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KLA
KLAC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
526
Strategic Financial Services
New York
$4.28M -$94.9K -1,210 -2%
AWS
527
Atria Wealth Solutions
New York
$4.27M -$532K -6,780 -11%
AWA
528
Artemis Wealth Advisors
New York
$4.26M – – –
IWS
529
Insight Wealth Strategies
California
$4.22M +$107K +1,360 +3%
AIP
530
Ameritas Investment Partners
Nebraska
$4.19M +$62.8K +800 +2%
LP
531
LMR Partners
United Kingdom
$4.15M -$11.8M -150,400 -74%
GIM
532
Goelzer Investment Management
Indiana
$4.15M -$24.3K -310 -0.6%
CG
533
Caprock Group
Idaho
$4.15M -$301K -3,830 -7%
ECG
534
Edge Capital Group
Georgia
$4.11M -$1.67M -21,330 -29%
WJWM
535
Williams Jones Wealth Management
New York
$4.07M – – –
DC
536
Davenport & Co
Virginia
$4.07M +$173K +2,200 +4%
COI
537
Connable Office Inc
Michigan
$4M -$622K -7,930 -13%
BWL
538
Bogart Wealth LLC
Virginia
$3.98M -$93.4K -1,190 -2%
DIA
539
Dana Investment Advisors
Wisconsin
$3.97M -$14.1K -180 -0.3%
A
540
Allianz
Germany
$3.93M -$996K -12,690 -20%
EBWM
541
Eagle Bluffs Wealth Management
Missouri
$3.93M -$14.1K -180 -0.4%
ETC
542
Exchange Traded Concepts
Oklahoma
$3.89M +$2.64M +33,710 +204%
SC
543
Savoie Capital
Illinois
$3.87M – – –
LCM
544
Legato Capital Management
California
$3.77M – – –
HKAM
545
Horizon Kinetics Asset Management
New York
$3.76M +$880K +11,210 +30%
LBC
546
Lowe Brockenbrough & Co
Virginia
$3.73M -$228K -2,910 -6%
EF
547
Empirical Finance
Pennsylvania
$3.7M +$65.9K +840 +2%
SIC
548
Sigma Investment Counselors
Michigan
$3.68M +$149K +1,900 +4%
GLR
549
Great Lakes Retirement
Ohio
$3.66M -$90.2K -1,150 -2%
UCFA
550
United Capital Financial Advisors
Texas
$3.64M +$88.7K +1,130 +2%
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