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KLA

KLAC

Market cap $235B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
2001	AAMG 2001 AMG Asset Management Group Cartersville, Georgia	$317K	+$209K	+1,051	New
2002	SWM 2002 SilverOak Wealth Management Edina, Minnesota	$317K	+$208K	+1,050	New
2003	KMWM 2003 Keudell/Morrison Wealth Management Salem, Oregon	$314K	-$175K	-880	-46%
2004	PWP 2004 Perfromance Wealth Partners Hinsdale, Illinois	$314K	+$206K	+1,040	New
2005	SWA 2005 Sax Wealth Advisors Parsippany, New Jersey	$313K	+$42.3K	+213	New
2006	BSSFA 2006 Baron Silver Stevens Financial Advisors Boca Raton, Florida	$311K	+$204K	+1,030	New
2007	TFA 2007 TPG Financial Advisors Portland, Oregon	$310K	+$204K	+1,029	New
2008	WI 2008 WBI Investments Red Bank, New Jersey	$309K	+$204K	+1,026	New
2009	CCA 2009 Carrera Capital Advisors Troy, Michigan	$308K	+$203K	+1,023	New
2010	CAM 2010 Clark Asset Management Stratham, New Hampshire	$308K	+$203K	+1,021	New
2011	GAM 2011 Gemmer Asset Management Walnut Creek, California	$308K	+$202K	+1,020	New
2012	GAM 2012 Gould Asset Management Claremont, California	$308K	+$202K	+1,020	New
2013	FGWP 2013 Founders Grove Wealth Partners Richmond, Virginia	$307K	+$202K	+1,018	New
2014	PNC 2014 Park National Corp Newark, Ohio	$307K	+$202K	+1,017	New
2015	HI 2015 Human Investing Lake Oswego, Oregon	$307K	+$202K	+1,017	New
2016	KWA 2016 Kondo Wealth Advisors Pasadena, California	$305K	+$201K	+1,012	New
2017	CIC 2017 Crawford Investment Counsel Atlanta, Georgia	$305K	+$201K	+1,011	New
2018	TFA 2018 Toth Financial Advisory Leesburg, Virginia	$305K	–	–	–
2019	ATWA 2019 Arbor Trust Wealth Advisors Ann Arbor, Michigan	$305K	+$200K	+1,010	New
2020	DSAM 2020 Dock Street Asset Management Palm Beach, Florida	$305K	+$200K	+1,010	New
2021	UF 2021 Univest Financial Souderton, Pennsylvania	$305K	+$200K	+1,010	New
2022	BFA 2022 Beacon Financial Advisory Cleveland, Ohio	$304K	+$200K	+1,009	New
2023	LAM 2023 LECAP Asset Management London, United Kingdom	$304K	+$200K	+1,008	New
2024	CFA 2024 CWS Financial Advisors Kalamazoo, Michigan	$303K	+$199K	+1,004	New
2025	FPB 2025 First PREMIER Bank Sioux Falls, South Dakota	$302K	–	–	–

KLA KLAC Market cap $235B

KLA

KLAC

Market cap $235B