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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
TM
1976
Torren Management
California
$28K -$152K -1,040 -85%
TFM
1977
TFC Financial Management
Massachusetts
$28K – – –
AF
1978
Advisornet Financial
Minnesota
$28K +$1.46K +10 +6%
OWA
1979
Opal Wealth Advisors
New York
$28K +$27.8K +190 New
BHWM
1980
Bay Harbor Wealth Management
Maryland
$28K +$8.78K +60 +46%
SG
1981
Sankala Group
Colorado
$28K – – –
MAM
1982
Marquette Asset Management
Minnesota
$26.5K +$4.39K +30 +20%
FMP
1983
Financial Management Professionals
Texas
$26.5K +$4.39K +30 +20%
GEA
1984
Glen Eagle Advisors
New Jersey
$25.2K – – –
MTIC
1985
Missouri Trust & Investment Company
Missouri
$25K – – –
KG
1986
Kilter Group
New York
$25K +$1.46K +10 +6%
NSIM
1987
North Star Investment Management
Illinois
$25K +$4.39K +30 +21%
HFS
1988
Horizon Financial Services
North Carolina
$25K +$11.7K +80 +89%
IWS
1989
Intentional Wealth Strategies
Colorado
$25K +$24.9K +170 New
CNBTD
1990
Citizens National Bank Trust Department
Mississippi
$23.6K – – –
HNW
1991
High Note Wealth
Minnesota
$22.1K +$4.39K +30 +25%
SIM
1992
Synergy Investment Management
Florida
$22.1K +$21.9K +150 New
OAJ
1993
Ogorek Anthony Joseph
New York
$22K – – –
FP
1994
Financial Perspectives
Minnesota
$20.7K – – –
HIMS
1995
Hager Investment Management Services
New Hampshire
$20.6K – – –
GWP
1996
Gen-Wealth Partners
Michigan
$20.6K +$20.5K +140 New
LB
1997
Legacy Bridge
Iowa
$19.1K – – –
AS
1998
Altshuler Shaham
Israel
$19.1K -$2.93K -20 -13%
RWM
1999
RMG Wealth Management
Wisconsin
$18.5K +$2.93K +20 +25%
GSWM
2000
Golden State Wealth Management
California
$17.7K -$20.5K -140 -54%
78 79
80
81 82