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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
FBB
2001
Fulton Breakefield Broenniman
Maryland
$323K +$212K +1,070 New
LWM
2002
Lyell Wealth Management
California
$323K +$212K +1,070 New
PCMH
2003
Polymer Capital Management (HK)
Hong Kong
$323K +$212K +1,070 New
LWM
2004
Lakeridge Wealth Management
Ohio
$322K +$212K +1,069 New
GRA
2005
Golden Road Advisors
Florida
$322K +$212K +1,066 New
BCG
2006
Breakwater Capital Group
New Jersey
$320K +$210K +1,060 New
CIC
2007
Chilton Investment Company
Connecticut
$320K +$210K +1,060 New
GPA
2008
Guerra Pan Advisors
New Jersey
$320K +$210K +1,060 New
CA
2009
Crewe Advisors
Utah
$319K +$150K +758 +253%
NPT
2010
National Philanthropic Trust
Pennsylvania
$319K +$210K +1,057 New
FWM
2011
Focused Wealth Management
New York
$318K +$209K +1,055 New
AAMG
2012
AMG Asset Management Group
Georgia
$317K +$209K +1,051 New
SWM
2013
SilverOak Wealth Management
Minnesota
$317K +$208K +1,050 New
KMWM
2014
Keudell/Morrison Wealth Management
Oregon
$314K -$175K -880 -46%
PWP
2015
Perfromance Wealth Partners
Illinois
$314K +$206K +1,040 New
SWA
2016
Sax Wealth Advisors
New Jersey
$313K +$42.3K +213 New
BSSFA
2017
Baron Silver Stevens Financial Advisors
Florida
$311K +$204K +1,030 New
TFA
2018
TPG Financial Advisors
Oregon
$310K +$204K +1,029 New
WI
2019
WBI Investments
New Jersey
$309K +$204K +1,026 New
CCA
2020
Carrera Capital Advisors
Michigan
$308K +$203K +1,023 New
CAM
2021
Clark Asset Management
New Hampshire
$308K +$203K +1,021 New
GAM
2022
Gemmer Asset Management
California
$308K +$202K +1,020 New
GAM
2023
Gould Asset Management
California
$308K +$202K +1,020 New
FGWP
2024
Founders Grove Wealth Partners
Virginia
$307K +$202K +1,018 New
PNC
2025
Park National Corp
Ohio
$307K +$202K +1,017 New
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