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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
526
Royal Fund Management
Florida
$24K +$13.5K +1,280 +121%
ARMC
527
American Research & Management Company
Massachusetts
$21K – – –
DBT
528
Dubuque Bank & Trust
Iowa
$21K – – –
JFGIW
529
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K – – –
CFA
530
Carroll Financial Associates
North Carolina
$21K +$105 +10 +0.5%
TC
531
Trust Company
Kansas
$18K – – –
MOS
532
MGO One Seven
Ohio
$17K +$17.4K +1,650 New
KA
533
Kaizen Advisory
Illinois
$16K +$16K +1,520 New
MWM
534
MinichMacGregor Wealth Management
New York
$15K +$4.64K +440 +44%
DCM
535
Delpha Capital Management
New York
$15K +$15.1K +1,430 New
FHA
536
First Horizon Advisors
Tennessee
$14K +$949 +90 +7%
PCG
537
Private Capital Group
Connecticut
$14K +$13.6K +1,290 New
GRP
538
Global Retirement Partners
California
$13K – – –
PHK
539
Point72 Hong Kong
Hong Kong
$13K +$12.5K +1,190 New
MBT
540
Monroe Bank & Trust
Michigan
$13K +$13.3K +1,260 New
WIM
541
Westside Investment Management
California
$12.4K – – –
SIM
542
Sonora Investment Management
Arizona
$11.1K – – –
EFSCE
543
Enterprise Financial Services Corp (EFSC)
Missouri
$11K -$1.16K -110 -10%
CBT
544
Capital Bank & Trust
California
$11K – – –
GAM
545
Gemmer Asset Management
California
$10K – – –
LFA
546
Legacy Financial Advisors
Kentucky
$10K +$10.2K +970 New
CAC
547
Certified Advisory Corp
Florida
$10K +$10.5K +1,000 New
WPA
548
West Paces Advisors
Georgia
$9.67K -$1.69K -160 -15%
QCG
549
Quadrant Capital Group
Ohio
$8K – – –
TWA
550
TCI Wealth Advisors
Arizona
$8K – – –
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