19.1K -$2.93K -20 -13%
RWM
1992
RMG Wealth Management
Wisconsin
$18.5K +$2.93K +20 +25%
GSWM
1993
Golden State Wealth Management
California
$17.7K -$20.5K -140 -54%
CTWM
1994
Cherry Tree Wealth Management
Minnesota
$17.7K – – –
CVM
1995
Cheviot Value Management
California
$16.2K – – –
BFS
1996
Bare Financial Services
Pennsylvania
$16.2K +$1.46K +10 +10%
BCH
1997
Berkshire Capital Holdings
California
$14.7K – – –
CWA
1998
Carolina Wealth Advisors
South Carolina
$14.7K +$1.46K +10 +11%
VWM
1999
Vermillion Wealth Management
Minnesota
$14.7K +$14.6K +100 New
KFG
2000
Kingdom Financial Group
Arizona
$13.3K +$13.2K +90 New
78 79
80
81 82